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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
BRWM
301
Blue Rock Wealth Management
North Carolina
$420K +$414K +8,400 New
BAAM
302
Baker Avenue Asset Management
California
$419K +$14.5K +295 +4%
GPFA
303
Game Plan Financial Advisors
Ohio
$415K +$4.92K +100 +1%
GFPC
304
Global Financial Private Client
Florida
$408K +$738 +15 +0.2%
CWG
305
Cornerstone Wealth Group
North Carolina
$406K – – –
IA
306
Insight Advisors
Pennsylvania
$402K +$35.3K +717 +10%
ECM
307
Evergreen Capital Management
Washington
$401K – – –
CA
308
Crewe Advisors
Utah
$396K – – –
TCWM
309
Total Clarity Wealth Management
Illinois
$393K +$388K +7,875 New
SMC
310
Smith, Moore & Co
Missouri
$391K +$48K +975 +14%
Corient Private Wealth
311
Corient Private Wealth
Florida
$384K +$378K +7,680 New
CA
312
Calton & Associates
Florida
$383K +$378K +7,670 New
EFG
313
Embree Financial Group
Illinois
$379K +$148 +3 +0%
BCM
314
Berbice Capital Management
New York
$379K +$374K +7,593 New
WA
315
WESPAC Advisors
California
$377K +$837 +17 +0.2%
Qube Research & Technologies (QRT)
316
Qube Research & Technologies (QRT)
United Kingdom
$375K +$281K +5,705 +318%
IA
317
IFP Advisors
Florida
$373K -$12.8K -261 -3%
FFA
318
Founders Financial Alliance
North Carolina
$364K +$339K +6,893 +1,767%
SSWM
319
Smith Salley Wealth Management
North Carolina
$361K +$640 +13 +0.2%
KWA
320
Kingswood Wealth Advisors
California
$359K +$354K +7,193 New
MP
321
McDonald Partners
Ohio
$359K -$7.97K -162 -2%
CA
322
Claro Advisors
Massachusetts
$352K -$22.7K -461 -6%
RFA
323
Rollins Financial Advisors
New York
$351K +$346K +7,030 New
RCA
324
Runnymede Capital Advisors
Ohio
$345K +$340K +6,899 New
DCM
325
DGS Capital Management
New Jersey
$341K -$107K -2,183 -24%
11 12
13
14 15

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.