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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
VFA
376
Valeo Financial Advisors
Indiana
$214K +$211K +4,293 New
AW
377
Alteri Wealth
California
$210K +$207K +4,208 New
BMCM
378
Burns Matteson Capital Management
New York
$208K -$14.2K -289 -6%
SIA
379
SeaBridge Investment Advisors
New Jersey
$207K -$42K -853 -17%
RFN
380
Redwood Financial Network
Ohio
$206K +$203K +4,120 New
Neuberger Berman Group
381
Neuberger Berman Group
New York
$204K +$201K +4,090 New
WA
382
Waverly Advisors
Alabama
$202K -$11.9K -241 -6%
FFS
383
Founders Financial Securities
Maryland
$200K +$197K +4,006 New
Barclays
384
Barclays
United Kingdom
$200K +$197K +4,000 New
MWA
385
Medallion Wealth Advisors
Connecticut
$197K +$194K +3,940 New
WTA
386
Washington Trust Advisors
Massachusetts
$165K – – –
AIP
387
Alexis Investment Partners
Texas
$164K +$162K +3,290 New
SAM
388
S.A. Mason
Michigan
$155K – – –
HI
389
Harbour Investments
Wisconsin
$153K -$4.68K -95 -3%
AssetMark Inc
390
AssetMark Inc
California
$147K +$28.7K +582 +25%
GT
391
Glenmede Trust
Pennsylvania
$145K – – –
IRC
392
Investors Research Corp
Georgia
$144K +$47.7K +968 +51%
AF
393
Allworth Financial
California
$139K +$4.92K +100 +4%
ACA
394
American Capital Advisory
Idaho
$137K – – –
HBW
395
Hazlett, Burt & Watson
West Virginia
$135K – – –
CA
396
Continuum Advisory
Idaho
$119K – – –
RFA
397
Register Financial Advisors
Georgia
$116K – – –
SFC
398
SYM Financial Corp
Indiana
$109K +$52.8K +1,072 +97%
SWC
399
Spectrum Wealth Counsel
Indiana
$107K – – –
EWM
400
EPG Wealth Management
Georgia
$105K -$9.85K -200 -9%
14 15
16
17 18

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.