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XLG · Invesco S&P 500 Top 50 ETF ETF

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$63.04 -0.25 (-0.40%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $2,298,940
Total Shares: 37,546

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
77.4%
Sep 2023 → Jun 2026 · range 10.9% – 77.4%
+64.7 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 29.8% – 100.0%
+66.8 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 42.6% – 100.0%
+53.1 pts
HHI
6,472
Sep 2023 → Jun 2026 · range 291 – 6,472
Highly concentrated+6,113

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
2
Sold Out
560
Unchanged
1
Holder count: -559
Institutional value: -99.9%
Shares held: -100.0%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −52,918 29,057
Corient Private Wealth LLC −5,166 8,244

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Cornerstone Financial Management LLC 72 $4,408

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 9,990,301 $544,970,919
MORGAN STANLEY 6,506,378 $354,922,917
WELLS FARGO & COMPANY/MN 3,506,546 $191,282,084
BANK OF AMERICA CORP /DE/ 3,226,423 $176,001,373
RAYMOND JAMES FINANCIAL INC 2,855,522 $155,768,724
Filter: New 1 Increased 0 Reduced 2 Sold out 560 Unchanged 1
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC XLG $1,062,769 46.23% 17,357
CITADEL ADVISORS LLC XLG $716,391 31.16% 11,700
Corient Private Wealth LLC XLG $504,780 21.96% 8,244
TUCKER ASSET MANAGEMENT LLC XLG $10,592 0.46% 173
Cornerstone Financial Management LLC XLG $4,408 0.19% 72