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Invesco S&P 500 Top 50 ETF

582 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Top 50 ETF in 2026 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 223 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

18% more capital invested

Capital invested by funds: $4.29B → $5.08B (+$785M)

4.79% more ownership

Funds ownership: 43.67%48.47% (+4.8%)

3% more funds holding

Funds holding: 564582 (+18)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

17% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 223

Holders
582
Holders Change
+18
Holders Change %
+3.19%
% of All Funds
7.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.25%
New
71
Increased
184
Reduced
223
Closed
47
Calls
$3.8M
Puts
Net Calls
+$3.8M
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$578M -$33.1M -543,001 -5%
JP Morgan Chase
2
JP Morgan Chase
New York
$434M +$393M +6,436,432 +878%
Morgan Stanley
3
Morgan Stanley
New York
$391M -$7.8M -127,730 -2%
Wells Fargo
4
Wells Fargo
California
$211M -$3.72M -60,975 -2%
Bank of America
5
Bank of America
North Carolina
$190M -$7.96M -130,472 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$170M -$4.95M -81,137 -3%
PWP
7
Principle Wealth Partners
Connecticut
$159M +$2.44M +39,972 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$146M -$19.6M -320,340 -12%
JFGIW
9
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138M +$11.2M +183,832 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$118M +$21.5M +351,828 +22%
Ameriprise
11
Ameriprise
Minnesota
$103M +$4.08M +66,894 +4%
MIC
12
Means Investment Company
Maine
$99.5M +$3.68M +60,355 +4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$84.9M -$4.57M -74,823 -5%
UBS Group
14
UBS Group
Switzerland
$79.6M -$33.5M -549,462 -30%
Lido Advisors
15
Lido Advisors
California
$77M -$4.26M -69,754 -5%
HighTower Advisors
16
HighTower Advisors
Illinois
$73.2M +$18.1M +296,783 +33%
Stifel Financial
17
Stifel Financial
Missouri
$68.7M +$7.05M +115,519 +11%
BWL
18
Bogart Wealth LLC
Virginia
$68.6M +$1.32M +21,606 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$65.8M -$7.09M -116,118 -10%
Invesco
20
Invesco
Georgia
$57.1M -$4.77M -78,161 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$54.4M +$8.97M +146,955 +20%
CA
22
Clearstead Advisors
Ohio
$53M -$561K -9,185 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$49.7M +$4.82M +78,960 +10%
DFG
24
Demars Financial Group
Washington
$47.5M +$84.1K +1,377 +0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$45.7M +$3.27M +53,627 +8%

XLG Hedge Fund Activity: Q2 2026 in Review

582 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2026, worth a combined $5.08B — up 18% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLG positions and 47 closed out — a net gain of 24 holders — while 184 added to existing stakes and 223 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $393M. The largest seller was UBS Group, cutting an estimated $33.5M.

  • 582 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2026, up from 564 in Q1 2026.
  • Funds reported $5.08B of Invesco S&P 500 Top 50 ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 71 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2026 and 47 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $393M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2026 was UBS Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2026.