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Invesco S&P 500 Top 50 ETF
XLG

340 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 17

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

22% more funds holding

Funds holding: 279 → 340 (+61)

18% more capital invested

Capital invested by funds: $2.09B → $2.45B (+$368M)

5.86% less ownership

Funds ownership: 65.11% → 59.25% (-5.9%)

64% less call options, than puts

Call options by funds: $29K | Put options by funds: $80K

Holders
340
Holders Change
+61
Holders Change %
+21.86%
% of All Funds
4.9%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
81
Increased
121
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.7M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$41.6M
3
Wells Fargo
Wells Fargo
California
+$23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.1M
5
QFA
Quattro Financial Advisors
Texas
+$19.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$156M
2
AWM
AE Wealth Management
Kansas
-$14.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$8.24M
4
AC
Avestar Capital
New York
-$7.46M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$6.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$261K +$33.4K +831 +15%
DS
252
DRW Securities
Illinois
$259K +$247K +6,150 New
ABC
253
Associated Banc-Corp
Wisconsin
$258K +$247K +6,132 New
MSAM
254
Moloney Securities Asset Management
Missouri
$258K – – –
TIAA Trust, National Association
255
TIAA Trust, National Association
North Carolina
$253K +$241K +6,000 New
BJL
256
Brighton Jones LLC
Washington
$252K -$19.6K -487 -8%
LIM
257
Leavell Investment Management
Alabama
$247K +$8.04K +200 +4%
AR
258
Apeiron RIA
Texas
$246K – – –
BWL
259
Bogart Wealth LLC
Virginia
$245K +$362 +9 +0.2%
FHC
260
First Heartland Consultants
Missouri
$243K +$232K +5,765 New
BFG
261
Bouchey Financial Group
New York
$241K +$231K +5,732 New
UAG
262
United Advisor Group
Ohio
$240K +$229K +5,687 New
SWM
263
Spire Wealth Management
Virginia
$239K +$442 +11 +0.2%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$233K +$6.24K +155 +3%
KLI
265
Kelman-Lazarov Inc
Tennessee
$232K – – –
BBA
266
BLB&B Advisors
Pennsylvania
$227K +$216K +5,377 New
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$225K +$215K +5,341 New
NS
268
NBC Securities
Alabama
$225K -$50.3K -1,250 -19%
AWM
269
Axxcess Wealth Management
California
$224K +$214K +5,315 New
NPFS
270
Novak & Powell Financial Services
Florida
$224K – – –
NAS
271
NWF Advisory Services
California
$217K +$207K +5,141 New
AA
272
Advisory Alpha
Michigan
$216K +$206K +5,116 New
GWM
273
Geneos Wealth Management
Colorado
$213K +$54.1K +1,344 +36%
BAM
274
Belpointe Asset Management
Nevada
$212K -$20.4K -507 -9%
DAS
275
Dynamic Advisor Solutions
Arizona
$212K -$15.8K -393 -7%
9 10
11
12 13

XLG Hedge Fund Activity: Q1 2024 in Review

340 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2024, worth a combined $2.45B — up 18% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLG positions and 17 closed out — a net gain of 64 holders — while 121 added to existing stakes and 89 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.7M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 340 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2024, up from 279 in Q4 2023.
  • Funds reported $2.45B of Invesco S&P 500 Top 50 ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 81 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2024 and 17 closed out, a net change of +64 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2024 was LPL Financial, an estimated $49.7M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2024 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2024.