Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q1 2025 (March 31)523holders +50
101new positions
48sold out
4famous investors
$46.03avg. 13F price*
At the end of Q1 2025, 523 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 50 from Q4 2024. 101 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($488.8M), Morgan Stanley ($328.7M) and Bank of America Corp. ($195.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $244.1M |
| Exits | 48 | $86.6M |
All 13F filers, Q4 2024 → Q1 2025: 20,905,491 shares bought and 12,797,040 shares sold, net +8,108,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| LPL Financial LLC | 0.19% | Add +8.7% | 10,622,082 | $488.8M |
| Morgan Stanley | 0.02% | Add +2.5% | 7,141,837 | $328.7M |
| Bank of America Corp. | 0.02% | Add +5.1% | 4,239,030 | $195.1M |
| Invesco Ltd. | 0.03% | Add +212.9% | 3,363,435 | $154.8M |
| Wells Fargo & Company | 0.04% | Reduce -4.6% | 3,269,317 | $150.5M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +130.2% | 2,505,947 | $115.3M |
| Bank of New York Mellon Corp | 0.02% | New | 2,402,369 | $110.6M |
| UBS Group AG | 0.02% | Reduce -8.1% | 2,290,900 | $105.4M |
| Raymond James Financial Inc. | 0.04% | Add +1.1% | 2,279,275 | $104.9M |
| Two Sigma Investments, LP | 0.20% | Add +79.7% | 1,915,050 | $88.1M |
| JPMorgan Chase & Co. | 0.01% | Add +140.4% | 1,867,009 | $85.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +225.9% | 1,720,414 | $79.2M |
| Johnson Financial Group, Inc. | 3.86% | Add +3.0% | 1,712,968 | $78.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.7% | 1,631,353 | $75.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -45.5% | 1,472,167 | $67.9M |
| Principle Wealth Partners LLC | 4.77% | Add +32.8% | 1,449,886 | $66.7M |
| Means Investment Co., Inc. | 6.20% | Add +1122.3% | 1,267,671 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.0% | 1,249,079 | $57.5M |
| GPS Wealth Strategies Group, LLC | 7.67% | Add +5.2% | 1,236,013 | $56.9M |
| Lido Advisors, LLC | 0.34% | Add +1.9% | 1,234,143 | $56.8M |
| Private Advisor Group, LLC | 0.31% | Add +37.2% | 1,127,628 | $51.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -5.7% | 1,074,003 | $49.4M |
| Bogart Wealth, LLC | 2.27% | Add +17727.9% | 1,044,004 | $48.0M |
| Stifel Financial Corp. | 0.05% | Add +0.1% | 1,009,108 | $46.4M |
| Clearstead Advisors, LLC | 0.67% | Reduce -4.4% | 936,481 | $43.1M |
| One Capital Management, LLC | 1.45% | Reduce -3.8% | 928,681 | $42.7M |
| MML Investors Services, LLC | 0.12% | Add +10.7% | 764,403 | $35.2M |
| Demars Financial Group, LLC | 11.91% | Add +7.3% | 610,106 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -4.1% | 545,834 | $25.1M |
| Sanctuary Advisors, LLC | 0.18% | Add +156.8% | 542,511 | $25.0M |
| Apexium Financial, LP | 1.48% | Reduce -0.5% | 540,943 | $24.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +16.8% | 532,591 | $24.5M |
| Cetera Investment Advisers | 0.05% | Add +46.9% | 532,495 | $24.5M |
| Quattro Financial Advisors LLC | 8.40% | Add +11.2% | 532,214 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -6.1% | 529,140 | $24.4M |
| Cedar Wealth Management, LLC | 7.63% | Add +10.9% | 466,305 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -55.9% | 419,997 | $19.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -12.5% | 403,670 | $18.6M |
| Stratos Wealth Partners, LTD. | 0.28% | Reduce -17.2% | 394,193 | $18.1M |
| Core Wealth Advisors, Inc. | 5.51% | Reduce -2.6% | 376,472 | $17.3M |
| Advocacy Wealth Management, LLC | 1.09% | New | 348,638 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.2% | 339,471 | $15.6M |
| Austin Private Wealth, LLC | 1.37% | New | 331,086 | $15.2M |
| Wolf Group Capital Advisors | 4.92% | Add +792.5% | 318,090 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +75.5% | 315,657 | $14.5M |
| Integrity Alliance, Llc. | 0.55% | Add +606.4% | 301,329 | $13.9M |
| Segment Wealth Management, LLC | 0.92% | Reduce -1.8% | 295,580 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +19.6% | 289,484 | $13.3M |
| OneDigital Investment Advisors LLC | 0.16% | Add +5.6% | 286,014 | $13.2M |
| Bricktown Capital, LLC | 2.45% | No change | 283,766 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -2.1% | 283,000 | $13.0M |
| Equitable Holdings, Inc. | 0.12% | Add +54.6% | 280,592 | $12.9M |
| Citigroup Inc. | 0.01% | Add +1414.9% | 257,456 | $11.8M |
| Farther Finance Advisors, LLC | 0.30% | Add +51.5% | 255,644 | $11.8M |
| Asset Allocation Strategies LLC | 2.72% | Add +3.5% | 237,811 | $10.9M |
| Summit Financial, LLC | 0.30% | New | 234,925 | $10.8M |
| IFG Advisory, LLC | 0.59% | Add +10.6% | 231,508 | $10.7M |
| Centaurus Financial, Inc. | 0.63% | Add +1.2% | 226,110 | $10.4M |
| PMG Wealth Management, Inc. | 11.04% | Add +0.1% | 225,937 | $10.4M |
| Precedent Wealth Partners, LLC | 2.83% | Add +31.9% | 221,824 | $10.2M |
| Thoroughbred Financial Services, LLC | 0.63% | Add +8.1% | 220,403 | $10.1M |
| Mariner, LLC | 0.02% | Add +41.5% | 217,924 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +29.0% | 216,575 | $10.0M |
| Manchester Financial Inc. | 2.14% | New | 206,869 | $9.5M |
| Cyr Financial Inc. | 8.30% | Add +0.2% | 201,945 | $9.3M |
| Atria Investments, Inc | 0.12% | Add +117.6% | 201,486 | $9.3M |
| Financial Advocates Investment Management | 0.62% | Reduce -11.9% | 190,605 | $8.8M |
| Avestar Capital, LLC | 0.80% | Reduce -3.9% | 183,058 | $8.4M |
| Jane Street Group, LLC | 0.02% | Add +444.6% | 182,870 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.2% | 176,670 | $8.1M |
| Focus Partners Wealth | 0.02% | Reduce -1.7% | 176,602 | $8.1M |
| World Investment Advisors | 0.21% | Reduce -0.1% | 172,918 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | New | 168,145 | $7.8M |
| NewEdge Advisors, LLC | 0.05% | Add +28.5% | 165,679 | $7.6M |
| Bank Hapoalim BM | 1.14% | Reduce -38.1% | 164,725 | $7.6M |
| JSF Financial, LLC | 1.97% | Reduce -41.7% | 162,054 | $7.5M |
| Fisher Asset Management | 0.00% | Reduce -96.8% | 159,900 | $7.4M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -5.5% | 158,770 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +107.7% | 148,284 | $6.8M |
| KPP Advisory Services LLC | 1.26% | Reduce -14.1% | 144,127 | $6.6M |
| D.A. Davidson & Co. | 0.05% | Add +3.4% | 141,913 | $6.5M |
| Waterloo Capital, L.P. | 0.60% | Reduce -6.8% | 140,302 | $6.5M |
| Jackson Wealth Management, LLC | 0.78% | Reduce -0.3% | 140,083 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.35% | Reduce -1.4% | 137,336 | $6.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.95% | Add +53.4% | 135,266 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +1902.1% | 133,583 | $6.1M |
| Seros Financial, LLC | 4.48% | Reduce -21.5% | 130,353 | $6.0M |
| Keystone Financial Group | 0.57% | Add +417.8% | 121,758 | $5.6M |
| Physician Wealth Advisors, Inc. | 0.96% | New | 121,001 | $5.6M |
| Crescent Grove Advisors, LLC | 0.57% | Reduce -1.6% | 118,781 | $5.5M |
| Consolidated Portfolio Review Corp | 0.87% | Reduce -26.9% | 118,462 | $5.5M |
| Client First Capital LLC | 2.78% | Add +34.6% | 117,853 | $5.4M |
| Horst & Graben Wealth Management LLC | 0.96% | New | 116,236 | $5.3M |
| Leo Wealth, LLC | 0.77% | Reduce -7.7% | 115,880 | $5.3M |
| Principal Securities, Inc. | 0.11% | Add +0.9% | 100,047 | $5.0M |
| ShoreHaven Wealth Partners, LLC | 2.36% | Add +112.0% | 107,239 | $4.9M |
| Sage Mountain Advisors LLC | 0.36% | No change | 106,366 | $4.9M |
| Pinnacle Family Advisors, LLC | 2.65% | Reduce -5.0% | 106,088 | $4.9M |
| Mgo One Seven LLC | 0.19% | Reduce -23.8% | 104,103 | $4.8M |
| One Wealth Advisors, LLC | 0.71% | New | 103,956 | $4.8M |
"% of holder's portfolio" is XLG's weight in each manager's 13F, not the share of Invesco S&P 500 Top 50 ETF the manager owns.