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Invesco S&P 500 Top 50 ETF (XLG) Institutional Ownership

Invesco S&P 500 Top 50 ETF logo
$54.81 +0.81 (+1.50%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$54.84 +0.03 (+0.06%)
As of 08/22/2025 06:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Number of
Institutional Buyers
(last 12 months)
444
Total
Institutional Inflows
(last 12 months)
$3.61B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$2.04B
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XLG Institutional Buying and Selling by Quarter

Invesco S&P 500 Top 50 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.9,629$502K0.0%N/A0.005%
8/19/2025 Newbridge Financial Services Group Inc.18,536$966K0.2%-21.8%0.010%
8/19/2025 Advisory Services Network LLC19,180$1.03M0.0%+44.1%0.010%
8/18/2025 Geneos Wealth Management Inc.4,831$252K0.0%+24.4%0.003%
8/18/2025 Hershey Financial Advisers LLC23,335$1.22M1.1%N/A0.013%
8/16/2025 Headlands Technologies LLC2,094$109K0.0%+82.7%0.001%
8/15/2025 Tower Research Capital LLC TRC 4,900$255K0.0%-88.5%0.003%
8/15/2025 Asset Allocation Strategies LLC200,122$10.43M2.0%-15.8%0.109%
8/15/2025 Semmax Financial Advisors Inc.11,068$605K0.2%+53.0%0.006%
8/15/2025 Equitable Holdings Inc.262,464$13.67M0.1%-6.5%0.143%
8/15/2025 Florida Financial Advisors LLC21,298$1.11M0.4%+100.2%0.012%
8/15/2025 Captrust Financial Advisors33,711$1.76M0.0%+21.3%0.018%
8/15/2025 Smartleaf Asset Management LLC9,350$485K0.0%N/A0.005%
8/15/2025 Snowden Capital Advisors LLC68,936$3.59M0.1%+11.7%0.038%
8/15/2025 Redwood Financial Network Corp4,120$215K0.1%N/A0.002%
8/15/2025 Redwood Investment Management LLC26,876$1.40M0.1%N/A0.015%
8/15/2025 Orion Porfolio Solutions LLC37,104$1.93M0.0%+42.8%0.020%
8/15/2025 MML Investors Services LLC791,812$41.25M0.1%+3.6%0.433%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.151,238$7.88M1.4%+11.8%0.083%
8/15/2025 IHT Wealth Management LLC10,676$556K0.0%-26.8%0.006%
8/15/2025 Great Valley Advisor Group Inc.89,186$4.65M0.1%+2.4%0.049%
8/15/2025 Gallagher Fiduciary Advisors LLC64,049$3.34M0.0%+597.6%0.035%
8/15/2025 Garden State Investment Advisory Services LLC7,484$390K0.1%-5.1%0.004%
8/15/2025 EP Wealth Advisors LLC283,259$14.76M0.1%+1,062.5%0.155%
8/15/2025 Benjamin Edwards Inc.11,650$607K0.0%+40.7%0.006%
8/15/2025 Bank of America Corp DE3,957,282$206.17M0.0%-6.6%2.163%
8/15/2025 Ameriprise Financial Inc.1,566,664$81.25M0.0%+6.4%0.856%
8/14/2025 Florida Financial Advisors LLC22,340$1.17M0.8%+110.0%0.012%
8/14/2025 Ausdal Financial Partners Inc.12,433$648K0.0%+2.0%0.007%
8/14/2025 Raymond James Financial Inc.2,867,532$149.40M0.1%+25.8%1.567%
8/14/2025 Quantinno Capital Management LP16,562$863K0.0%+9.9%0.009%
8/14/2025 LWM Advisory Services LLC35,105$1.83M1.3%-16.3%0.019%
8/14/2025 Main Street Financial Solutions LLC13,896$724K0.1%+98.2%0.008%
8/14/2025 NewEdge Advisors LLC218,162$11.37M0.1%+31.7%0.119%
8/14/2025 Qube Research & Technologies Ltd9,629$502K0.0%+230.7%0.005%
8/14/2025 Goodwin Investment Advisory33,660$1.75M2.0%-8.2%0.018%
8/14/2025 Transce3nd LLC1,127$59K0.0%+36.8%0.001%
8/14/2025 Vertex Planning Partners LLC84,042$4.38M0.9%+54.6%0.046%
8/14/2025 Baker Avenue Asset Management LP10,693$557K0.0%+14.8%0.006%
8/14/2025 Balance Wealth LLC39,399$2.05M1.2%-3.2%0.022%
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8/14/2025 Cerity Partners LLC13,685$713K0.0%-83.8%0.007%
8/13/2025 PGIM Custom Harvest LLC5,704$297K0.0%+16.6%0.003%
8/13/2025 Stenger Family Office LLC245,428$13.22M3.0%N/A0.134%
8/13/2025 Avestar Capital LLC210,218$10.95M0.7%+14.8%0.115%
8/13/2025 StoneX Group Inc.7,339$382K0.0%N/A0.004%
8/13/2025 M Holdings Securities Inc.12,619$656K0.1%N/A0.007%
8/13/2025 Marshall Wace LLP136,616$7.12M0.0%N/A0.075%
8/13/2025 Royal Fund Management LLC16,151$842K0.1%+70.3%0.009%
8/13/2025 Great Diamond Partners LLC17,975$936K0.2%+1.5%0.010%
8/13/2025 Baird Financial Group Inc.391,908$20.42M0.0%-25.9%0.214%
8/13/2025 Crescent Grove Advisors LLC117,638$6.13M0.6%-1.0%0.064%
8/13/2025 EverSource Wealth Advisors LLC3,093$161K0.0%-39.4%0.002%
8/13/2025 Invesco Ltd.1,140,369$59.41M0.0%-66.1%0.623%
8/13/2025 CW Advisors LLC719,865$37.51M0.4%+1,645.5%0.393%
8/13/2025 Elios Financial Group Inc.50,853$2.65M1.2%+55.9%0.028%
8/13/2025 Berbice Capital Management LLC624$33K0.0%-93.4%0.000%
8/13/2025 Beacon Pointe Advisors LLC18,462$962K0.0%-10.1%0.010%
8/13/2025 Advocacy Wealth Management Services LLC699,173$36.43M2.2%+100.5%0.382%
8/13/2025 Fisher Asset Management LLC67,962$3.54M0.0%-57.5%0.037%
8/13/2025 Leslie Global Wealth LLC16,761$873K0.5%+50.9%0.009%
8/13/2025 Lido Advisors LLC1,258,773$65.58M0.3%+2.0%0.688%
8/13/2025 Hsbc Holdings PLC20,000$1.04M0.0%N/A0.011%
8/13/2025 Level Four Advisory Services LLC4,860$253K0.0%-6.2%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.1,680,724$87.57M0.1%-2.3%0.918%
8/13/2025 Johnson Financial Group Inc.1,740,907$90.70M4.1%+1.6%0.951%
8/13/2025 Hobbs Wealth Management LLC80,485$4.19M4.0%+69.6%0.044%
8/13/2025 Choreo LLC11,225$585K0.0%+7.5%0.006%
8/13/2025 Russell Investments Group Ltd.1,536$80K0.0%+151.8%0.001%
8/13/2025 Maia Wealth LLC77,821$4.05M0.8%+59.7%0.043%
8/12/2025 Viawealth LLC3,950$206K0.1%-18.2%0.002%
8/12/2025 J.W. Cole Advisors Inc.51,454$2.68M0.1%+28.5%0.028%
8/12/2025 Financial Advocates Investment Management86,963$4.53M0.4%-54.4%0.048%
8/12/2025 Steward Partners Investment Advisory LLC75,299$3.92M0.0%+14.2%0.041%
8/12/2025 CreativeOne Wealth LLC44,894$2.34M0.1%+918.7%0.025%
8/12/2025 Maripau Wealth Management LLC8,148$424K0.2%N/A0.004%
8/12/2025 Global Retirement Partners LLC331,025$17.25M0.4%N/A0.181%
8/12/2025 Centric Wealth Management3,780$206K0.0%N/A0.002%
8/12/2025 Soundwatch Capital LLC3,436,306$1.79M0.0%N/A1.878%
8/12/2025 Del Sette Capital Management LLC15,961$832K0.6%N/A0.009%
8/12/2025 JPMorgan Chase & Co.2,464,746$128.41M0.0%+32.0%1.347%
8/12/2025 NFP Retirement Inc.37,552$1.96M0.1%-0.9%0.021%
8/11/2025 Alteri Wealth LLC10,434$544K0.2%+20.0%0.006%
8/11/2025 TD Waterhouse Canada Inc.1,580$82K0.0%+507.7%0.001%
8/11/2025 Stonebrook Private Inc.100,955$5.26M1.2%+2.1%0.055%
8/11/2025 Traub Capital Management LLC2,000$104K0.1%N/A0.001%
8/11/2025 PAX Financial Group LLC98,648$5.14M1.0%+2.9%0.054%
8/11/2025 Cannon Advisors Inc.21,245$1.11M0.9%-39.4%0.012%
8/11/2025 Western Wealth Management LLC101,042$5.26M0.3%N/A0.055%
8/8/2025 Financial Gravity Companies Inc.910$47K0.0%N/A0.000%
8/8/2025 MTM Investment Management LLC1,346$70K0.0%+109.7%0.001%
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8/8/2025 Rockefeller Capital Management L.P.299,364$15.60M0.0%+3.4%0.164%
8/8/2025 Kingsview Wealth Management LLC10,830$564K0.0%-11.0%0.006%
8/8/2025 Avantax Advisory Services Inc.65,271$3.40M0.0%-15.2%0.036%
8/8/2025 Thoroughbred Financial Services LLC187,075$9.75M0.7%-15.1%0.103%
8/8/2025 Cetera Investment Advisers532,836$27.76M0.0%+0.1%0.292%
8/8/2025 Cedar Wealth Management LLC477,174$24.86M8.4%+2.3%0.262%
8/8/2025 Creative Planning35,057$1.83M0.0%+6.4%0.019%
8/8/2025 Security Financial Services INC.49,942$2.60M0.5%N/A0.027%
8/8/2025 Foundations Investment Advisors LLC18,087$942K0.0%-77.7%0.010%
8/8/2025 Kane Investment Management Inc.25,063$1.31M0.7%-20.5%0.014%
(Data available from 1/1/2016 forward)

XLG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLG shares?

During the previous two years, 582 institutional investors and hedge funds held shares of Invesco S&P 500 Top 50 ETF. The most heavily invested institutionals were LPL Financial LLC ($488.83M), Bank of America Corp DE ($206.17M), Wells Fargo & Company MN ($171.13M), Raymond James Financial Inc. ($149.40M), Principle Wealth Partners LLC ($139.74M), JPMorgan Chase & Co. ($128.41M), and Bank of New York Mellon Corp ($128.38M).Learn more on Invesco S&P 500 Top 50 ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Top 50 ETF's stock?

Of the 552 institutional investors that purchased Invesco S&P 500 Top 50 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($28.40M), LPL Financial LLC ($8.06M), Soundwatch Capital LLC ($3.44M), Invesco Ltd. ($3.36M), Raymond James Financial Inc. ($2.87M), Wealth Enhancement Advisory Services LLC ($2.49M), and Bank of New York Mellon Corp ($2.46M).

How much institutional buying is happening at Invesco S&P 500 Top 50 ETF?

Institutional investors have bought a total of 73,152,691 shares in the last 24 months. This purchase volume represents approximately $3.61B in transactions.

Which of Invesco S&P 500 Top 50 ETF's major shareholders have been selling company stock?

Of the 223 institutional investors that sold Invesco S&P 500 Top 50 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Demars Financial Group LLC ($27.66M), Invesco Ltd. ($2.22M), Ameriprise Financial Inc. ($1.23M), Bank of America Corp DE ($1.13M), Goldman Sachs Group Inc. ($763.53K), Redhawk Wealth Advisors Inc. ($733.62K), and HighTower Advisors LLC ($531.49K).

How much institutional selling is happening at Invesco S&P 500 Top 50 ETF?

Institutional investors have sold a total of 40,009,759 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.



This page (NYSEARCA:XLG) was last updated on 8/24/2025 by MarketBeat.com Staff
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