Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q3 2025 (September 30)566holders +15
58new positions
34sold out
5famous investors
$58.85avg. 13F price*
At the end of Q3 2025, 566 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 15 from Q2 2025. 58 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($615.3M), Morgan Stanley ($393.1M) and Bank of America Corp. ($244.4M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $72.1M |
| Exits | 34 | $36.3M |
All 13F filers, Q2 2025 → Q3 2025: 11,958,353 shares bought and 7,627,134 shares sold, net +4,331,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| LPL Financial LLC | 0.18% | Reduce -1.0% | 10,697,695 | $615.3M |
| Morgan Stanley | 0.02% | Add +3.2% | 6,833,333 | $393.1M |
| Bank of America Corp. | 0.02% | Add +7.3% | 4,248,330 | $244.4M |
| JPMorgan Chase & Co. | 0.01% | Add +53.6% | 3,786,602 | $217.8M |
| Wells Fargo & Company | 0.04% | Add +5.5% | 3,759,673 | $216.3M |
| Raymond James Financial Inc. | 0.05% | Add +1.2% | 2,900,899 | $166.9M |
| Principle Wealth Partners LLC | 9.16% | Add +2.2% | 2,741,301 | $157.7M |
| Bank of New York Mellon Corp | 0.03% | Add +0.3% | 2,470,451 | $142.1M |
| Bank of Montreal | 0.06% | Add +0.3% | 133,366 | $140.2M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -0.7% | 2,412,194 | $139.4M |
| Ameriprise Financial Inc. | 0.03% | Add +46.5% | 2,296,020 | $132.1M |
| Johnson Financial Group, Inc. | 4.42% | Add +17.5% | 2,045,865 | $117.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.1% | 1,963,989 | $113.0M |
| UBS Group AG | 0.02% | Reduce -16.2% | 1,924,260 | $110.7M |
| Osaic Holdings, Inc. | 0.13% | Add +45.7% | 1,708,711 | $95.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.0% | 1,596,149 | $91.8M |
| Royal Bank of Canada | 0.02% | Reduce -12.0% | 1,525,205 | $87.7M |
| Means Investment Co., Inc. | 6.95% | Add +2.6% | 1,396,283 | $80.3M |
| GPS Wealth Strategies Group, LLC | 8.22% | Add +1.5% | 1,353,307 | $77.8M |
| Lido Advisors, LLC | 0.30% | Add +0.1% | 1,260,447 | $72.5M |
| Invesco Ltd. | 0.01% | Reduce -2.8% | 1,108,233 | $63.7M |
| Advocacy Wealth Management, LLC | 2.73% | Add +56.6% | 1,094,754 | $63.0M |
| Bogart Wealth, LLC | 2.52% | Reduce -0.4% | 1,079,721 | $62.1M |
| Sanctuary Advisors, LLC | 0.34% | Add +45.6% | 1,041,163 | $59.9M |
| Austin Private Wealth, LLC | 4.28% | Add +82.9% | 965,569 | $55.5M |
| Stifel Financial Corp. | 0.05% | Add +1.1% | 924,507 | $53.2M |
| Clearstead Advisors, LLC | 0.75% | Reduce -2.2% | 896,625 | $51.6M |
| Two Sigma Investments, LP | 0.08% | Reduce -40.6% | 886,250 | $51.0M |
| MML Investors Services, LLC | 0.12% | Reduce -1.4% | 781,080 | $44.9M |
| Demars Financial Group, LLC | 15.29% | Add +3.9% | 767,505 | $44.1M |
| HighTower Advisors, LLC | 0.05% | Add +5.9% | 723,647 | $41.6M |
| Private Advisor Group, LLC | 0.19% | Reduce -49.2% | 674,316 | $38.8M |
| Cetera Investment Advisers | 0.04% | Add +22.9% | 654,629 | $37.7M |
| Jones Financial Companies LLLP | 0.02% | Add +19.9% | 569,902 | $32.6M |
| Apexium Financial, LP | 1.57% | Add +1.0% | 560,842 | $32.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.81% | Add +114.8% | 543,511 | $31.3M |
| Cedar Wealth Management, LLC | 9.55% | Add +13.5% | 541,680 | $31.2M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +5.1% | 502,299 | $28.9M |
| Gladstone Institutional Advisory LLC | 1.10% | Reduce -1.5% | 497,125 | $28.6M |
| Quattro Financial Advisors LLC | 8.59% | Reduce -1.7% | 471,702 | $27.1M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -31.7% | 430,690 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -12.9% | 420,303 | $24.2M |
| Horst & Graben Wealth Management LLC | 3.55% | Add +116.5% | 404,356 | $23.3M |
| Physician Wealth Advisors, Inc. | 3.29% | Add +116.5% | 401,671 | $23.1M |
| Baird Financial Group, Inc. | 0.04% | Add +0.5% | 393,728 | $22.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +17.4% | 378,433 | $21.8M |
| Global Retirement Partners, LLC | 0.48% | Add +13.8% | 376,592 | $21.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -36.6% | 369,000 | $21.2M |
| Core Wealth Advisors, Inc. | 5.52% | Add +1.9% | 368,257 | $21.2M |
| Citigroup Inc. | 0.01% | Add +13.8% | 367,480 | $21.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -6.0% | 359,886 | $20.7M |
| Ashton Thomas Securities, LLC | 2.82% | Add +138.8% | 351,160 | $20.2M |
| Equitable Holdings, Inc. | 0.14% | Add +26.8% | 332,868 | $19.1M |
| One Wealth Advisors, LLC | 2.36% | Add +117.4% | 326,813 | $18.8M |
| CFS Investment Advisory Services, LLC | 1.32% | Add +92.3% | 302,360 | $17.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.0% | 308,374 | $17.7M |
| Summit Financial, LLC | 0.26% | Add +43.0% | 298,970 | $17.2M |
| Segment Wealth Management, LLC | 1.02% | Reduce -1.4% | 295,297 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.0% | 279,565 | $16.1M |
| Farther Finance Advisors, LLC | 0.24% | Add +7.9% | 275,860 | $15.9M |
| Keystone Financial Group | 1.21% | Add +64.6% | 275,578 | $15.9M |
| IFG Advisory, LLC | 0.71% | Add +10.7% | 273,271 | $15.7M |
| Bank Hapoalim BM | 1.94% | Add +59.0% | 262,000 | $15.1M |
| Stonebrook Private Inc. | 3.16% | Add +152.1% | 254,509 | $14.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +44.7% | 251,531 | $14.5M |
| POM Investment Strategies, LLC | 7.72% | Add +22.7% | 246,792 | $14.2M |
| Security Financial Services, INC. | 2.27% | Add +387.8% | 243,614 | $14.0M |
| Cyr Financial Inc. | 9.56% | Add +3.7% | 243,250 | $14.0M |
| NewEdge Advisors, LLC | 0.06% | Add +9.4% | 238,762 | $13.7M |
| One Capital Management, LLC | 0.44% | Reduce -16.8% | 238,579 | $13.7M |
| Mariner, LLC | 0.02% | Add +19.4% | 238,137 | $13.7M |
| PMG Wealth Management, Inc. | 10.07% | Add +0.3% | 230,922 | $13.2M |
| ShoreHaven Wealth Partners, LLC | 4.81% | Add +57.4% | 225,830 | $13.0M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -2.3% | 217,191 | $12.5M |
| Precedent Wealth Partners, LLC | 2.66% | Add +1.0% | 209,932 | $12.1M |
| PFG Advisors | 0.49% | Add +278.3% | 209,166 | $12.0M |
| Tsfg, LLC | 1.89% | Add +115.4% | 206,829 | $11.9M |
| Thoroughbred Financial Services, LLC | 0.73% | Add +9.8% | 205,360 | $11.8M |
| AE Wealth Management LLC | 0.07% | Add +58.7% | 200,688 | $11.5M |
| Centaurus Financial, Inc. | 0.53% | Reduce -2.2% | 197,349 | $11.4M |
| Avestar Capital, LLC | 0.80% | Reduce -7.2% | 194,989 | $11.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.74% | Add +24.5% | 188,268 | $10.8M |
| Capstone Wealth Management Group, LLC | 4.41% | New | 180,861 | $10.4M |
| Tudor Investment Corporation | 0.07% | New | 180,752 | $10.4M |
| World Investment Advisors | 0.21% | Reduce -8.6% | 178,057 | $10.2M |
| Maia Wealth LLC | 1.69% | Add +116.6% | 168,555 | $10.1M |
| Park Avenue Securities LLC | 0.08% | Add +46.0% | 174,451 | $10.0M |
| JSF Financial, LLC | 2.18% | Reduce -0.3% | 170,686 | $9.8M |
| Vertex Planning Partners, LLC | 1.87% | Add +101.8% | 169,614 | $9.8M |
| Consolidated Portfolio Review Corp | 1.22% | Add +36.8% | 168,296 | $9.7M |
| Atria Investments, Inc | 0.11% | Reduce -14.9% | 164,835 | $9.5M |
| Asset Allocation Strategies LLC | 1.86% | Reduce -18.4% | 163,390 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +143.8% | 162,216 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +51.0% | 162,077 | $9.3M |
| McNaughton Wealth Management, LLC | 3.86% | Add +80.6% | 159,205 | $9.2M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -0.6% | 156,967 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +11.0% | 156,031 | $9.0M |
| Hobbs Wealth Management, LLC | 7.49% | Add +93.0% | 155,319 | $8.9M |
| Mayflower Financial Advisors, LLC | 1.09% | Add +125.4% | 151,235 | $8.7M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +3.6% | 148,021 | $8.5M |
"% 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.