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

Invesco S&P 500 Top 50 ETF logo
$50.09 -0.61 (-1.21%)
As of 03:43 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)
396
Total
Institutional Inflows
(last 12 months)
$3.27B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$419.90M
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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
5/29/2025 Apeiron RIA LLC26,529$1.22M0.4%+353.5%0.015%
5/22/2025 Rollins Financial Advisors LLC9,472$436K0.1%+34.7%0.005%
5/21/2025 McAdam LLC50,863$2.34M0.1%-5.3%0.029%
5/21/2025 Geneos Wealth Management Inc.3,885$179K0.0%-11.7%0.002%
5/20/2025 Belpointe Asset Management LLC6,261$288K0.0%-85.6%0.004%
5/20/2025 Blue Rock Wealth Management LLC11,400$525K0.4%+35.7%0.006%
5/20/2025 Focus Partners Wealth176,602$8.13M0.0%-1.7%0.099%
5/20/2025 Integrity Alliance LLC.301,329$13.87M0.5%+606.4%0.169%
5/19/2025 Jane Street Group LLC182,870$8.42M0.0%+444.6%0.103%
5/19/2025 Game Plan Financial Advisors LLC8,590$395K0.2%+3.6%0.005%
5/16/2025 Prostatis Group LLC60,480$2.78M0.9%+233.7%0.034%
5/16/2025 Semmax Financial Advisors Inc.7,236$337K0.1%N/A0.004%
5/16/2025 Arete Wealth Advisors LLC57,975$2.67M0.2%-25.1%0.033%
5/16/2025 Ashton Thomas Private Wealth LLC56,416$2.60M0.1%+95.6%0.032%
5/16/2025 Goldman Sachs Group Inc.339,471$15.62M0.0%-69.2%0.191%
5/16/2025 Jones Financial Companies Lllp11,799$543K0.0%-93.4%0.007%
5/16/2025 Pinnacle Family Advisors LLC106,088$4.88M2.7%-5.0%0.060%
5/16/2025 NewEdge Advisors LLC165,679$7.63M0.0%+28.5%0.093%
5/16/2025 Integrated Wealth Concepts LLC532,591$24.51M0.3%+16.8%0.299%
5/16/2025 Banque Transatlantique SA2,600$111K0.0%N/A0.001%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.135,266$6.23M1.0%+53.4%0.076%
5/15/2025 Federation des caisses Desjardins du Quebec86,645$3.99M0.0%-4.1%0.049%
5/15/2025 EP Wealth Advisors LLC24,367$1.12M0.0%-19.8%0.014%
5/15/2025 Core Wealth Advisors Inc.376,472$17.33M5.5%-2.6%0.212%
5/15/2025 Royal Bank of Canada1,249,079$57.48M0.0%0.0%0.702%
5/15/2025 Baird Financial Group Inc.529,140$24.35M0.0%-6.1%0.297%
5/15/2025 OLD Mission Capital LLC14,717$677K0.0%N/A0.008%
5/14/2025 Truvestments Capital LLC90,682$4.17M0.9%+8.0%0.051%
5/14/2025 CreativeOne Wealth LLC4,407$203K0.0%-72.1%0.002%
5/14/2025 Per Stirling Capital Management LLC.4,425$204K0.0%-90.3%0.002%
5/14/2025 FWG Investments LLC.30,026$1.38M1.6%-4.0%0.017%
5/14/2025 Apexium Financial LP540,943$24.89M1.5%-0.5%0.304%
5/14/2025 Comerica Bank41,039$1.89M0.0%+69.8%0.023%
5/14/2025 Freedom Investment Management Inc.10,921$503K0.0%-7.2%0.006%
5/14/2025 Synovus Financial Corp10,574$487K0.0%+12.8%0.006%
5/14/2025 Northwestern Mutual Wealth Management Co.1,720,414$79.17M0.1%+225.9%0.967%
5/14/2025 Leslie Global Wealth LLC11,110$511K0.2%-5.5%0.006%
5/14/2025 Kestra Advisory Services LLC216,575$9.97M0.0%+29.0%0.122%
5/14/2025 Ameriprise Financial Inc.1,472,167$67.86M0.0%-45.5%0.827%
5/14/2025 CW Advisors LLC41,241$1.90M0.0%N/A0.023%
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5/14/2025 Capital Wealth Alliance LLC13,411$617K0.4%-54.5%0.008%
5/14/2025 Summit Financial LLC234,925$10.81M0.3%N/A0.132%
5/14/2025 Tradition Wealth Management LLC37,804$1.74M0.2%N/A0.021%
5/14/2025 Vertex Planning Partners LLC54,359$2.50M0.5%N/A0.031%
5/14/2025 Laraway Financial Advisors Inc64,079$2.95M2.3%+2.8%0.036%
5/13/2025 Aptus Capital Advisors LLC32,093$1.48M0.0%-32.6%0.018%
5/13/2025 Valley Brook Capital Group Inc.6,575$303K0.2%+12.3%0.004%
5/13/2025 Raymond James Financial Inc.2,279,275$104.89M0.0%+1.1%1.281%
5/13/2025 Cresset Asset Management LLC8,977$413K0.0%-62.3%0.005%
5/13/2025 Gen Wealth Partners Inc27,949$1.29M0.5%N/A0.016%
5/13/2025 Nations Financial Group Inc. IA ADV43,926$2.02M0.2%+9.6%0.025%
5/13/2025 LWM Advisory Services LLC41,964$1.93M1.3%-34.8%0.024%
5/13/2025 NFP Retirement Inc.37,875$1.74M0.1%-2.3%0.021%
5/13/2025 HighTower Advisors LLC419,997$19.33M0.0%-55.9%0.236%
5/13/2025 Elevation Capital Advisory LLC9,739$448K0.2%-86.3%0.005%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors168,145$7.78M0.6%-3.6%0.094%
5/12/2025 Maia Wealth LLC48,720$2.18M0.5%+240.7%0.027%
5/12/2025 SouthState Corp600$28K0.0%N/A0.000%
5/12/2025 Cooper Financial Group12,174$560K0.1%+148.4%0.007%
5/12/2025 Invesco Ltd.3,363,435$154.79M0.0%+212.9%1.890%
5/12/2025 Benjamin Edwards Inc.8,279$381K0.0%-48.0%0.005%
5/12/2025 Avant Capital LLC13,300$612K0.5%+2.3%0.007%
5/12/2025 Founders Financial Alliance LLC8,443$389K0.1%+15.9%0.005%
5/12/2025 Citigroup Inc.257,456$11.85M0.0%+1,414.9%0.145%
5/12/2025 WBH Advisory Inc.16,647$766K0.1%N/A0.009%
5/12/2025 Flagship Wealth Advisors LLC31,200$1.44M0.6%+258.6%0.018%
5/12/2025 Y.D. More Investments Ltd648$30K0.0%+149.2%0.000%
5/12/2025 Cresta Advisors Ltd.53,817$2.48M1.3%-14.0%0.030%
5/9/2025 Headlands Technologies LLC1,146$53K0.0%+1,280.7%0.001%
5/9/2025 Comprehensive Financial Planning Inc. PA91,580$4.22M4.1%+25.4%0.052%
5/9/2025 Atria Wealth Solutions Inc.101,922$4.69M0.1%+8.3%0.058%
5/9/2025 Thoroughbred Financial Services LLC220,403$10.14M0.6%+8.1%0.125%
5/9/2025 Commonwealth Equity Services LLC403,670$18.58M0.0%-12.5%0.228%
5/9/2025 Cedar Wealth Management LLC466,305$21.46M7.6%+10.9%0.264%
5/9/2025 Aviso Wealth Management4,566$210K0.1%-22.8%0.003%
5/9/2025 PNC Financial Services Group Inc.10,828$498K0.0%+8.8%0.006%
5/8/2025 IFG Advisory LLC231,508$10.65M0.6%+10.6%0.131%
5/8/2025 TIAA Trust National Association6,380$294K0.0%+4.1%0.004%
5/8/2025 Baker Avenue Asset Management LP9,311$429K0.0%+11.0%0.005%
5/8/2025 MONECO Advisors LLC24,373$1.12M0.1%-5.4%0.014%
5/8/2025 US Bancorp DE39,837$1.83M0.0%+62.3%0.023%
5/8/2025 Elios Financial Group Inc.32,612$1.50M0.7%+2.9%0.018%
5/8/2025 Ackerman Asset Management LLC77,779$3.58M3.2%N/A0.044%
5/8/2025 Harbour Investments Inc.13,200$607K0.0%+331.2%0.007%
5/8/2025 MGO One Seven LLC104,103$4.79M0.2%-23.8%0.059%
5/7/2025 JSF Financial LLC162,054$7.46M2.0%-41.7%0.092%
5/7/2025 Foundations Investment Advisors LLC81,028$3.73M0.1%+160.3%0.046%
5/7/2025 Maridea Wealth Management LLC5,183$239K0.1%-15.3%0.003%
5/7/2025 University of Texas Texas AM Investment Management Co.6,863$316K0.1%N/A0.004%
5/7/2025 LPL Financial LLC10,622,082$488.83M0.2%+8.7%6.007%
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5/7/2025 Alteri Wealth LLC8,694$400K0.2%+106.6%0.005%
5/7/2025 Spectrum Wealth Counsel LLC1,837$85K0.0%-14.4%0.001%
5/7/2025 First Heartland Consultants Inc.10,853$499K0.1%-5.1%0.006%
5/6/2025 Assetmark Inc.6,995$322K0.0%+137.3%0.004%
5/6/2025 ShoreHaven Wealth Partners LLC107,239$4.94M2.4%+112.0%0.061%
5/6/2025 Cetera Investment Advisers532,495$24.51M0.0%+46.9%0.301%
5/6/2025 Avantax Advisory Services Inc.76,975$3.54M0.0%+12.3%0.044%
5/6/2025 Tempus Wealth Planning LLC4,909$226K0.1%N/A0.003%
5/6/2025 Atria Investments Inc201,486$9.27M0.1%+117.6%0.114%
5/6/2025 Principle Wealth Partners LLC1,449,886$66.72M4.8%+32.8%0.820%
(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, 526 institutional investors and hedge funds held shares of Invesco S&P 500 Top 50 ETF. The most heavily invested institutionals were Demars Financial Group LLC ($1.29B), LPL Financial LLC ($488.83M), Fisher Asset Management LLC ($247.88M), Bank of America Corp DE ($201.45M), Wells Fargo & Company MN ($171.13M), Invesco Ltd. ($154.79M), and Wealth Enhancement Advisory Services LLC ($115.32M).Learn more on XLG's institutional investors.

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

Of the 494 institutional investors that purchased Invesco S&P 500 Top 50 ETF 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 ($8.16M), Invesco Ltd. ($3.36M), Wealth Enhancement Advisory Services LLC ($2.49M), Bank of New York Mellon Corp ($2.40M), Raymond James Financial Inc. ($2.28M), and Ameriprise Financial Inc. ($1.87M).

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

Institutional investors have bought a total of 95,692,862 shares in the last 24 months. This purchase volume represents approximately $4.27B in transactions.

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

Of the 214 institutional investors that sold Invesco S&P 500 Top 50 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($1.69M), Ameriprise Financial Inc. ($1.23M), Bank of America Corp DE ($847.53K), Fisher Asset Management LLC ($790.87K), Goldman Sachs Group Inc. ($763.53K), Redhawk Wealth Advisors Inc. ($699.49K), 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 12,463,387 shares in the last 24 months. This volume of shares sold represents approximately $549.13M in transactions.



This page (NYSEARCA:XLG) was last updated on 6/13/2025 by MarketBeat.com Staff
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