Go Pro

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

Invesco S&P 500 Top 50 ETF logo
$61.99 -0.11 (-0.18%)
As of 11:22 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
450
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$836.82M
Get XLG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Top 50 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/23/2026 Atlantic Private Wealth LLC888$57K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC155,355$9.53M0.2%N/A0.089%
8/23/2026 PCG Wealth Advisors LLC47,241$2.89M0.6%+17.7%0.027%
8/23/2026 Aspire Capital Advisors LLC94,434$5.78M1.1%+17.3%0.054%
8/23/2026 POM Investment Strategies LLC3,730$228K0.3%-9.1%0.002%
8/23/2026 HB Wealth Management LLC8,150$520K0.0%N/A0.005%
8/23/2026 Nvest Financial LLC29,725$1.90M0.6%N/A0.017%
8/23/2026 Hutchens & Kramer Investment Management Group LLC64,645$3.96M1.1%-6.2%0.037%
8/23/2026 Asset Allocation Strategies LLC71,036$4.35M0.7%-2.9%0.041%
8/22/2026 Comprehensive Financial Planning Inc. PA92,770$5.68M3.0%+0.8%0.053%
8/22/2026 Sapient Capital LLC39,396$2.41M0.0%-2.0%0.023%
8/22/2026 Concurrent Investment Advisors LLC153,999$9.44M0.1%+9.1%0.088%
8/21/2026 Retireful LLC13,778$845K0.8%+2.6%0.008%
8/21/2026 Leo H. Evart Inc.1,260$80K0.1%N/A0.001%
8/21/2026 Rodgers & Associates LTD11,720$748K0.1%N/A0.007%
8/21/2026 Continuum Advisory LLC2,374$145K0.0%N/A0.001%
8/21/2026 Birch Capital Management LLC438$27K0.0%N/A0.000%
8/21/2026 Firestone Capital Management3,410$209K0.0%N/A0.002%
8/21/2026 XML Financial LLC50,646$3.23M0.2%N/A0.029%
8/21/2026 Tsfg LLC9,802$607K0.1%-92.8%0.006%
8/21/2026 Bedel Financial Consulting Inc.5,564$341K0.0%N/A0.003%
8/21/2026 Investors Research Corp24,517$1.54M0.3%+129.2%0.014%
8/20/2026 Avant Capital LLC12,686$777K0.5%-4.9%0.007%
8/20/2026 Jackson Wealth Management LLC5,503$337K0.2%-96.2%0.003%
8/20/2026 JNBA Financial Advisors197,898$12.12M0.6%+15,731.8%0.113%
8/20/2026 Strategic Advisors LLC6,409$392K0.1%N/A0.004%
8/20/2026 BTG Pactual Asset Management US LLC9,705$594K0.0%N/A0.006%
8/20/2026 M Holdings Securities Inc.14,099$895K0.1%N/A0.008%
8/20/2026 Headlands Technologies LLC6,541$401K0.0%+44.9%0.004%
8/14/2026 Ancora Advisors LLC1,178$72K0.0%N/A0.001%
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%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
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%
6/3/2026 NewEdge Advisors LLC189,148$10.32M0.0%-22.0%0.107%
6/1/2026 Flagship Wealth Advisors LLC49,079$2.56M1.0%-51.0%0.028%
5/22/2026 Verus Capital Partners LLC5,892$321K0.0%-85.4%0.003%
5/19/2026 Western Wealth Management LLC55,526$3.03M0.1%-65.2%0.032%
5/19/2026 NewEdge Advisors LLC132,842$7.25M0.1%-45.2%0.075%
5/19/2026 Bank of America Corp DE3,226,423$176.00M0.0%-27.4%1.832%
5/19/2026 Centaurus Financial Inc.215,811$11.77M0.6%+6.3%0.123%
5/19/2026 Ashton Thomas Securities LLC356,650$19.46M2.4%+4.7%0.203%
5/18/2026 EverSource Wealth Advisors LLC6,476$353K0.0%+68.3%0.004%
5/18/2026 Core Wealth Advisors Inc.389,962$21.27M5.1%+5.7%0.221%
5/18/2026 Royal Bank of Canada1,569,561$85.62M0.0%-4.9%0.891%
5/18/2026 Empowered Funds LLC24,146$1.32M0.0%-53.7%0.014%
5/16/2026 Quantinno Capital Management LP17,384$948K0.0%-49.8%0.010%
5/15/2026 Gateway Wealth Partners LLC59,280$3.23M0.1%N/A0.034%
5/15/2026 Waverly Advisors LLC9,555$521K0.0%-82.9%0.005%
5/14/2026 Hilltop Holdings Inc.22,789$1.24M0.1%-2.0%0.013%
5/14/2026 Compound Planning Inc.4,131$225K0.0%N/A0.002%
5/14/2026 Modern 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 AR56,600$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%
Someone just dumped the biggest gold fund. (Ad)

Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing total outflows to 14 billion. At the same time, the World Gold Council recorded the highest quarterly central bank gold buying on record, with buyers taking physical delivery instead of paper shares.tc pixel

Discover the company on the buying side before the September 30th delivery date.
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%


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 629 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 18,906,710 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Of the 221 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 14,645,804 shares in the last 24 months. This volume of shares sold represents approximately $836.82M 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 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners