We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF
XLG

472 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $570K

275% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 24

114% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 101

38% more capital invested

Capital invested by funds: $3.33B → $4.6B (+$1.26B)

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

20.9% more ownership

Funds ownership: 49.37% → 70.27% (+21%)

14% more funds holding

Funds holding: 415 → 472 (+57)

Holders
472
Holders Change
+57
Holders Change %
+13.73%
% of All Funds
6.22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
90
Increased
216
Reduced
101
Closed
24
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$1.38B
2
LPL Financial
LPL Financial
California
+$88.4M
3
Morgan Stanley
Morgan Stanley
New York
+$63.3M
4
Invesco
Invesco
Georgia
+$52.9M
5
IAA
Independent Advisor Alliance
North Carolina
+$38.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$12M
3
CAP
Columbia Advisory Partners
Washington
-$7.05M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.32M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
226
Synergy Asset Management
Washington
$977K +$445K +9,037 +82%
DFA
227
Davies Financial Advisors
California
$946K – – –
SFG
228
Snider Financial Group
Washington
$906K -$2.41K -49 -0.3%
PG
229
Prostatis Group
Maryland
$905K +$892K +18,123 New
UAG
230
United Advisor Group
Ohio
$878K +$435K +8,827 +101%
HWM
231
Horizon Wealth Management
Illinois
$875K +$591 +12 +0.1%
SHA
232
Seneca House Advisors
Virginia
$851K +$886 +18 +0.1%
Citigroup
233
Citigroup
New York
$849K -$77.7K -1,578 -8%
BPA
234
Beacon Pointe Advisors
California
$840K +$117K +2,377 +16%
GDP
235
Great Diamond Partners
Maine
$840K +$35.4K +719 +4%
SP
236
Sequent Planning
Nebraska
$824K +$2.17K +44 +0.3%
RL
237
Retireful LLC
Michigan
$813K -$1.63M -33,125 -67%
BEI
238
Benjamin Edwards Inc
Missouri
$795K -$21.2K -430 -3%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$789K +$260K +5,276 +50%
CW
240
CreativeOne Wealth
Kansas
$788K +$69.7K +1,416 +10%
NWM
241
Napa Wealth Management
California
$769K +$758K +15,398 New
CWP
242
Cyndeo Wealth Partners
Florida
$768K -$138K -2,795 -15%
QCM
243
Quantinno Capital Management
New York
$753K – – –
GAM
244
Gotham Asset Management
New York
$752K +$741K +15,056 New
IWM
245
IHT Wealth Management
Illinois
$745K -$2.31K -47 -0.3%
KWM
246
Kingsview Wealth Management
Oregon
$730K +$39.3K +798 +6%
OCG
247
Opus Capital Group
Ohio
$726K – – –
MW
248
Maia Wealth
Colorado
$720K +$704K +14,302 New
PTC
249
Private Trust Company
Ohio
$717K +$149K +3,022 +27%
FFN
250
Focus Financial Network
Minnesota
$714K -$17.7K -359 -2%
8 9
10
11 12

XLG Hedge Fund Activity: Q4 2024 in Review

472 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2024, worth a combined $4.6B — up 38% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new XLG positions and 24 closed out — a net gain of 66 holders — while 216 added to existing stakes and 101 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.38B. The largest seller was Bank of America, cutting an estimated $41.7M.

  • 472 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2024, up from 415 in Q3 2024.
  • Funds reported $4.6B of Invesco S&P 500 Top 50 ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 90 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2024 and 24 closed out, a net change of +66 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2024 was Demars Financial Group, an estimated $1.38B added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q4 2024 was Bank of America, an estimated $41.7M sold.

Based on aggregated 13F filings for Q4 2024.