XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

468 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 214 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+57
Holders Change %
+13.87%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
88
Increased
214
Reduced
101
Closed
22
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$559M
2
LPL Financial
LPL Financial
California
+$89.7M
3
Morgan Stanley
Morgan Stanley
New York
+$64.3M
4
Invesco
Invesco
Georgia
+$53.7M
5
IAA
Independent Advisor Alliance
North Carolina
+$38.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.3M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$12.2M
3
CAP
Columbia Advisory Partners
Washington
-$7.16M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.39M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
326
Brighton Jones LLC
Washington
$329K +$550 +11 +0.2%
BNP Paribas Financial Markets
327
BNP Paribas Financial Markets
France
$324K +$324K +6,479 New
HP
328
Holistic Planning
Texas
$322K -$30.8K -617 -9%
PSF
329
Pacific Sun Financial
California
$317K +$40.7K +814 +15%
BONH
330
Bank of New Hampshire
New Hampshire
$316K – – –
DS
331
DRW Securities
Illinois
$307K – – –
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$306K +$6.45K +129 +2%
MWM
333
Maridea Wealth Management
New York
$306K +$306K +6,119 New
LFAS
334
Level Four Advisory Services
Texas
$299K +$299K +5,978 New
AP
335
Americana Partners
Texas
$297K – – –
WCM
336
WealthBridge Capital Management
Ohio
$297K +$62.1K +1,242 +26%
AWM
337
Aviso Wealth Management
Washington
$296K +$296K +5,915 New
BWL
338
Bogart Wealth LLC
Virginia
$293K +$450 +9 +0.2%
VBCG
339
Valley Brook Capital Group
Pennsylvania
$293K +$17.5K +350 +6%
AR
340
Apeiron RIA
Texas
$292K – – –
LA
341
Lifeworks Advisors
Michigan
$292K -$9.64K -193 -3%
DC
342
Davenport & Co
Virginia
$290K +$49.4K +988 +20%
SAM
343
Secure Asset Management
Michigan
$289K +$77.7K +1,556 +37%
SWM
344
Spire Wealth Management
Virginia
$288K -$4.25K -85 -1%
BFG
345
Bouchey Financial Group
New York
$286K – – –
GSIAS
346
Garden State Investment Advisory Services
New Jersey
$284K +$62.6K +1,252 +28%
NPFS
347
Novak & Powell Financial Services
Florida
$283K +$15K +300 +6%
ABC
348
Associated Banc-Corp
Wisconsin
$281K – – –
DAS
349
Dynamic Advisor Solutions
Arizona
$275K -$3K -60 -1%
Belvedere Trading
350
Belvedere Trading
Illinois
$274K +$7.69K +154 +3%
12 13
14
15 16