Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q4 2025 (December 31)645holders +79
77new positions
34sold out
6famous investors
$59.26avg. 13F price*
At the end of Q4 2025, 645 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 79 from Q3 2025. 77 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($684.9M), Morgan Stanley ($413.6M) and Bank of America Corp. ($263.5M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $84.6M |
| Exits | 34 | $85.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,670,846 shares bought and 5,669,019 shares sold, net +2,001,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| LPL Financial LLC | 0.19% | Add +8.0% | 11,554,356 | $684.9M |
| Morgan Stanley | 0.02% | Add +2.1% | 6,977,609 | $413.6M |
| Bank of America Corp. | 0.02% | Add +4.6% | 4,445,357 | $263.5M |
| JPMorgan Chase & Co. | 0.02% | Add +1.4% | 3,841,051 | $227.7M |
| Wells Fargo & Company | 0.04% | Add +1.4% | 3,812,317 | $226.0M |
| Osaic Holdings, Inc. | 0.25% | Add +66.1% | 2,838,230 | $168.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -5.9% | 2,729,485 | $161.8M |
| Bank of New York Mellon Corp | 0.03% | Add +0.4% | 2,479,520 | $147.0M |
| Principle Wealth Partners LLC | 8.25% | Reduce -10.0% | 2,467,017 | $146.2M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.3% | 2,419,940 | $143.6M |
| Johnson Financial Group, Inc. | 4.48% | Reduce -1.4% | 2,017,792 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.9% | 1,981,406 | $117.5M |
| UBS Group AG | 0.02% | Reduce -3.3% | 1,860,745 | $110.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.2% | 1,717,253 | $101.7M |
| Royal Bank of Canada | 0.02% | Add +8.3% | 1,651,117 | $97.9M |
| Means Investment Co., Inc. | 7.31% | Add +4.9% | 1,464,216 | $86.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -23.1% | 1,227,063 | $72.7M |
| Lido Advisors, LLC | 0.29% | Reduce -0.8% | 1,250,287 | $72.6M |
| Advocacy Wealth Management, LLC | 2.86% | Add +5.3% | 1,152,408 | $68.3M |
| Bogart Wealth, LLC | 2.56% | Reduce -0.5% | 1,074,337 | $63.7M |
| Invesco Ltd. | 0.01% | Reduce -6.7% | 1,033,825 | $61.3M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -0.8% | 1,032,625 | $61.2M |
| Austin Private Wealth, LLC | 4.38% | Add +2.1% | 985,939 | $58.4M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 945,527 | $56.1M |
| Clearstead Advisors, LLC | 0.66% | Reduce -1.1% | 886,879 | $52.6M |
| MML Investors Services, LLC | 0.12% | Add +10.5% | 862,918 | $51.2M |
| Demars Financial Group, LLC | 15.77% | Add +3.6% | 795,098 | $47.1M |
| Cetera Investment Advisers | 0.05% | Add +17.0% | 766,097 | $45.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.8% | 718,253 | $42.6M |
| Private Advisor Group, LLC | 0.20% | Add +6.3% | 716,980 | $42.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.37% | Add +23.0% | 668,465 | $39.6M |
| Jones Financial Companies LLLP | 0.02% | Add +9.7% | 625,297 | $37.1M |
| United Capital Financial Advisors, LLC | 0.21% | New | 573,072 | $34.0M |
| Cedar Wealth Management, LLC | 10.06% | Add +4.8% | 567,653 | $33.7M |
| Brown Advisory Inc. | 0.05% | Add +1359.5% | 560,799 | $33.2M |
| Gladstone Institutional Advisory LLC | 1.17% | Add +5.0% | 521,774 | $30.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +24.4% | 470,955 | $27.9M |
| Quattro Financial Advisors LLC | 8.29% | Reduce -0.7% | 468,345 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 436,691 | $25.9M |
| Stratos Wealth Partners, LTD. | 0.29% | Reduce -14.2% | 431,108 | $25.6M |
| Citigroup Inc. | 0.02% | Add +17.0% | 429,991 | $25.5M |
| Horst & Graben Wealth Management LLC | 3.78% | Add +4.4% | 421,968 | $25.0M |
| Physician Wealth Advisors, Inc. | 3.40% | Add +2.6% | 412,035 | $24.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.4% | 392,210 | $23.3M |
| Global Retirement Partners, LLC | 0.40% | Add +1.9% | 383,897 | $22.8M |
| Core Wealth Advisors, Inc. | 5.67% | Add +0.2% | 368,872 | $21.9M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -14.7% | 367,306 | $21.8M |
| EP Wealth Advisors, LLC | 0.11% | — | 362,426 | $21.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.4% | 359,751 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.4% | 358,333 | $21.2M |
| Stonebrook Private Inc. | 4.37% | Add +38.3% | 352,065 | $20.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -4.9% | 351,000 | $20.8M |
| One Wealth Advisors, LLC | 2.49% | Add +5.2% | 343,632 | $20.4M |
| Ashton Thomas Securities, LLC | 3.83% | Reduce -3.0% | 340,506 | $20.2M |
| Equitable Holdings, Inc. | 0.13% | Reduce -0.2% | 332,338 | $19.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.9% | 320,335 | $19.0M |
| CFS Investment Advisory Services, LLC | 1.33% | Add +1.9% | 308,147 | $18.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +22.0% | 306,782 | $18.2M |
| Segment Wealth Management, LLC | 1.01% | Reduce -0.2% | 294,637 | $17.5M |
| Keystone Financial Group | 1.26% | Add +4.2% | 287,094 | $17.0M |
| IFG Advisory, LLC | 0.72% | Add +2.6% | 280,299 | $16.6M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -1.6% | 271,431 | $16.1M |
| Bank Hapoalim BM | 1.40% | No change | 262,000 | $15.5M |
| PFG Advisors | 0.74% | Add +23.5% | 258,331 | $15.3M |
| POM Investment Strategies, LLC | 7.87% | Add +4.6% | 258,095 | $15.3M |
| AE Wealth Management LLC | 0.09% | Add +26.4% | 253,606 | $15.0M |
| Summit Financial, LLC | 0.22% | Reduce -15.4% | 252,968 | $15.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.01% | Add +34.2% | 252,643 | $15.0M |
| Security Financial Services, INC. | 2.30% | Add +1.5% | 247,258 | $14.7M |
| Tsfg, LLC | 2.19% | Add +19.4% | 246,889 | $14.6M |
| NewEdge Advisors, LLC | 0.05% | Add +1.6% | 242,488 | $14.4M |
| One Capital Management, LLC | 0.43% | Add +1.5% | 242,124 | $14.4M |
| PMG Wealth Management, Inc. | 10.06% | Add +0.3% | 231,510 | $13.7M |
| ShoreHaven Wealth Partners, LLC | 4.92% | Add +2.4% | 231,285 | $13.7M |
| Cyr Financial Inc. | 8.54% | Reduce -5.1% | 230,937 | $13.7M |
| Mariner, LLC | 0.02% | Reduce -3.5% | 229,729 | $13.6M |
| HRT Financial LP | 0.04% | Add +108.9% | 224,415 | $13.3M |
| Green Ridge Wealth Planning LLC | 6.54% | — | 215,624 | $12.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +32.2% | 214,224 | $12.7M |
| Oxford Wealth Group, LLC | 6.09% | — | 211,348 | $12.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -3.5% | 209,517 | $12.4M |
| Thoroughbred Financial Services, LLC | 0.72% | Reduce -0.2% | 205,003 | $12.2M |
| Centaurus Financial, Inc. | 0.55% | Add +2.9% | 203,096 | $12.0M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +29.7% | 202,337 | $12.0M |
| Estate Planners Group, LLC | 5.17% | — | 201,128 | $11.9M |
| Precedent Wealth Partners, LLC | 2.50% | Reduce -4.2% | 201,085 | $11.9M |
| Avestar Capital, LLC | 0.78% | Reduce -2.1% | 190,911 | $11.3M |
| Park Avenue Securities LLC | 0.09% | Add +5.3% | 183,724 | $10.9M |
| Curry Webb Wealth Management LLC | 5.38% | — | 183,002 | $10.8M |
| Snowden Capital Advisors LLC | 0.27% | Add +42.2% | 177,294 | $10.5M |
| Vertex Planning Partners, LLC | 2.36% | Add +1.1% | 171,491 | $10.2M |
| Ethos Financial Group, LLC | 0.75% | Add +440.7% | 169,922 | $10.1M |
| Aspire Capital Advisors LLC | 2.37% | Add +27.0% | 169,834 | $10.1M |
| Lighthouse Financial Services Inc. | 2.31% | — | 169,519 | $10.0M |
| Atria Investments, Inc | 0.11% | Add +2.7% | 169,324 | $10.0M |
| McNaughton Wealth Management, LLC | 4.07% | Add +4.8% | 166,928 | $9.9M |
| JSF Financial, LLC | 2.04% | Reduce -2.8% | 165,933 | $9.8M |
| World Investment Advisors | 0.16% | Reduce -7.7% | 164,439 | $9.7M |
| Mutual Advisors, LLC | 0.21% | Add +18.0% | 163,906 | $9.7M |
| Asset Allocation Strategies LLC | 1.79% | Add +0.1% | 163,586 | $9.7M |
"% 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.