XLG — INVESCO S&P 500 TOP 50 ETF
Reported value held$1.61B
Funds holding (latest)24
Sector—
Funds holding (Q2 2026)18
Institutional value$1.45B · 23.82M sh
New / Add / Cut / Exit4 / 3 / 10 / 0
Top-5 / Top-10 concentration89.7% / 99.3%
Institutional holdings change
Accumulating +33.7%
(+6.00M sh)
Institutional value change
Up +49.5%
As of Q2 2026, 18 SEC-registered investment managers reported holding XLG (INVESCO S&P 500 TOP 50 ETF) in their latest 13F filings, with a combined reported value of $1.45B across 23.82M shares. That is +33.7% by share count (+6.00M shares) versus the previous quarter, while reported value moved +49.5%. Ownership is concentrated: the five largest holders account for 89.7% of reported value and the top ten for 99.3%.
Compared with the prior quarter, 4 opened new positions, 3 added to existing stakes, 10 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 7.17M | $433.56M | 0.05% | New |
| Morgan Stanley history | 6.38M | $390.56M | 0.02% | Reduce |
| Wells Fargo & Co history | 3.45M | $210.97M | 0.04% | Reduce |
| Bank of America Corp history | 3.10M | $189.57M | 0.01% | Reduce |
| UBS Group AG history | 1.30M | $79.61M | 0.01% | Reduce |
| Invesco Ltd history | 931.94K | $57.06M | 0.01% | Reduce |
| Citigroup Inc history | 745.85K | $45.67M | 0.02% | Add |
| Goldman Sachs Group history | 374.67K | $22.94M | 0.00% | Reduce |
| D. E. Shaw & Co history | 155.80K | $9.54M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 62.29K | $3.81M | 0.00% | Add |
| Renaissance Technologies history | 53.30K | $3.26M | 0.00% | New |
| BlackRock Inc history | 35.69K | $2.19M | 0.00% | Add |
| Citadel Advisors history | 29.06K | $1.78M | 0.00% | Reduce |
| AQR Capital Management history | 26.27K | $1.61M | 0.00% | Reduce |
| PNC Financial Services history | 8.00K | $489.84K | 0.00% | Reduce |
| Two Sigma Investments history | 5.15K | $315.33K | 0.00% | Reduce |
| Northern Trust Corp history | 3.30K | $202.18K | 0.00% | New |
| Franklin Resources history | 2.50K | $153.07K | 0.00% | Hold |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.51M | $354.92M | 0.02% | Reduce |
| Wells Fargo & Co history | 3.51M | $191.28M | 0.04% | Reduce |
| Bank of America Corp history | 3.23M | $176.00M | 0.01% | Reduce |
| UBS Group AG history | 1.85M | $100.90M | 0.02% | Reduce |
| Invesco Ltd history | 1.01M | $55.10M | 0.01% | Reduce |
| Goldman Sachs Group history | 715.42K | $39.03M | 0.01% | Add |
| Citigroup Inc history | 597.33K | $32.58M | 0.01% | Add |
| Two Sigma Investments history | 213.45K | $11.64M | 0.01% | New |
| Citadel Advisors history | 81.97K | $4.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 56.87K | $3.10M | 0.00% | Add |
| AQR Capital Management history | 31.39K | $1.71M | 0.00% | Add |
| BlackRock Inc history | 17.82K | $972.14K | 0.00% | Reduce |
| PNC Financial Services history | 8.10K | $441.86K | 0.00% | Hold |
| Franklin Resources history | 2.50K | $136.38K | 0.00% | New |
Q4 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.98M | $413.63M | 0.03% | Add |
| Bank of America Corp history | 4.45M | $263.52M | 0.02% | Add |
| JPMorgan Chase & Co history | 3.84M | $227.70M | 0.03% | Add |
| Wells Fargo & Co history | 3.81M | $225.99M | 0.04% | Add |
| BNY Mellon history | 2.48M | $146.99M | 0.03% | Hold |
| UBS Group AG history | 1.86M | $110.30M | 0.02% | Reduce |
| Invesco Ltd history | 1.03M | $61.29M | 0.01% | Reduce |
| Goldman Sachs Group history | 436.69K | $25.89M | 0.00% | Add |
| Citigroup Inc history | 429.99K | $25.49M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 51.97K | $3.08M | 0.00% | Add |
| BlackRock Inc history | 38.23K | $2.27M | 0.00% | Add |
| Renaissance Technologies history | 38.20K | $2.26M | 0.00% | Reduce |
| Citadel Advisors history | 22.30K | $1.32M | 0.00% | Reduce |
| AQR Capital Management history | 17.89K | $1.06M | 0.00% | Add |
| Millennium Management history | 10.20K | $604.77K | 0.00% | New |
| PNC Financial Services history | 8.10K | $480.17K | 0.00% | Reduce |
| Northern Trust Corp history | 5.30K | $314.30K | 0.00% | Add |
| Vanguard Group history | 3.73K | $221.33K | 0.00% | Add |
| Deutsche Bank AG history | 451 | $26.73K | 0.00% | New |
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.83M | $393.05M | 0.03% | Add |
| Bank of America Corp history | 4.25M | $244.36M | 0.02% | Add |
| JPMorgan Chase & Co history | 3.79M | $217.81M | 0.03% | Add |
| Wells Fargo & Co history | 3.76M | $216.26M | 0.04% | Add |
| BNY Mellon history | 2.47M | $142.10M | 0.03% | Hold |
| UBS Group AG history | 1.92M | $110.68M | 0.02% | Reduce |
| Invesco Ltd history | 1.11M | $63.75M | 0.01% | Reduce |
| Two Sigma Investments history | 886.25K | $50.98M | 0.08% | Reduce |
| Citigroup Inc history | 367.48K | $21.14M | 0.01% | Add |
| Goldman Sachs Group history | 279.56K | $16.08M | 0.00% | Reduce |
| Renaissance Technologies history | 128.90K | $7.41M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 43.67K | $2.51M | 0.00% | Add |
| BlackRock Inc history | 33.01K | $1.90M | 0.00% | Add |
| Citadel Advisors history | 25.30K | $1.46M | 0.00% | Reduce |
| AQR Capital Management history | 12.35K | $710.06K | 0.00% | Add |
| PNC Financial Services history | 8.16K | $469.48K | 0.00% | Reduce |
| Northern Trust Corp history | 4.80K | $276.21K | 0.00% | Reduce |
| Vanguard Group history | 3.71K | $213.66K | 0.00% | New |
Q2 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.62M | $345.12M | 0.02% | Reduce |
| Bank of America Corp history | 3.96M | $206.17M | 0.01% | Reduce |
| Wells Fargo & Co history | 3.56M | $185.67M | 0.04% | Add |
| JPMorgan Chase & Co history | 2.46M | $128.41M | 0.02% | Add |
| BNY Mellon history | 2.46M | $128.38M | 0.03% | Add |
| UBS Group AG history | 2.30M | $119.58M | 0.02% | Hold |
| Two Sigma Investments history | 1.49M | $77.79M | 0.15% | Reduce |
| Invesco Ltd history | 1.14M | $59.41M | 0.01% | Reduce |
| Goldman Sachs Group history | 345.27K | $17.99M | 0.00% | Add |
| Citigroup Inc history | 322.81K | $16.82M | 0.01% | Add |
| Marshall Wace history | 136.62K | $7.12M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 42.93K | $2.24M | 0.00% | Add |
| Citadel Advisors history | 39.50K | $2.06M | 0.00% | Add |
| Northern Trust Corp history | 25.64K | $1.34M | 0.00% | Add |
| BlackRock Inc history | 19.58K | $1.02M | 0.00% | Reduce |
| Renaissance Technologies history | 11.70K | $609.57K | 0.00% | New |
| D. E. Shaw & Co history | 10.18K | $530.22K | 0.00% | Add |
| AQR Capital Management history | 10.08K | $525.05K | 0.00% | New |
| PNC Financial Services history | 9.85K | $513.18K | 0.00% | Reduce |
Q1 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 7.14M | $328.67M | 0.02% | Add |
| Bank of America Corp history | 4.24M | $195.08M | 0.02% | Add |
| Invesco Ltd history | 3.36M | $154.79M | 0.03% | Add |
| Wells Fargo & Co history | 3.27M | $150.45M | 0.04% | Reduce |
| BNY Mellon history | 2.40M | $110.56M | 0.02% | New |
| UBS Group AG history | 2.29M | $105.43M | 0.02% | Reduce |
| Two Sigma Investments history | 1.92M | $88.13M | 0.20% | Add |
| JPMorgan Chase & Co history | 1.87M | $85.92M | 0.01% | Add |
| Goldman Sachs Group history | 339.47K | $15.62M | 0.00% | Reduce |
| Citigroup Inc history | 257.46K | $11.85M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 42.35K | $1.95M | 0.00% | Hold |
| Citadel Advisors history | 25.10K | $1.16M | 0.00% | Reduce |
| BlackRock Inc history | 20.85K | $959.52K | 0.00% | Add |
| PNC Financial Services history | 10.83K | $498.31K | 0.00% | Add |
| D. E. Shaw & Co history | 8.41K | $386.94K | 0.00% | New |
| Northern Trust Corp history | 7.96K | $366.13K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.17M sh · $433.56M
- D. E. Shaw & Co 155.80K sh · $9.54M
- Renaissance Technologies 53.30K sh · $3.26M
- Northern Trust Corp 3.30K sh · $202.18K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 7.17M | — | 3.84M | 3.79M | 2.46M | 1.87M | 776.51K | 723.68K | 699.15K | 688.43K | 775.89K | 269.64K | 29.65K | 25.35K | 24.67K | 15.97K | 15.35K | 14.21K | 4.59K | 4.30K |
| Morgan Stanley | 6.38M | 6.51M | 6.98M | 6.83M | 6.62M | 7.14M | 6.97M | 5.68M | 5.30M | 4.09M | 3.99M | 3.08M | 252.39K | 215.48K | 202.70K | 221.43K | 234.15K | 241.60K | 197.38K | 195.09K |
| Wells Fargo & Co | 3.45M | 3.51M | 3.81M | 3.76M | 3.56M | 3.27M | 3.43M | 3.09M | 2.65M | 2.46M | 1.89M | 1.52M | 128.90K | 127.11K | 118.66K | 93.72K | 89.33K | 126.75K | 151.37K | 88.35K |
| Bank of America Corp | 3.10M | 3.23M | 4.45M | 4.25M | 3.96M | 4.24M | 4.03M | 4.88M | 3.89M | 3.57M | 3.61M | 3.01M | 253.26K | 218.46K | 234.58K | 239.82K | 241.84K | 371.62K | 452.40K | 431.22K |
| UBS Group AG | 1.30M | 1.85M | 1.86M | 1.92M | 2.30M | 2.29M | 2.49M | 2.41M | 2.40M | 2.00M | 1.77M | 1.52M | 152.45K | 162.94K | 164.81K | 246.00K | 270.10K | 221.34K | 178.06K | 175.84K |
| Invesco Ltd | 931.94K | 1.01M | 1.03M | 1.11M | 1.14M | 3.36M | 1.07M | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 745.85K | 597.33K | 429.99K | 367.48K | 322.81K | 257.46K | 17.00K | 18.57K | 19.36K | 16.83K | 16.83K | 16.83K | 1.76K | 1.67K | 1.63K | 1.63K | 1.63K | 1.63K | 1.56K | 1.61K |
| Goldman Sachs Group | 374.67K | 715.42K | 436.69K | 279.56K | 345.27K | 339.47K | 1.10M | 451.89K | 202.73K | 1.29M | 934.95K | 16.92K | — | 3.65K | 2.29K | 1.82K | 1.22K | 9.49K | — | — |
| D. E. Shaw & Co | 155.80K | — | — | — | 10.18K | 8.41K | — | 11.93K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 62.29K | 56.87K | 51.97K | 43.67K | 42.93K | 42.35K | 42.16K | 37.54K | 37.97K | 33.34K | 24.89K | 24.19K | 810 | 675 | 753 | 732 | 716 | 781 | 873 | 709 |
| Renaissance Technologies | 53.30K | — | 38.20K | 128.90K | 11.70K | — | 112.40K | — | 141.20K | 77.70K | 95.20K | 37.90K | 2.60K | — | 1.30K | — | 700 | — | 3.80K | 2.20K |
| BlackRock Inc | 35.69K | 17.82K | 38.23K | 33.01K | 19.58K | 20.85K | 4.71K | 1.00K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 29.06K | 81.97K | 22.30K | 25.30K | 39.50K | 25.10K | 100.15K | 72.46K | 124.99K | 151.32K | 11.18K | — | 575 | 1.23K | 1.03K | 5.48K | 9.64K | 2.33K | 1.67K | 7.64K |
| AQR Capital Management | 26.27K | 31.39K | 17.89K | 12.35K | 10.08K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 8.00K | 8.10K | 8.10K | 8.16K | 9.85K | 10.83K | 9.95K | 9.95K | 8.40K | 8.48K | 8.48K | 12.35K | 1.24K | 1.14K | 1.14K | 1.00K | 977 | 774 | 1.14K | 724 |
| Two Sigma Investments | 5.15K | 213.45K | — | 886.25K | 1.49M | 1.92M | 1.07M | 720.20K | 109.30K | 181.20K | 185.60K | 142.30K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 3.30K | — | 5.30K | 4.80K | 25.64K | 7.96K | — | 4.30K | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 2.50K | 2.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30.20K | 30.41K |
| Deutsche Bank AG | — | — | 451 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | 2.48M | 2.47M | 2.46M | 2.40M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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