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Invesco S&P 500 Top 50 ETF
XLG

415 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 173 increasing their positions, 122 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

42% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 122

37% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.38M

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

13% more capital invested

Capital invested by funds: $2.95B → $3.33B (+$387M)

8% more funds holding

Funds holding: 384 → 415 (+31)

9.21% less ownership

Funds ownership: 58.59% → 49.37% (-9.2%)

Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.96%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
60
Increased
173
Reduced
122
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$45.5M
2
Lido Advisors
Lido Advisors
California
+$36.8M
3
LPL Financial
LPL Financial
California
+$34.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$28.1M
5
Wells Fargo
Wells Fargo
California
+$20.1M

Top Sellers

1
CA
Clearstead Advisors
Ohio
-$22M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$15.4M
3
BC
Bricktown Capital
Michigan
-$14.3M
4
WGCA
Wolf Group Capital Advisors
Virginia
-$13.4M
5
Ameriprise
Ameriprise
Minnesota
-$9.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
301
Smith Shellnut Wilson
Mississippi
$298K +$35.2K +765 +14%
FFA
302
Florida Financial Advisors
Florida
$298K +$33.8K +736 +13%
CPC
303
Consolidated Planning Corp
Georgia
$293K +$283K +6,167 New
DS
304
DRW Securities
Illinois
$292K – – –
GF
305
Gries Financial
Ohio
$291K +$282K +6,127 New
MSAM
306
Moloney Securities Asset Management
Missouri
$291K – – –
LA
307
Lifeworks Advisors
Michigan
$287K -$29.9K -651 -10%
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
$285K – – –
AP
309
Americana Partners
Texas
$283K – – –
ECA
310
Elevation Capital Advisory
Oregon
$282K -$15.3K -333 -5%
AR
311
Apeiron RIA
Texas
$278K – – –
BWL
312
Bogart Wealth LLC
Virginia
$278K +$368 +8 +0.1%
SWM
313
Spire Wealth Management
Virginia
$278K +$2.53K +55 +1%
IAN
314
Integrated Advisors Network
Texas
$274K +$265K +5,768 New
BFG
315
Bouchey Financial Group
New York
$272K – – –
ABC
316
Associated Banc-Corp
Wisconsin
$267K -$57.1K -1,243 -18%
AA
317
Advisory Alpha
Michigan
$265K +$13.3K +289 +5%
V
318
ViaWealth
Kansas
$265K -$141K -3,072 -36%
DAS
319
Dynamic Advisor Solutions
Arizona
$264K -$2.14M -46,582 -89%
PSF
320
Pacific Sun Financial
California
$263K +$26K +565 +11%
VBCG
321
Valley Brook Capital Group
Pennsylvania
$262K +$13.1K +285 +5%
NAS
322
NWF Advisory Services
California
$256K +$184 +4 +0.1%
BWM
323
BigSur Wealth Management
Florida
$256K +$248K +5,390 New
NPFS
324
Novak & Powell Financial Services
Florida
$255K +$3.03K +66 +1%
Belvedere Trading
325
Belvedere Trading
Illinois
$254K -$237K -5,161 -49%
11 12
13
14 15

XLG Hedge Fund Activity: Q3 2024 in Review

415 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2024, worth a combined $3.33B — up 13% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLG positions and 26 closed out — a net gain of 34 holders — while 173 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $45.5M. The largest seller was Clearstead Advisors, cutting an estimated $22M.

  • 415 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2024, up from 384 in Q2 2024.
  • Funds reported $3.33B of Invesco S&P 500 Top 50 ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 60 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2024 and 26 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2024 was Bank of America, an estimated $45.5M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2024 was Clearstead Advisors, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2024.