Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2025 (June 30)551holders +28
70new positions
47sold out
5famous investors
$50.28avg. 13F price*
At the end of Q2 2025, 551 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 28 from Q1 2025. 70 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($562.8M), Morgan Stanley ($345.1M) and Bank of America Corp. ($206.2M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $56.2M |
| Exits | 47 | $54.7M |
All 13F filers, Q1 2025 → Q2 2025: 14,650,605 shares bought and 7,532,897 shares sold, net +7,117,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 551 holders
| LPL Financial LLC | 0.19% | Add +1.7% | 10,803,253 | $562.8M |
| Morgan Stanley | 0.02% | Reduce -7.3% | 6,624,238 | $345.1M |
| Bank of America Corp. | 0.02% | Reduce -6.7% | 3,957,282 | $206.2M |
| Wells Fargo & Company | 0.04% | Add +9.0% | 3,563,783 | $185.7M |
| Raymond James Financial Inc. | 0.05% | Add +25.8% | 2,867,532 | $149.4M |
| Principle Wealth Partners LLC | 8.74% | Add +85.0% | 2,682,223 | $139.7M |
| JPMorgan Chase & Co. | 0.01% | Add +32.0% | 2,464,746 | $128.4M |
| Bank of New York Mellon Corp | 0.02% | Add +2.6% | 2,464,075 | $128.4M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -3.1% | 2,428,269 | $127.8M |
| UBS Group AG | 0.03% | Add +0.2% | 2,295,131 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +8.4% | 1,767,771 | $92.1M |
| Johnson Financial Group, Inc. | 4.08% | Add +1.6% | 1,740,907 | $90.7M |
| Royal Bank of Canada | 0.02% | Add +38.7% | 1,732,530 | $90.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.3% | 1,680,724 | $87.6M |
| Ameriprise Financial Inc. | 0.02% | Add +6.4% | 1,566,664 | $81.3M |
| Two Sigma Investments, LP | 0.15% | Reduce -22.0% | 1,493,050 | $77.8M |
| Means Investment Co., Inc. | 6.72% | Add +7.4% | 1,360,928 | $70.9M |
| GPS Wealth Strategies Group, LLC | 8.00% | Add +7.9% | 1,333,341 | $69.5M |
| Private Advisor Group, LLC | 0.37% | Add +17.6% | 1,326,617 | $69.1M |
| Lido Advisors, LLC | 0.35% | Add +2.0% | 1,258,773 | $65.6M |
| Osaic Holdings, Inc. | 0.11% | Add +9.2% | 1,172,699 | $61.1M |
| Invesco Ltd. | 0.01% | Reduce -66.1% | 1,140,369 | $59.4M |
| Bogart Wealth, LLC | 2.42% | Add +3.9% | 1,084,518 | $56.5M |
| Clearstead Advisors, LLC | 0.67% | Reduce -2.1% | 916,957 | $47.8M |
| Stifel Financial Corp. | 0.05% | Reduce -9.4% | 913,960 | $47.6M |
| MML Investors Services, LLC | 0.12% | Add +3.6% | 791,812 | $41.3M |
| Demars Financial Group, LLC | 14.78% | Add +21.0% | 738,447 | $38.5M |
| CW Advisors, LLC | 0.36% | Add +1645.5% | 719,865 | $37.5M |
| Sanctuary Advisors, LLC | 0.23% | Add +31.8% | 714,909 | $37.2M |
| Advocacy Wealth Management, LLC | 2.24% | Add +100.5% | 699,173 | $36.4M |
| HighTower Advisors, LLC | 0.04% | Add +62.7% | 683,314 | $35.6M |
| Integrated Wealth Concepts LLC | 0.33% | Add +18.3% | 630,288 | $32.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +105.6% | 581,964 | $30.3M |
| Apexium Financial, LP | 1.54% | Add +2.7% | 555,497 | $28.9M |
| Cetera Investment Advisers | 0.05% | Add +0.1% | 532,836 | $27.8M |
| Austin Private Wealth, LLC | 2.18% | Add +59.5% | 527,918 | $27.5M |
| Gladstone Institutional Advisory LLC | 1.09% | Add +277.9% | 504,830 | $26.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +19.5% | 482,525 | $25.1M |
| Quattro Financial Advisors LLC | 8.81% | Reduce -9.8% | 479,979 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +21.2% | 477,772 | $24.9M |
| Cedar Wealth Management, LLC | 8.42% | Add +2.3% | 477,174 | $24.9M |
| Jones Financial Companies LLLP | 0.02% | Add +50.6% | 475,445 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -25.9% | 391,908 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -29.9% | 382,892 | $19.9M |
| Core Wealth Advisors, Inc. | 5.41% | Reduce -4.0% | 361,470 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.7% | 345,272 | $18.0M |
| Global Retirement Partners, LLC | 0.43% | — | 331,025 | $17.2M |
| Citigroup Inc. | 0.01% | Add +25.4% | 322,811 | $16.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +48.9% | 322,492 | $16.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.4% | 299,364 | $15.6M |
| Segment Wealth Management, LLC | 0.99% | Add +1.3% | 299,338 | $15.6M |
| One Capital Management, LLC | 0.52% | Reduce -69.1% | 286,865 | $14.9M |
| Bricktown Capital, LLC | 2.68% | No change | 283,766 | $14.8M |
| EP Wealth Advisors, LLC | 0.10% | Add +1062.5% | 283,259 | $14.8M |
| Equitable Holdings, Inc. | 0.11% | Reduce -6.5% | 262,464 | $13.7M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -0.0% | 255,605 | $13.3M |
| Stenger Family Office, LLC | 3.41% | — | 245,428 | $13.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.86% | Add +50.5% | 253,034 | $13.2M |
| IFG Advisory, LLC | 0.65% | Add +6.6% | 246,814 | $12.9M |
| Cyr Financial Inc. | 9.44% | Add +16.2% | 234,611 | $12.2M |
| PMG Wealth Management, Inc. | 9.90% | Add +1.9% | 230,328 | $12.0M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -22.3% | 222,264 | $11.6M |
| NewEdge Advisors, LLC | 0.06% | Add +31.7% | 218,162 | $11.4M |
| Avestar Capital, LLC | 0.80% | Add +14.8% | 210,218 | $11.0M |
| Summit Financial, LLC | 0.25% | Reduce -11.0% | 209,126 | $10.9M |
| Precedent Wealth Partners, LLC | 2.65% | Reduce -6.3% | 207,801 | $10.8M |
| Centaurus Financial, Inc. | 0.61% | Reduce -10.8% | 201,811 | $10.5M |
| POM Investment Strategies, LLC | 7.49% | Add +4570.5% | 201,204 | $10.5M |
| Asset Allocation Strategies LLC | 2.30% | Reduce -15.8% | 200,122 | $10.4M |
| Mariner, LLC | 0.01% | Reduce -8.5% | 199,483 | $10.4M |
| World Investment Advisors | 0.23% | Add +12.6% | 194,724 | $10.1M |
| Atria Investments, Inc | 0.12% | Reduce -3.8% | 193,809 | $10.1M |
| Thoroughbred Financial Services, LLC | 0.68% | Reduce -15.1% | 187,075 | $9.7M |
| Horst & Graben Wealth Management LLC | 1.61% | Add +60.7% | 186,806 | $9.7M |
| Physician Wealth Advisors, Inc. | 1.52% | Add +53.3% | 185,500 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.6% | 173,819 | $9.1M |
| JSF Financial, LLC | 2.12% | Add +5.6% | 171,132 | $8.9M |
| Elevation Capital Advisory, LLC | 3.52% | Add +1632.9% | 168,765 | $8.8M |
| Keystone Financial Group | 0.79% | Add +37.5% | 167,415 | $8.7M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -0.6% | 157,862 | $8.2M |
| CFS Investment Advisory Services, LLC | 0.67% | Add +71.9% | 157,264 | $8.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.36% | Add +11.8% | 151,238 | $7.9M |
| One Wealth Advisors, LLC | 1.09% | Add +44.6% | 150,305 | $7.8M |
| Ashton Thomas Securities, LLC | 1.85% | New | 147,063 | $7.7M |
| Bank Hapoalim BM | 1.08% | No change | 164,725 | $7.6M |
| ShoreHaven Wealth Partners, LLC | 3.06% | Add +33.8% | 143,441 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.39% | Add +4.0% | 142,853 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +78.0% | 140,585 | $7.3M |
| Jackson Wealth Management, LLC | 0.79% | Reduce -0.5% | 139,449 | $7.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -3.5% | 136,937 | $7.1M |
| Marshall Wace, LLP | 0.01% | New | 136,616 | $7.1M |
| Seros Financial, LLC | 4.49% | Add +4.2% | 135,862 | $7.1M |
| KPP Advisory Services LLC | 1.16% | Reduce -6.6% | 134,614 | $7.0M |
| Bank of Montreal | 0.00% | Add +131.3% | 133,028 | $6.9M |
| AE Wealth Management LLC | 0.05% | Add +71.3% | 126,429 | $6.6M |
| Mutual Advisors, LLC | 0.16% | Add +221.4% | 122,335 | $6.6M |
| Leo Wealth, LLC | 0.51% | Add +8.6% | 125,795 | $6.6M |
| Consolidated Portfolio Review Corp | 0.89% | Add +3.9% | 123,060 | $6.4M |
| Park Avenue Securities LLC | 0.06% | Add +35.7% | 119,509 | $6.2M |
| Client First Capital LLC | 2.91% | Add +0.8% | 118,806 | $6.2M |
"% 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.