INVESCO S&P 500 TOP 50 ETF (XLG) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 TOP 50 ETF (XLG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Ep Wealth Advisors, Llc, Mercer Global Advisors Inc, Newedge Advisors, Llc, and Green Ridge Wealth Planning Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Redwood Investment Management, Llc | Buy | +36,836 | +124.2% | 66,486 | $3.94K | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +59,945 | — | 59,945 | $3.55M | Q4 2025 | Aug 11, 2026 |
| Verus Capital Partners, Llc | Buy | +3,578 | +9.8% | 39,925 | $2.37M | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Buy | +26 | +100.0% | 52 | $3.02K | Q4 2025 | Jul 01, 2026 |
| Independent Financial Group, Llc | Buy | +945 | +1.7% | 57,430 | $3.40M | Q4 2025 | May 15, 2026 |
| Pioneer Family Office, Llc | Buy | +41,600 | — | 41,600 | $2.47M | Q4 2025 | May 14, 2026 |
| Westco Advisory Services Inc | Buy | +6,523 | — | 6,523 | $386.68K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +1,504 | — | 1,504 | $89.16K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +156,236 | — | 156,236 | $9.26M | Q4 2025 | May 07, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -35 | -0.8% | 4,515 | $267.65K | Q4 2025 | Apr 24, 2026 |
| Estate Planners Group, Llc | Buy | +201,128 | — | 201,128 | $11.92M | Q4 2025 | Apr 07, 2026 |
| Beacon Financial Group | Buy | +15,558 | — | 15,558 | $922.28K | Q4 2025 | Apr 01, 2026 |
| Bank Of New Hampshire | Buy | +6,320 | — | 6,320 | $374.65K | Q4 2025 | Mar 16, 2026 |
| Green Ridge Wealth Planning Llc | Buy | +215,624 | — | 215,624 | $12.78M | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +25,800 | — | 25,800 | $1.53M | Q4 2025 | Mar 06, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +3,442 | — | 3,442 | $204.04K | Q4 2025 | Mar 05, 2026 |
| Stenger Family Office, Llc | Buy | +78,084 | — | 78,084 | $4.63M | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +12,451 | — | 12,451 | $738.12K | Q4 2025 | Mar 03, 2026 |
| Ejmk Ventures Llc | Buy | +4,679 | — | 4,679 | $277.37K | Q4 2025 | Mar 03, 2026 |
| Arwa Llc | Buy | +5,235 | — | 5,235 | $310.32K | Q4 2025 | Feb 27, 2026 |
| Dgs Capital Management, Llc | Sell | -42 | -1.1% | 3,688 | $218.63K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +350 | — | 350 | $20.75K | Q4 2025 | Feb 20, 2026 |
| Wealthpoint Financial, Llc | Buy | +69,239 | — | 69,239 | $4.10M | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth Llc | Buy | +13,488 | — | 13,488 | $799.55K | Q4 2025 | Feb 19, 2026 |
| Briggs Wealth Management, Inc | Buy | +6,134 | — | 6,134 | $363.62K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +57 | — | 57 | $3.38K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +2,729,485 | — | 2,729,485 | $161.80M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +362,426 | — | 362,426 | $21.48M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +306,782 | — | 306,782 | $18.19M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +242,488 | — | 242,488 | $14.37M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about XLG activity
Which institutional owners are buying XLG?
Institutional owners buying XLG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLG activity?
"Buy" means an investor increased their reported position in XLG compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 TOP 50 ETF (XLG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLG increasing?
Institutional interest in XLG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.