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

Invesco S&P 500 Top 50 ETF logo
$61.68 -0.52 (-0.84%)
As of 01:48 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)
492
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
256
Total
Institutional Outflows
(last 12 months)
$2.44B
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XLG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Walker Asset Management LLC41,179$2.52M1.3%+2.5%0.024%
7/10/2026 Investors Research Corp11,037$676K0.1%+3.2%0.006%
7/10/2026 William Mack & Associates Inc.3,706$227K0.1%N/A0.002%
7/10/2026 Wealth Group Ltd3,545$217K0.0%N/A0.002%
7/10/2026 Redhawk Wealth Advisors Inc.9,129$559K0.1%+36.1%0.005%
7/10/2026 FFG Retirement Advisors LLC3,722$228K0.1%-95.8%0.002%
7/9/2026 Key Client Fiduciary Advisors LLC13,549$830K0.2%+1.5%0.008%
7/9/2026 Sapient Capital LLC39,396$2.41M0.0%-2.0%0.023%
7/9/2026 Focus Financial Network Inc.18,271$1.12M0.0%-73.9%0.010%
7/9/2026 IFC & Insurance Marketing Inc.113,274$6.94M6.1%+8.3%0.065%
7/8/2026 Baring Financial LLC19,825$1.21M0.7%-2.9%0.011%
7/8/2026 Beacon Investment Advisory Services Inc.996$61K0.0%N/A0.001%
7/8/2026 First Heartland Consultants Inc.12,280$752K0.0%+8.2%0.007%
7/8/2026 Green Ridge Wealth Planning LLC228,719$14.00M5.9%+2.9%0.131%
7/8/2026 Cooper Financial Group11,373$696K0.1%-2.1%0.006%
7/8/2026 Eclectic Associates Inc. ADV3,640$223K0.0%N/A0.002%
7/7/2026 Avior Wealth Management LLC24,350$1.49M0.0%-2.3%0.014%
7/7/2026 CoreCap Advisors LLC35,692$2.19M0.1%-8.0%0.021%
7/7/2026 City Center Advisors LLC61,579$3.77M3.1%+7.4%0.036%
7/6/2026 Bulwark Capital Corp63,937$3.92M2.2%+31.7%0.038%
7/6/2026 Trilogy Capital Inc.9,492$581K0.0%-3.9%0.006%
6/3/2026NewEdge Advisors LLC189,148$10.32M0.0%-22.0%0.107%
6/1/2026Flagship Wealth Advisors LLC49,079$2.56M1.0%-51.0%0.028%
5/22/2026Verus Capital Partners LLC5,892$321K0.0%-85.4%0.003%
5/19/2026Western Wealth Management LLC55,526$3.03M0.1%-65.2%0.032%
5/19/2026NewEdge Advisors LLC132,842$7.25M0.1%-45.2%0.075%
5/19/2026Bank of America Corp DE3,226,423$176.00M0.0%-27.4%1.832%
5/19/2026Centaurus Financial Inc.215,811$11.77M0.6%+6.3%0.123%
5/19/2026Ashton Thomas Securities LLC356,650$19.46M2.4%+4.7%0.203%
5/18/2026EverSource Wealth Advisors LLC6,476$353K0.0%+68.3%0.004%
5/18/2026Core Wealth Advisors Inc.389,962$21.27M5.1%+5.7%0.221%
5/18/2026Royal Bank of Canada1,569,561$85.62M0.0%-4.9%0.891%
5/18/2026Empowered Funds LLC24,146$1.32M0.0%-53.7%0.014%
5/16/2026Quantinno Capital Management LP17,384$948K0.0%-49.8%0.010%
5/15/2026Gateway Wealth Partners LLC59,280$3.23M0.1%N/A0.034%
5/15/2026Waverly Advisors LLC9,555$521K0.0%-82.9%0.005%
5/14/2026Hilltop Holdings Inc.22,789$1.24M0.1%-2.0%0.013%
5/14/2026Compound Planning Inc.4,131$225K0.0%N/A0.002%
5/14/2026Modern Wealth Management LLC26,851$1.48M0.0%N/A0.015%
5/14/2026Lido Advisors LLC1,327,458$72.41M0.2%+6.2%0.754%
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5/13/2026Cetera Investment Advisers692,477$37.78M0.0%-9.6%0.393%
5/13/2026Wealthspire Retirement LLC35,649$1.95M0.1%-1.2%0.020%
5/13/2026Goepper Burkhardt LLC5,420$296K0.1%N/A0.003%
5/13/2026First Trust Advisors LP4,456$243K0.0%-19.8%0.003%
5/12/2026Insight Advisors LLC PA11,348$619K0.1%+3.6%0.006%
5/8/2026Johnson Financial Group Inc.2,071,676$113.01M4.1%+2.7%1.176%
5/8/2026JSF Financial LLC179,305$9.78M1.9%+8.1%0.102%
5/7/2026Florida Financial Advisors LLC13,594$742K0.2%-37.6%0.008%
5/7/2026AlTi Global Inc.14,210$775K0.0%+38.5%0.008%
5/7/2026Vision Retirement LLC170,625$9.31M2.6%+9.2%0.097%
5/7/2026Ascent Wealth Partners LLC7,837$428K0.0%N/A0.004%
5/6/2026Centennial Bank AR 56,600$3.09M1.1%+5.3%0.032%
5/6/2026 Main Street Group LTD1,370$75K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC51,059$2.79M0.1%N/A0.029%
5/5/2026D.A. Davidson & CO.137,242$7.49M0.0%+1.2%0.078%
5/5/2026Seros Financial LLC172,669$9.42M6.0%+7.0%0.098%
5/5/2026IMC Chicago LLC6,001$327K0.0%N/A0.003%
5/5/2026Geneos Wealth Management Inc.4,831$264K0.0%-4.7%0.003%
5/5/2026Ethos Financial Group LLC32,582$1.78M0.1%-80.8%0.019%
5/5/2026Sanctuary Advisors LLC225,383$12.30M0.1%-78.2%0.128%
5/5/2026BlueChip Wealth Advisors LLC5,021$274K0.1%-21.1%0.003%
5/5/2026Sigma Planning Corp53,455$2.92M0.1%-8.8%0.030%
5/4/2026HBW Advisory Services LLC83,033$4.53M0.5%-3.6%0.047%
5/4/2026 Team Financial Group LLC1,389$76K0.0%+22.8%0.001%
5/4/2026Del Sette Capital Management LLC15,129$825K0.5%-3.6%0.009%
5/2/2026International Assets Investment Management LLC1,587$87K0.0%-27.5%0.001%
5/1/2026Fifth Third Bancorp49,699$2.71M0.0%+1,524.2%0.028%
5/1/2026Simplicity Wealth LLC4,753$259K0.0%-69.7%0.003%
5/1/2026Sequoia Financial Advisors LLC21,841$1.19M0.0%-5.8%0.012%
4/30/2026Beacon Financial Group6,498$354K0.0%-58.2%0.004%
4/30/2026Kestra Advisory Services LLC485,942$26.51M0.1%+3.2%0.276%
4/30/2026Demars Financial Group LLC775,044$42.28M13.9%-2.5%0.441%
4/30/2026CFS Investment Advisory Services LLC25,832$1.55M0.1%-91.6%0.015%
4/29/2026Meitav Investment House Ltd.17,218$939K0.0%+68.3%0.010%
4/29/2026Integrated Advisors Network LLC16,407$895K0.0%-23.8%0.009%
4/28/2026Bogart Wealth LLC1,099,124$59.96M2.3%+2.3%0.625%
4/28/2026Fortune 45 LLC11,003$600K0.3%-5.1%0.006%
4/28/2026Latitude Advisors LLC12,185$665K0.3%+52.6%0.007%
4/28/2026Beacon Financial Advisory LLC9,253$505K0.1%-64.0%0.005%
4/28/2026Evolution Wealth Management Inc.16,350$892K0.6%-1.3%0.009%
4/27/2026Apeiron RIA LLC62,422$3.41M0.8%-19.9%0.035%
4/27/2026World Investment Advisors164,652$8.98M0.1%+0.1%0.094%
4/27/2026Private Advisor Group LLC657,981$35.89M0.2%-8.2%0.374%
4/27/2026Elevation Point Wealth Partners LLC57,836$3.16M0.1%+1.2%0.033%
4/27/2026Sound Income Strategies LLC34,341$1.89M0.1%-3.9%0.020%
4/25/2026Physician Wealth Advisors Inc.4,877$266K0.0%-98.8%0.003%
4/25/2026KPP Advisory Services LLC166,900$9.10M1.3%+3.6%0.095%
4/24/2026Horizon Wealth Management LLC20,229$1.10M0.2%+6.3%0.011%
4/24/2026 Walker Asset Management LLC40,186$2.19M1.2%+4.6%0.023%
4/24/2026Columbia Advisory Partners LLC9,262$505K0.3%-60.2%0.005%
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4/24/2026Impact Partnership Wealth LLC5,264$287K0.0%N/A0.003%
4/23/2026Daviman Financial LLC6,576$359K0.2%-95.5%0.004%
4/23/2026 Mayflower Financial Advisors LLC19,225$1.05M0.1%-87.8%0.011%
4/23/2026Asset Allocation Strategies LLC73,156$3.99M0.7%-55.3%0.042%
4/23/2026Portus Wealth Advisors LLC1,997$109K0.1%-96.0%0.001%
4/22/2026Patriot Financial Group Insurance Agency LLC9,686$528K0.0%-79.2%0.006%
4/22/2026Janney Montgomery Scott LLC107,362$5.86M0.0%-49.9%0.061%
4/22/2026Cornerstone Wealth Group LLC75,088$4.47M0.3%+823.6%0.043%
4/22/2026Goodman Advisory Group LLC1,344$73K0.0%+761.5%0.001%
4/22/2026Citrine Capital LLC5,000$273K0.1%N/A0.003%


XLG Institutional Ownership - Frequently Asked Questions

During the previous two years, 682 institutional investors and hedge funds held shares of Invesco S&P 500 Top 50 ETF. The most heavily invested institutionals were LPL Financial LLC ($684.94M), Morgan Stanley ($413.63M), JPMorgan Chase & Co. ($227.70M), Wells Fargo & Company MN ($225.99M), Bank of America Corp DE ($176.00M), Osaic Holdings Inc. ($168.25M), and Raymond James Financial Inc. ($161.80M).Learn more on Invesco S&P 500 Top 50 ETF's institutional investors.

Of the 633 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 ($28.06M), LPL Financial LLC ($4.69M), Soundwatch Capital LLC ($3.44M), Invesco Ltd. ($3.36M), Raymond James Financial Inc. ($2.90M), Wealth Enhancement Advisory Services LLC ($2.50M), and Bank of New York Mellon Corp ($2.48M).

Institutional investors have bought a total of 29,842,754 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

Of the 252 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 ($27.36M), Soundwatch Capital LLC ($3.43M), Invesco Ltd. ($2.33M), Bank of America Corp DE ($1.50M), GPS Wealth Strategies Group LLC ($1.27M), Sanctuary Advisors LLC ($815.78K), and Private Advisor Group LLC ($711.30K).

Institutional investors have sold a total of 45,510,279 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSEARCA:XLG) was last updated on 7/16/2026 by MarketBeat.com Staff.
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