Joel Greenblatt's XLG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 105,818 shares of Invesco S&P 500 Top 50 ETF (XLG) worth $6.09 M, representing 0.03% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in XLG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 90,762 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco S&P 500 Top 50 ETF (XLG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P 500 Top 50 ETF (XLG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +15,056 | New Buy | 15,056 | $49.96 |
| Q3 2025 | +90,762 | Add 602.83% | 105,818 | $57.52 |
Joel Greenblatt's Invesco S&P 500 Top 50 ETF Investment FAQs
Joel Greenblatt first purchased Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, acquiring 15,056 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco S&P 500 Top 50 ETF (XLG) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Invesco S&P 500 Top 50 ETF (XLG) was in Q3 2025, adding 105,818 shares worth $6.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 105,818 shares of Invesco S&P 500 Top 50 ETF (XLG), valued at approximately $6.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco S&P 500 Top 50 ETF (XLG) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Invesco S&P 500 Top 50 ETF (XLG) was 105,818 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.