PlanOptica

Invesco S&P 500 Top 50 ETF

Ticker XLG · ETF · Share class: Class ARetail / revenue sharingIndex

Matched to SEC fund data by a close nameMatch to checkAll Invesco fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
16
8 with $250K or more
Dollars held
$5.4M
69,846 of 69,862 plans with fund lines hold none
Median per plan
$295K
Share of their fund dollars
1.6%

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Invesco S&P 500 Top 50 ETF

The largest 10 plans in each list.

Jetty United 401(k) Plan$8.1M plan · Jetty United, TX · Strategic Wealth Partners$1.4M
Pension Plan for Employees of Magnesita Refractories Company$71.3M plan · Magnesita Refractories Company, PA · Bank of America (Merrill)$855K
Spates Fabricators, Inc. Profit Sharing Plan$11.1M plan · Spates Fabricators, Inc., CA · Not identified$821K
Humpal Physical Therapy P.C. 401(k) Plan$5.6M plan · Humpal Physical Therapy P.C., TX · Not identified$754K
The Johnstown Tribune Publishing Company Bargaining Pension Plan$7.4M plan · Cnhi, LLC, AL · Charles Schwab$385K
The Johnstown Tribune Publishing Company Non-Bargaining Pension Plan$7.0M plan · Cnhi, LLC, AL · Charles Schwab$362K
Resource Care 401(k) Plan$3.1M plan · Resource Care, TX · PCS Retirement$315K
Rodland Motor Company 401(k) Plan$6.4M plan · Rodland Motor Company, WA · ADP$295K
Hargrove Holding Company, Inc. Teammate Stock Ownership Plan$70.0M plan · Hargrove Holding Company, Inc., AL · Principal$74K
Network Funding, L.P. Safe Harbor 401(k) Plan$33.7M plan · Network Funding, L.P., TX · Vanguard$47K

Plans whose filed schedule lists Invesco S&P 500 Top 50 ETF.

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How the filings spell it

Show 2 names seen in the filings
  • Invesco S&p 500 Top 50
  • S&P 500 Top 50 ETF