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

Invesco S&P 500 Top 50 ETF logo
$63.60 -0.63 (-0.98%)
As of 11:53 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
499
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$2.40B
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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
5/15/2026Waverly 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%
5/14/2026 Lido Advisors LLC1,327,458$72.41M0.2%+6.2%0.754%
5/13/2026 Cetera Investment Advisers692,477$37.78M0.0%-9.6%0.393%
5/13/2026 Wealthspire Retirement LLC35,649$1.95M0.1%-1.2%0.020%
5/13/2026 Goepper Burkhardt LLC5,420$296K0.1%N/A0.003%
5/13/2026 First Trust Advisors LP4,456$243K0.0%-19.8%0.003%
5/12/2026 Insight Advisors LLC PA11,348$619K0.1%+3.6%0.006%
5/8/2026 Johnson Financial Group Inc.2,071,676$113.01M4.1%+2.7%1.176%
5/8/2026 JSF Financial LLC179,305$9.78M1.9%+8.1%0.102%
5/7/2026 Florida Financial Advisors LLC13,594$742K0.2%-37.6%0.008%
5/7/2026 AlTi Global Inc.14,210$775K0.0%+38.5%0.008%
5/7/2026 Vision Retirement LLC170,625$9.31M2.6%+9.2%0.097%
5/7/2026 Ascent Wealth Partners LLC7,837$428K0.0%N/A0.004%
5/6/2026 Centennial Bank AR 56,600$3.09M1.1%+5.3%0.032%
5/6/2026 Main Street Group LTD1,370$75K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC51,059$2.79M0.1%N/A0.029%
5/5/2026 D.A. Davidson & CO.137,242$7.49M0.0%+1.2%0.078%
5/5/2026 Seros Financial LLC172,669$9.42M6.0%+7.0%0.098%
5/5/2026 IMC Chicago LLC6,001$327K0.0%N/A0.003%
5/5/2026 Geneos Wealth Management Inc.4,831$264K0.0%-4.7%0.003%
5/5/2026 Ethos Financial Group LLC32,582$1.78M0.1%-80.8%0.019%
5/5/2026 Sanctuary Advisors LLC225,383$12.30M0.1%-78.2%0.128%
5/5/2026 BlueChip Wealth Advisors LLC5,021$274K0.1%-21.1%0.003%
5/5/2026 Sigma Planning Corp53,455$2.92M0.1%-8.8%0.030%
5/4/2026 HBW 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%
5/4/2026 Del Sette Capital Management LLC15,129$825K0.5%-3.6%0.009%
5/2/2026 International Assets Investment Management LLC1,587$87K0.0%-27.5%0.001%
5/1/2026 Fifth Third Bancorp49,699$2.71M0.0%+1,524.2%0.028%
5/1/2026 Simplicity Wealth LLC4,753$259K0.0%-69.7%0.003%
5/1/2026 Sequoia Financial Advisors LLC21,841$1.19M0.0%-5.8%0.012%
4/30/2026 Beacon Financial Group6,498$354K0.0%-58.2%0.004%
4/30/2026 Kestra Advisory Services LLC485,942$26.51M0.1%+3.2%0.276%
4/30/2026 Demars Financial Group LLC775,044$42.28M13.9%-2.5%0.441%
4/30/2026 CFS Investment Advisory Services LLC25,832$1.55M0.1%-91.6%0.015%
4/29/2026 Meitav Investment House Ltd.17,218$939K0.0%+68.3%0.010%
4/29/2026 Integrated Advisors Network LLC16,407$895K0.0%-23.8%0.009%
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4/28/2026 Bogart Wealth LLC1,099,124$59.96M2.3%+2.3%0.625%
4/28/2026 Fortune 45 LLC11,003$600K0.3%-5.1%0.006%
4/28/2026 Latitude Advisors LLC12,185$665K0.3%+52.6%0.007%
4/28/2026 Beacon Financial Advisory LLC9,253$505K0.1%-64.0%0.005%
4/28/2026 Evolution Wealth Management Inc.16,350$892K0.6%-1.3%0.009%
4/27/2026 Apeiron RIA LLC62,422$3.41M0.8%-19.9%0.035%
4/27/2026 World Investment Advisors164,652$8.98M0.1%+0.1%0.094%
4/27/2026 Private Advisor Group LLC657,981$35.89M0.2%-8.2%0.374%
4/27/2026 Elevation Point Wealth Partners LLC57,836$3.16M0.1%+1.2%0.033%
4/27/2026 Sound Income Strategies LLC34,341$1.89M0.1%-3.9%0.020%
4/25/2026 Physician Wealth Advisors Inc.4,877$266K0.0%-98.8%0.003%
4/25/2026 KPP Advisory Services LLC166,900$9.10M1.3%+3.6%0.095%
4/24/2026 Horizon 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%
4/24/2026 Columbia Advisory Partners LLC9,262$505K0.3%-60.2%0.005%
4/24/2026 Impact Partnership Wealth LLC5,264$287K0.0%N/A0.003%
4/23/2026 Daviman Financial LLC6,576$359K0.2%-95.5%0.004%
4/23/2026 Mayflower Financial Advisors LLC19,225$1.05M0.1%-87.8%0.011%
4/23/2026 Asset Allocation Strategies LLC73,156$3.99M0.7%-55.3%0.042%
4/23/2026 Portus Wealth Advisors LLC1,997$109K0.1%-96.0%0.001%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,686$528K0.0%-79.2%0.006%
4/22/2026 Janney Montgomery Scott LLC107,362$5.86M0.0%-49.9%0.061%
4/22/2026 Cornerstone Wealth Group LLC75,088$4.47M0.3%+823.6%0.043%
4/22/2026 Goodman Advisory Group LLC1,344$73K0.0%+761.5%0.001%
4/22/2026 Citrine Capital LLC5,000$273K0.1%N/A0.003%
4/22/2026 FWG Investments LLC.22,195$1.21M0.8%-15.7%0.013%
4/21/2026 Maridea Wealth Management LLC9,524$520K0.1%-10.2%0.005%
4/21/2026 Laurel Oak Wealth Management LLC4,537$247K0.0%-19.1%0.003%
4/21/2026 Sequent Planning LLC22,199$1.21M0.3%-2.7%0.013%
4/21/2026 Balance Wealth LLC39,223$2.14M0.7%-0.6%0.022%
4/21/2026 Silver Oak Securities Incorporated8,447$461K0.0%-83.4%0.005%
4/21/2026 Fiduciary Alliance LLC4,606$273K0.0%-31.2%0.003%
4/20/2026 Kestra Private Wealth Services LLC85,226$4.65M0.1%+1,589.3%0.048%
4/20/2026 MinichMacGregor Wealth Management LLC4,317$235K0.0%-7.5%0.002%
4/20/2026 RFG Advisory LLC25,683$1.40M0.0%+6.2%0.015%
4/18/2026 PMG Wealth Management Inc.126,338$6.89M5.0%-45.4%0.072%
4/17/2026 Total Clarity Wealth Management Inc.14,597$796K0.2%-28.2%0.008%
4/17/2026 Signal Advisors Wealth LLC38,670$2.11M0.1%-12.3%0.022%
4/17/2026 AdvisorNet Financial Inc2,500$136K0.0%-11.8%0.001%
4/17/2026 IFC & Insurance Marketing Inc.104,612$5.71M6.0%+30.3%0.059%
4/17/2026 Stewardship Advisors LLC5,094$278K0.1%+17.4%0.003%
4/17/2026 Capital Advisors Ltd. LLC30,479$1.66M0.2%+53.3%0.017%
4/17/2026 Brookstone Capital Management9,648$526K0.0%-72.6%0.005%
4/16/2026 Capstone Wealth Management Group LLC161,674$9.58M5.9%-10.6%0.092%
4/16/2026 Spectrum Planning & Advisory Services Inc.9,239$504K0.2%-10.0%0.005%
4/16/2026 Triad Wealth Partners LLC8,155$445K0.0%+42.3%0.005%
4/16/2026 Founders Financial Securities LLC4,824$274K0.0%-73.3%0.003%
4/16/2026 Future Financial Wealth Managment LLC5,224$310K0.2%+14.2%0.003%
4/15/2026 Nations Financial Group Inc. IA ADV29,589$1.61M0.1%-4.2%0.017%
3/20/2026 Hsbc Holdings PLC25,800$1.53M0.0%N/A0.013%
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3/17/2026Rockefeller Capital Management L.P.320,335$18.99M0.0%+3.9%0.165%
3/11/2026 Green Ridge Wealth Planning LLC215,624$12.78M6.5%N/A0.111%
3/9/2026Corient Private Wealth LLC14,104$836K0.0%+3.2%0.007%
3/6/2026 Hsbc Holdings PLC25,800$1.53M0.0%N/A0.013%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management3,442$204K0.2%N/A0.002%
3/5/2026Bush Investment Group LLC64,332$3.81M2.1%+1.8%0.033%
3/4/2026 Stenger Family Office LLC78,084$4.63M1.0%-5.2%0.040%
3/3/2026 EJMK Ventures LLC4,679$277K0.2%N/A0.002%
2/27/2026 Arwa LLC5,235$310K0.2%N/A0.003%
2/19/2026 WealthPoint Financial LLC69,239$4.10M3.6%N/A0.036%


XLG Institutional Ownership - Frequently Asked Questions

During the previous two years, 679 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), Bank of America Corp DE ($244.36M), JPMorgan Chase & Co. ($227.70M), Wells Fargo & Company MN ($225.99M), 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 632 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 30,711,448 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 259 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), GPS Wealth Strategies Group LLC ($1.27M), Sanctuary Advisors LLC ($815.78K), Goldman Sachs Group Inc. ($763.53K), and Private Advisor Group LLC ($711.30K).

Institutional investors have sold a total of 44,885,621 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.



This page (NYSEARCA:XLG) was last updated on 5/15/2026 by MarketBeat.com Staff.
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