
Invesco S&P 500 Top 50 ETF is an exchange-traded fund on ARCA. As of Q3 2025, 551 institutional investors hold shares in this ETF, with total holdings valued at $5.6B. LPL Financial LLC is the largest holder with a position valued at $615.3M.
Overview of institutional ownership in XLG as of Q3 2025
Institutions with the largest positions in XLG as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $615.3M 0.18% of portfolio |
MORGAN STANLEY RIA/Wealth | $393.1M 0.02% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $244.4M 0.02% of portfolio |
JPMORGAN CHASE & CO Institution | $217.8M 0.01% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $216.3M 0.04% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $166.9M 0.05% of portfolio |
Principle Wealth Partners LLC RIA/Wealth | $157.7M 9.74% of portfolio |
Bank of New York Mellon Corp Institution | $142.1M 0.03% of portfolio |
$139.4M 0.21% of portfolio | |
AMERIPRISE FINANCIAL INC Institution | $132.1M 0.03% of portfolio |
Institutional buying and selling activity for XLG in Q3 2025
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$76.0M +1.3M shares |
AMERIPRISE FINANCIAL INC Institution | +$42.0M +729.4K shares |
A Advisor Group Holdings, Inc. Institution | +$30.0M +536.0K shares |
Austin Private Wealth, LLC RIA/Wealth | +$25.2M +437.7K shares |
Advocacy Wealth Management Services, LLC RIA/Wealth | +$22.8M +395.6K shares |
Johnson Financial Group, Inc. RIA/Wealth | +$17.5M +305.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$16.7M +291.0K shares |
+$16.7M +290.5K shares | |
Horst & Graben Wealth Management LLC RIA/Wealth | +$12.5M +217.6K shares |
U UMA Financial Services, Inc. RIA/Wealth | +$12.4M +216.2K shares |
| Institution | Net Sold |
|---|---|
Private Advisor Group, LLC RIA/Wealth | −$37.5M −652.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$34.9M −606.8K shares |
UBS Group AG Institution | −$21.3M −370.9K shares |
Bricktown Capital, LLC Insurance Manager | −$14.8M −283.8K shares |
Mirae Asset Global Investments Co., Ltd. Long Only Manager | −$12.2M −213.0K shares |
R ROYAL BANK OF CANADA Institution | −$11.9M −207.3K shares |
Integrated Wealth Concepts LLC RIA/Wealth | −$11.5M −199.6K shares |
Stenger Family Office, LLC Family Office | −$9.7M −163.0K shares |
Marshall Wace LLP Institution | −$7.1M −136.6K shares |
L LPL Financial LLC Institution | −$6.1M −105.6K shares |
Institutions that initiated new positions or completely exited XLG in Q3 2025
| Institution | Position Value |
|---|---|
Cambria Investment Management, L.P. ETF Provider | $8.4M 145.6K shares |
Empowered Funds, LLC ETF Provider | $8.4M 145.6K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $3.8M 66.3K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | $3.8M 66.3K shares |
Portus Wealth Advisors, LLC RIA/Wealth | $2.8M 49.1K shares |
PCG Wealth Advisors, LLC RIA/Wealth | $1.7M 28.7K shares |
RFG Advisory Group, LLC RIA/Wealth | $1.3M 22.3K shares |
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager | $575.2K 10.0K shares |
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | $533.4K 9.3K shares |
W Wealth Alliance Institution | $530.2K 9.2K shares |
| Institution | Previous Position |
|---|---|
Bricktown Capital, LLC Insurance Manager | $14.8M 283.8K shares |
Marshall Wace LLP Institution | $7.1M 136.6K shares |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | $1.6M 31.1K shares |
Hershey Financial Advisers, LLC RIA/Wealth | $1.2M 23.3K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | $1.2M 23.1K shares |
Metis Global Partners, LLC RIA/Wealth | $1.2M 22.8K shares |
H HSBC HOLDINGS PLC Institution | $1.0M 20.0K shares |
Tradewinds, LLC. RIA/Wealth | $990.7K 19.0K shares |
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $863.9K 16.6K shares |
Royal Fund Management, LLC RIA/Wealth | $842.4K 16.2K shares |
Institutions with the largest Call and Put options positions in XLG as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.5M 253.0 contracts |
J JANE STREET GROUP, LLC Institution | $1.1M 185.0 contracts |
W WOLVERINE TRADING, LLC Institution | $458.2K 80.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $419.9K 73.0 contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $241.6K 42.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
B Belvedere Trading LLC Institution | - - contracts |
Institutions with XLG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Demars Financial Group, LLC RIA/Wealth | 15.29% $44.1M |
PMG Wealth Management, Inc. RIA/Wealth | 10.07% $13.2M |
Principle Wealth Partners LLC RIA/Wealth | 9.74% $157.7M |
C Cyr Financial Inc. RIA/Wealth | 9.63% $14.0M |
Cedar Wealth Management, LLC RIA/Wealth | 9.54% $31.2M |
Q QUATTRO FINANCIAL ADVISORS LLC Fund of Funds | 8.59% $27.1M |
GPS Wealth Strategies Group, LLC RIA/Wealth | 8.25% $77.8M |
P POM Investment Strategies, LLC Institution | 7.88% $14.2M |
Hobbs Wealth Management, LLC RIA/Wealth | 7.78% $8.9M |
MEANS INVESTMENT CO., INC. RIA/Wealth | 6.95% $80.3M |
Discover hedge funds investing in XLG


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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