XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$65.1M
2
LPL Financial
LPL Financial
California
$156M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
Bank of America
Bank of America
North Carolina
$102M
5
Wells Fargo
Wells Fargo
California
$51.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
$147K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.51M
3
RAG
RIA Advisory Group
Iowa
$2.65M
4
TC
Trilogy Capital
California
$650K
5
AWM
AE Wealth Management
Kansas
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$9.4K +$204 +6 +2%
FCMT
227
Founders Capital Management (Texas)
Texas
$7.81K +$7.81K +230 New
AW
228
Avion Wealth
Texas
$7K – – –
WBC
229
West Branch Capital
Massachusetts
$6.45K – – –
VWM
230
Venturi Wealth Management
Texas
$6.45K +$6.45K +190 New
NSG
231
Nalls Sherbakoff Group
Tennessee
$5.09K – – –
DFA
232
DHJJ Financial Advisors
Illinois
$1.93K +$1.93K +57 New
RCM
233
Raleigh Capital Management
North Carolina
$1.02K +$1.02K +30 New
EW
234
Element Wealth
Mississippi
$701 +$33 +1 +5%
SHFP
235
Second Half Financial Partners
Florida
– -$6.53M -186,590 Closed
DAS
236
Dynamic Advisor Solutions
Arizona
– -$3.36M -96,210 Closed
PCA
237
Prosperity Capital Advisors
Ohio
– -$1.67M -47,840 Closed
AI
238
Atria Investments
North Carolina
– -$1.59M -45,550 Closed
CAS
239
Coppell Advisory Solutions
Texas
– -$1.04M -30,180 Closed
GFG
240
Goldstone Financial Group
Illinois
– -$1.01M -28,810 Closed
BCI
241
Brinker Capital Investments
Pennsylvania
– -$678K -19,390 Closed
OPS
242
Orion Portfolio Solutions
Nebraska
– -$678K -19,390 Closed
Cerity Partners
243
Cerity Partners
New York
– -$587K -16,770 Closed
SC
244
Soundwatch Capital
Connecticut
– -$314K -16,740 Closed
TP
245
Tranquility Partners
Tennessee
– -$314K -8,970 Closed
MPW
246
MA Private Wealth
California
– -$280K -8,010 Closed
AWA
247
Arete Wealth Advisors
Illinois
– -$265K -7,590 Closed
CWA
248
Capital Wealth Alliance
Arizona
– -$215K -6,140 Closed
TSS
249
Two Sigma Securities
New York
– -$214K -6,130 Closed
AR
250
Apeiron RIA
Texas
– -$205K -5,850 Closed
7 8 9
10
11