XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

381 hedge funds and large institutions have $2.94B invested in Invesco S&P 500 Top 50 ETF in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 170 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+44
Holders Change %
+13.06%
% of All Funds
5.54%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
76
Increased
170
Reduced
81
Closed
25
Calls
$2.17M
Puts
$2.08M
Net Calls
+$91K
Net Calls Change
+$142K

Top Buyers

1
CA
Clearstead Advisors
Ohio
$67.5M
2
Morgan Stanley
Morgan Stanley
New York
$243M
3
RWA
Redhawk Wealth Advisors
Minnesota
$33.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.4M
5
BC
Bricktown Capital
Michigan
$27.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.27M
2
BHB
Bank Hapoalim BM
Israel
$0
3
CCS
Concentric Capital Strategies
Connecticut
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$247M
5
WA
Waverly Advisors
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LGW
226
Leslie Global Wealth
Illinois
$493K +$493K +10,776 New
DCM
227
DGS Capital Management
New Jersey
$491K +$55.9K +1,221 +13%
Belvedere Trading
228
Belvedere Trading
Illinois
$480K +$480K +10,501 New
PM
229
Penbrook Management
New York
$474K +$474K +10,370 New
Cerity Partners
230
Cerity Partners
New York
$465K +$58.7K +1,284 +14%
GSIS
231
Global Strategic Investment Solutions
Arizona
$462K +$961 +21 +0.2%
F4L
232
Fortune 45 LLC
Louisiana
$462K +$10.2K +224 +2%
CAM
233
Cresset Asset Management
Illinois
$462K +$462K +10,090 New
FIA
234
Foundations Investment Advisors
Arizona
$457K +$457K +10,000 New
HP
235
Holistic Planning
Texas
$452K – – –
OFG
236
OmniStar Financial Group
North Carolina
$447K +$60.3K +1,319 +16%
BWP
237
Balboa Wealth Partners
Arizona
$428K – – –
PTC
238
Private Trust Company
Ohio
$421K -$73.1K -1,597 -15%
KCFA
239
Key Client Fiduciary Advisors
New Jersey
$421K +$869 +19 +0.2%
PWM
240
Perigon Wealth Management
California
$415K -$1.08M -23,693 -72%
EM
241
ELCO Management
New York
$403K +$403K +8,800 New
PFP
242
Pinnacle Financial Partners
Tennessee
$396K – – –
V
243
ViaWealth
Kansas
$396K -$89.9K -1,966 -19%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$396K +$2.29K +50 +0.6%
GFA
245
Gallagher Fiduciary Advisors
Illinois
$394K +$16.3K +356 +4%
MIA
246
MainStreet Investment Advisors
Illinois
$392K – – –
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$392K – – –
BAAM
248
Baker Avenue Asset Management
California
$389K +$90.1K +1,970 +30%
DC
249
Darrow Company
Massachusetts
$386K -$1.05K -23 -0.3%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$384K -$3.66K -80 -0.9%
8 9
10
11 12