Who Owns XLG?
Invesco S&P 500 Top 50 ETF — Institutional Ownership & 13F Holdings
$60.83
+0.19 (+0.31%)
Market Cap
$11.6B
Shares Outstanding
208,845,583
Institutional Holders
508
Total Inst. Value
$3.7B
% of Float Held
—
QoQ Holder Change
+295
Institutional data as of Q1 2025
New Positions
181
Closed Positions
45
Increased
145
Decreased
133
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Demars Financial Group, LLC | $610.1M | 28,077,062 |
| 2 | MORGAN STANLEY | $328.7M | 7,141,837 |
| 3 | BANK OF AMERICA CORP /DE/ | $195.1M | 4,239,030 |
| 4 | Invesco Ltd. | $154.8M | 3,363,435 |
| 5 | WELLS FARGO & COMPANY/MN | $150.5M | 3,269,317 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $115.3M | 2,505,947 |
| 7 | Bank of New York Mellon CorpNew | $110.6M | 2,402,369 |
| 8 | UBS Group AG | $105.4M | 2,290,900 |
| 9 | RAYMOND JAMES FINANCIAL INC | $104.9M | 2,279,275 |
| 10 | JPMORGAN CHASE & CO | $85.9M | 1,867,009 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +171K | $328.7M |
| BANK OF AMERICA CORP /DE/ | +207K | $195.1M |
| Invesco Ltd. | +2.3M | $154.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +1.7M | $115.3M |
| Bank of New York Mellon CorpNew | +2.4M | $110.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Fisher Asset Management, LLC | -4.8M | $7.4M |
| AMERIPRISE FINANCIAL INC | -1.2M | $67.9M |
| THRIVENT FINANCIAL FOR LUTHERANS | -776K | $3K |
| GOLDMAN SACHS GROUP INC | -764K | $15.6M |
| HighTower Advisors, LLC | -531K | $19.3M |
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Frequently Asked Questions
How many institutional investors hold XLG?
As of Q1 2025, 508 institutional investors report holding XLG (Invesco S&P 500 Top 50 ETF) in their 13F filings.
Which hedge fund owns the most XLG?
The largest institutional holder of XLG is Demars Financial Group, LLC with $610.1M in shares.
Are institutions buying or selling XLG?
This quarter, 181 institutions opened new positions in XLG and 45 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.