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

Invesco S&P 500 Top 50 ETF logo
$64.70 +0.45 (+0.70%)
Closing price 10/5/2026 04:10 PM Eastern
Extended Trading
$64.74 +0.03 (+0.05%)
As of 10/5/2026 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Number of
Institutional Buyers
(last 12 months)
455
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$839.91M
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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
10/5/2026MassMutual Private Wealth & Trust FSB8,565$545K0.0%N/A0.005%
10/2/2026 Polaris Financial Partners333,977$21.42M9.9%N/A0.181%
9/23/2026QRG Capital Management Inc.3,485$213K0.0%N/A0.002%
9/23/2026Envestnet Asset Management Inc.1,119,532$68.67M0.0%-6.0%0.609%
9/9/2026Sequoia Financial Advisors LLC38,654$2.39M0.0%+77.0%0.022%
9/9/2026Integrated Wealth Concepts LLC243,057$14.92M0.1%+2.5%0.139%
9/9/2026RFG Advisory LLC25,145$1.54M0.0%-2.1%0.014%
9/9/2026NewEdge Advisors LLC284,193$17.62M0.1%+50.2%0.163%
9/9/2026IFP Advisors Inc49,555$3.10M0.1%+198.8%0.028%
9/9/2026Baird Financial Group Inc.130,293$8.03M0.0%+13.2%0.075%
9/9/2026Beacon Investment Advisory Services Inc.1,817$113K0.0%N/A0.001%
9/9/2026One Charles Private Wealth Services LLC3,258$208K0.0%N/A0.002%
9/9/2026XY Planning Network Inc.4,931$302K0.0%N/A0.003%
9/8/2026Allworth Financial LP32,106$1.98M0.0%+35.0%0.018%
9/8/2026Waverly Advisors LLC11,419$699K0.0%+19.5%0.007%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group26,770$1.71M0.2%-3.5%0.015%
8/27/2026Corient Private Wealth LP67,467$4.29M0.0%+403.1%0.039%
8/23/2026Atlantic Private Wealth LLC888$57K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC155,355$9.53M0.2%N/A0.089%
8/23/2026PCG Wealth Advisors LLC47,241$2.89M0.6%+17.7%0.027%
8/23/2026Aspire Capital Advisors LLC94,434$5.78M1.1%+17.3%0.054%
8/23/2026POM Investment Strategies LLC3,730$228K0.3%-9.1%0.002%
8/23/2026HB Wealth Management LLC8,150$520K0.0%N/A0.005%
8/23/2026Nvest Financial LLC29,725$1.90M0.6%N/A0.017%
8/23/2026Hutchens & Kramer Investment Management Group LLC64,645$3.96M1.1%-6.2%0.037%
8/23/2026Asset Allocation Strategies LLC71,036$4.35M0.7%-2.9%0.041%
8/22/2026Comprehensive Financial Planning Inc. PA92,770$5.68M3.0%+0.8%0.053%
8/22/2026Sapient Capital LLC39,396$2.41M0.0%-2.0%0.023%
8/22/2026Concurrent Investment Advisors LLC153,999$9.44M0.1%+9.1%0.088%
8/21/2026Retireful LLC13,778$845K0.8%+2.6%0.008%
8/21/2026Leo H. Evart Inc.1,260$80K0.1%N/A0.001%
8/21/2026Rodgers & Associates LTD11,720$748K0.1%N/A0.007%
8/21/2026Continuum Advisory LLC2,374$145K0.0%N/A0.001%
8/21/2026Birch Capital Management LLC438$27K0.0%N/A0.000%
8/21/2026Firestone Capital Management3,410$209K0.0%N/A0.002%
8/21/2026XML Financial LLC50,646$3.23M0.2%N/A0.029%
8/21/2026Tsfg LLC9,802$607K0.1%-92.8%0.006%
8/21/2026Bedel Financial Consulting Inc.5,564$341K0.0%N/A0.003%
8/21/2026Investors Research Corp24,517$1.54M0.3%+129.2%0.014%
8/20/2026Avant Capital LLC12,686$777K0.5%-4.9%0.007%
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8/20/2026Jackson Wealth Management LLC5,503$337K0.2%-96.2%0.003%
8/20/2026JNBA Financial Advisors197,898$12.12M0.6%+15,731.8%0.113%
8/20/2026Strategic Advisors LLC6,409$392K0.1%N/A0.004%
8/20/2026BTG Pactual Asset Management US LLC9,705$594K0.0%N/A0.006%
8/20/2026M Holdings Securities Inc.14,099$895K0.1%N/A0.008%
8/20/2026Headlands Technologies LLC6,541$401K0.0%+44.9%0.004%
8/14/2026Ancora Advisors LLC1,178$72K0.0%N/A0.001%
7/12/2026Walker Asset Management LLC41,179$2.52M1.3%+2.5%0.024%
7/10/2026Investors Research Corp11,037$676K0.1%+3.2%0.006%
7/10/2026William Mack & Associates Inc.3,706$227K0.1%N/A0.002%
7/10/2026Wealth Group Ltd3,545$217K0.0%N/A0.002%
7/10/2026Redhawk Wealth Advisors Inc.9,129$559K0.1%+36.1%0.005%
7/10/2026FFG Retirement Advisors LLC3,722$228K0.1%-95.8%0.002%
7/9/2026Key Client Fiduciary Advisors LLC13,549$830K0.2%+1.5%0.008%
7/9/2026Sapient Capital LLC39,396$2.41M0.0%-2.0%0.023%
7/9/2026Focus Financial Network Inc.18,271$1.12M0.0%-73.9%0.010%
7/9/2026IFC & Insurance Marketing Inc.113,274$6.94M6.1%+8.3%0.065%
7/8/2026Baring Financial LLC19,825$1.21M0.7%-2.9%0.011%
7/8/2026Beacon Investment Advisory Services Inc.996$61K0.0%N/A0.001%
7/8/2026First Heartland Consultants Inc.12,280$752K0.0%+8.2%0.007%
7/8/2026Green Ridge Wealth Planning LLC228,719$14.00M5.9%+2.9%0.131%
7/8/2026Cooper Financial Group11,373$696K0.1%-2.1%0.006%
7/8/2026Eclectic Associates Inc. ADV3,640$223K0.0%N/A0.002%
7/7/2026Avior Wealth Management LLC24,350$1.49M0.0%-2.3%0.014%
7/7/2026CoreCap Advisors LLC35,692$2.19M0.1%-8.0%0.021%
7/7/2026City Center Advisors LLC61,579$3.77M3.1%+7.4%0.036%
7/6/2026Bulwark Capital Corp63,937$3.92M2.2%+31.7%0.038%
7/6/2026Trilogy 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%
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%
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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 AR56,600$3.09M1.1%+5.3%0.032%
5/6/2026Main Street Group LTD1,370$75K0.0%N/A0.001%


XLG Institutional Ownership - Frequently Asked Questions

During the previous two years, 686 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 ($28.05M), LPL Financial LLC ($4.24M), Soundwatch Capital LLC ($3.44M), Invesco Ltd. ($3.36M), Raymond James Financial Inc. ($2.90M), Bank of New York Mellon Corp ($2.48M), and JPMorgan Chase & Co. ($2.05M).

Institutional investors have bought a total of 19,338,869 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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: Soundwatch Capital LLC ($3.43M), GPS Wealth Strategies Group LLC ($1.27M), Bank of America Corp DE ($1.22M), Sanctuary Advisors LLC ($815.78K), Private Advisor Group LLC ($711.30K), Two Sigma Investments LP ($606.80K), and Northwestern Mutual Wealth Management Co. ($453.66K).

Institutional investors have sold a total of 14,692,370 shares in the last 24 months. This volume of shares sold represents approximately $839.91M in transactions.



Institutional ownership data for NYSEARCA:XLG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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