Ken Fisher's XLG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 58,209 shares of Invesco S&P 500 Top 50 ETF (XLG) worth $3.35 M, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in XLG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 5.46 M shares. Largest reduction occurred in Q1 2025, reducing 4.8 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +198,784 | New Buy | 198,784 | $192.73 |
| Q3 2018 | -38,646 | Reduce 19.44% | 160,138 | $209.16 |
| Q4 2018 | +15,430 | Add 9.64% | 175,568 | $179.82 |
| Q1 2019 | +13,985 | Add 7.97% | 189,553 | $202.90 |
| Q2 2019 | +19,797 | Add 10.44% | 209,350 | $209.83 |
| Q3 2019 | +18,487 | Add 8.83% | 227,837 | $212.44 |
| Q4 2019 | +17,918 | Add 7.86% | 245,755 | $233.39 |
| Q1 2020 | +17,535 | Add 7.14% | 263,290 | $195.52 |
| Q2 2020 | +189,286 | Add 71.89% | 452,576 | $237.90 |
| Q3 2020 | +15,814 | Add 3.49% | 468,390 | $261.94 |
| Q4 2020 | +44,062 | Add 9.41% | 512,452 | $285.27 |
| Q1 2021 | +40,169 | Add 7.84% | 552,621 | $296.51 |
| Q2 2021 | +53,422 | Add 9.67% | 606,043 | $325.38 |
| Q3 2021 | +40,329 | Add 6.65% | 646,372 | $330.01 |
| Q4 2021 | +42,308 | Add 6.55% | 688,680 | $369.09 |
| Q1 2022 | +61,751 | Add 8.97% | 750,431 | $351.48 |
| Q2 2022 | +77,564 | Add 10.34% | 827,995 | $286.57 |
| Q3 2022 | -27,926 | Reduce 3.37% | 800,069 | $269.19 |
| Q4 2022 | +76,666 | Add 9.58% | 876,735 | $275.98 |
| Q1 2023 | -304,416 | Reduce 34.72% | 572,319 | $310.52 |
| Q2 2023 | +32,139 | Add 5.62% | 604,458 | $349.73 |
| Q3 2023 | +5.46 M | Add 903.68% | 6.07 M | $33.96 |
| Q4 2023 | -185,673 | Reduce 3.06% | 5.88 M | $37.72 |
| Q1 2024 | -204,835 | Reduce 3.48% | 5.68 M | $42.13 |
| Q2 2024 | -281,816 | Reduce 4.96% | 5.39 M | $45.75 |
| Q3 2024 | -188,490 | Reduce 3.49% | 5.21 M | $47.53 |
| Q4 2024 | -244,431 | Reduce 4.70% | 4.96 M | $49.96 |
| Q1 2025 | -4.8 M | Reduce 96.78% | 159,900 | $46.02 |
| Q2 2025 | -91,938 | Reduce 57.50% | 67,962 | $52.10 |
| Q3 2025 | -9,753 | Reduce 14.35% | 58,209 | $57.52 |
Ken Fisher's Invesco S&P 500 Top 50 ETF Investment FAQs
Ken Fisher first purchased Invesco S&P 500 Top 50 ETF (XLG) in Q2 2018, acquiring 198,784 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Invesco S&P 500 Top 50 ETF (XLG) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Invesco S&P 500 Top 50 ETF (XLG) was in Q3 2023, adding 6,066,797 shares worth $206.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 58,209 shares of Invesco S&P 500 Top 50 ETF (XLG), valued at approximately $3.35 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 0.00% of Ken Fisher'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.
Ken Fisher's peak holding in Invesco S&P 500 Top 50 ETF (XLG) was 6,066,797 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.