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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
ABC
351
Associated Banc-Corp
Wisconsin
$281K – – –
DAS
352
Dynamic Advisor Solutions
Arizona
$275K -$2.95K -60 -1%
Belvedere Trading
353
Belvedere Trading
Illinois
$274K +$7.58K +154 +3%
AA
354
Advisory Alpha
Michigan
$273K -$5.66K -115 -2%
BWM
355
BigSur Wealth Management
Florida
$269K – – –
TWP
356
Triad Wealth Partners
Kansas
$268K +$264K +5,372 New
GPW
357
Gentry Private Wealth
Kansas
$261K – – –
EWA
358
EverSource Wealth Advisors
Alabama
$251K +$109K +2,206 +78%
GA
359
GFS Advisors
Texas
$250K +$246K +5,000 New
GC
360
Grimes & Company
Massachusetts
$250K +$2.02K +41 +0.8%
FCIM
361
Fairview Capital Investment Management
California
$250K – – –
SG
362
Somerset Group
Minnesota
$250K – – –
WA
363
Wealth Architects
California
$248K – – –
V
364
ViaWealth
Kansas
$247K -$31.6K -641 -11%
CFG
365
Cooper Financial Group
California
$245K +$19.6K +398 +9%
PCH
366
PGIM Custom Harvest
New Jersey
$245K -$9.6K -195 -4%
KLI
367
Kelman-Lazarov Inc
Tennessee
$241K – – –
IA
368
IAM Advisory
Pennsylvania
$238K -$17.8K -361 -7%
AG
369
AmeriFlex Group
Nevada
$237K +$230K +4,663 New
NWMG
370
National Wealth Management Group
Ohio
$237K +$233K +4,736 New
CCC
371
Compass Capital Corp
Massachusetts
$236K +$229K +4,649 New
BlackRock
372
BlackRock
New York
$235K +$183K +3,711 +371%
SIC
373
Samalin Investment Counsel
New York
$230K -$360K -7,308 -61%
GWM
374
Geneos Wealth Management
Colorado
$220K – – –
CFG
375
Citizens Financial Group
Rhode Island
$215K +$212K +4,301 New
13 14
15
16 17

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.