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

Invesco S&P 500 Top 50 ETF logo
$53.43 +0.31 (+0.58%)
As of 03:07 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)
405
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$429.09M
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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
7/21/2025Ashton Thomas Securities LLC147,063$7.66M1.9%N/A0.081%
7/21/2025Hilltop National Bank20,650$1.08M0.3%N/A0.011%
7/21/2025Mirae Asset Global Investments Co. Ltd.581,964$30.32M0.1%+105.6%0.320%
7/21/2025Patriot Financial Group Insurance Agency LLC17,185$895K0.1%+86.2%0.009%
7/21/2025Catalina Capital Group LLC10,161$529K0.3%+48.1%0.006%
7/18/2025 B.O.S.S. Retirement Advisors LLC7,331$382K0.1%N/A0.004%
7/18/2025 Madrona Financial Services LLC21,140$1.10M0.3%+22.8%0.012%
7/18/2025 Trilogy Capital Inc.12,808$667K0.0%-4.7%0.007%
7/18/2025 Consolidated Portfolio Review Corp123,060$6.41M0.9%+3.9%0.068%
7/18/2025 Institute for Wealth Management LLC.54,910$2.86M0.3%-28.6%0.030%
7/18/2025 Cooper Financial Group6,973$363K0.0%-42.7%0.004%
7/18/2025 Truist Financial Corp71,382$3.72M0.0%+11.6%0.039%
7/17/2025 One Wealth Advisors LLC150,305$7.83M1.1%+44.6%0.083%
7/17/2025 LexAurum Advisors LLC15,074$785K0.1%+18.6%0.008%
7/17/2025 Janney Montgomery Scott LLC107,362$5.59M0.0%+6.8%0.059%
7/17/2025 Smith Anglin Financial LLC27,664$1.44M0.1%-17.4%0.015%
7/17/2025 Cyr Financial Inc.234,611$12.22M9.4%+16.2%0.129%
7/17/2025 Fifth Third Securities Inc.43,972$2.29M0.2%-13.0%0.024%
7/17/2025 Walker Asset Management LLC36,469$1.90M1.1%+4.9%0.020%
7/17/2025 Smith Salley Wealth Management7,555$394K0.0%+2.9%0.004%
7/17/2025 PMG Wealth Management Inc.230,328$12M9.9%+1.9%0.127%
7/17/2025 Financial Partners Group LLC83,827$4.37M1.6%+142.1%0.046%
7/17/2025 Avior Wealth Management LLC27,516$1.43M0.0%-2.7%0.015%
7/17/2025 Tempus Wealth Planning LLC9,652$503K0.1%+96.6%0.005%
7/16/2025 Diversified Enterprises LLC32,025$1.67M0.1%-1.7%0.018%
7/16/2025 Lloyd Advisory Services LLC.23,119$1.20M0.6%N/A0.013%
7/16/2025 Embree Financial Group5,511$287K0.0%-12.4%0.003%
7/16/2025 Cresta Advisors Ltd.47,565$2.48M1.2%-11.6%0.026%
7/16/2025 Register Financial Advisors LLC1,220$64K0.0%-47.4%0.001%
7/16/2025 Perigon Wealth Management LLC23,553$1.23M0.0%-39.6%0.013%
7/16/2025 Maridea Wealth Management LLC8,164$425K0.1%+57.5%0.004%
7/16/2025 Magnus Financial Group LLC7,649$399K0.0%+66.4%0.004%
7/15/2025 McAdam LLC43,761$2.28M0.1%-14.0%0.024%
7/15/2025 Well Done LLC5,712$298K0.1%N/A0.003%
7/15/2025 Spectrum Planning & Advisory Services Inc.7,189$375K0.2%-44.3%0.004%
7/15/2025 North Star Investment Management Corp.13,455$701K0.0%-2.2%0.007%
7/15/2025 Aspire Capital Advisors LLC86,187$4.49M1.2%-16.9%0.047%
7/15/2025 Retireful LLC8,079$421K0.3%-15.1%0.004%
7/15/2025 Mather Group LLC.16,120$840K0.0%+7,919.9%0.009%
7/15/2025 Carr Financial Group Corp8,443$440K0.1%-73.7%0.005%
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7/14/2025 AdvisorNet Financial Inc1,242$65K0.0%+943.7%0.001%
7/14/2025 Capital CS Group LLC27,584$1.44M2.3%+25.0%0.015%
7/14/2025 S.A. Mason LLC2,600$135K0.1%-16.1%0.001%
7/14/2025 Iams Wealth Management LLC20,394$1.06M0.5%-16.1%0.011%
7/14/2025 U.S. Capital Wealth Advisors LLC66,551$3.47M0.1%+66.9%0.037%
7/14/2025 Park Avenue Securities LLC119,509$6.23M0.1%+35.7%0.066%
7/14/2025 Sowell Financial Services LLC58,581$3.05M0.1%+9.4%0.032%
7/14/2025 Physician Wealth Advisors Inc.185,500$9.67M1.5%+53.3%0.102%
7/11/2025 Silver Oak Securities Incorporated60,952$3.18M0.3%+42.0%0.034%
7/11/2025 My Legacy Advisors LLC29,180$1.54M0.5%+58.7%0.016%
7/11/2025 Essex Savings Bank7,552$393K0.1%N/A0.004%
7/10/2025 Redhawk Wealth Advisors Inc.6,104$318K0.0%-84.8%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC2,428,269$127.75M0.2%-3.1%1.340%
7/10/2025 Moller Wealth Partners36,723$1.91M0.4%-4.6%0.020%
7/10/2025 Wedmont Private Capital9,641$506K0.0%+12.1%0.005%
7/10/2025 Signal Advisors Wealth LLC16,355$852K0.1%+122.7%0.009%
7/10/2025 Focus Financial Network Inc.80,351$4.19M0.2%+37.0%0.044%
7/10/2025 Sovran Advisors LLC4,258$222K0.0%N/A0.002%
7/9/2025 Sapient Capital LLC43,900$2.29M0.0%-10.1%0.024%
7/9/2025 Seneca House Advisors16,262$847K0.4%-4.7%0.009%
7/9/2025 Lifelong Wealth Advisors Inc.51,942$2.71M0.9%+68.9%0.029%
7/9/2025 Keystone Wealth Services LLC22,953$1.20M0.3%+1.2%0.013%
7/9/2025 Fiduciary Alliance LLC6,200$323K0.0%+30.3%0.003%
7/9/2025 Summit Financial Consulting LLC45,348$2.36M2.1%+10.4%0.025%
7/9/2025 Bulwark Capital Corp48,736$2.54M2.1%N/A0.027%
7/9/2025 Beacon Financial Group10,666$556K0.1%+21.9%0.006%
7/8/2025 NBC Securities Inc.34,135$1.78M0.1%-13.2%0.019%
7/8/2025 Parallel Advisors LLC508$26K0.0%-35.6%0.000%
7/7/2025 Investors Research Corp7,087$369K0.1%+54.7%0.004%
7/7/2025 OMNI 360 Wealth Inc.9,242$482K0.2%N/A0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,447$805K0.1%N/A0.009%
7/7/2025 RDA Financial Network23,752$1.24M0.3%+150.2%0.013%
7/3/2025 City Center Advisors LLC54,744$2.85M3.1%-10.9%0.030%
7/2/2025 HBW Advisory Services LLC81,137$4.23M0.5%+24.8%0.045%
7/1/2025 Bush Investment Group LLC30,937$1.61M1.1%+62.2%0.017%
5/29/2025Apeiron RIA LLC26,529$1.22M0.4%+353.5%0.015%
5/22/2025Rollins Financial Advisors LLC9,472$436K0.1%+34.7%0.005%
5/21/2025 McAdam LLC50,863$2.34M0.1%-5.3%0.029%
5/21/2025Geneos Wealth Management Inc.3,885$179K0.0%-11.7%0.002%
5/20/2025Belpointe Asset Management LLC6,261$288K0.0%-85.6%0.004%
5/20/2025Blue Rock Wealth Management LLC11,400$525K0.4%+35.7%0.006%
5/20/2025Focus Partners Wealth176,602$8.13M0.0%-1.7%0.099%
5/20/2025Integrity Alliance LLC.301,329$13.87M0.5%+606.4%0.169%
5/19/2025Jane Street Group LLC182,870$8.42M0.0%+444.6%0.103%
5/19/2025Game Plan Financial Advisors LLC8,590$395K0.2%+3.6%0.005%
5/16/2025Prostatis Group LLC60,480$2.78M0.9%+233.7%0.034%
5/16/2025Semmax Financial Advisors Inc.7,236$337K0.1%N/A0.004%
5/16/2025Arete Wealth Advisors LLC57,975$2.67M0.2%-25.1%0.033%
5/16/2025Ashton Thomas Private Wealth LLC56,416$2.60M0.1%+95.6%0.032%
5/16/2025Goldman Sachs Group Inc.339,471$15.62M0.0%-69.2%0.187%
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5/16/2025Jones Financial Companies Lllp11,799$543K0.0%-93.4%0.007%
5/16/2025Pinnacle Family Advisors LLC106,088$4.88M2.7%-5.0%0.060%
5/16/2025NewEdge Advisors LLC165,679$7.63M0.0%+28.5%0.093%
5/16/2025Integrated Wealth Concepts LLC532,591$24.51M0.3%+16.8%0.299%
5/16/2025Banque Transatlantique SA2,600$111K0.0%N/A0.001%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.135,266$6.23M1.0%+53.4%0.076%
5/15/2025Federation des caisses Desjardins du Quebec86,645$3.99M0.0%-4.1%0.049%
5/15/2025EP Wealth Advisors LLC24,367$1.12M0.0%-19.8%0.014%
5/15/2025Core Wealth Advisors Inc.376,472$17.33M5.5%-2.6%0.212%
5/15/2025Royal Bank of Canada1,249,079$57.48M0.0%0.0%0.702%
(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, 537 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 ($127.75M).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 505 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 ($8.16M), 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 66,455,388 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

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

Of the 191 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: Ameriprise Financial Inc. ($1.23M), Bank of America Corp DE ($847.53K), Goldman Sachs Group Inc. ($763.53K), Redhawk Wealth Advisors Inc. ($733.62K), HighTower Advisors LLC ($531.49K), Fisher Asset Management LLC ($432.92K), and Demars Financial Group LLC ($326.08K).

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

Institutional investors have sold a total of 9,075,590 shares in the last 24 months. This volume of shares sold represents approximately $429.09M in transactions.



This page (NYSEARCA:XLG) was last updated on 7/21/2025 by MarketBeat.com Staff
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