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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
OC
401
Oarsman Capital
Wisconsin
$105K -$134K -2,728 -57%
KFI
402
Key Financial Inc
Pennsylvania
$90.9K +$8.37K +170 +10%
CWP
403
Concord Wealth Partners
Virginia
$89.8K +$39.4K +800 +80%
CBT
404
Crews Bank & Trust
Florida
$87.4K +$86.2K +1,750 New
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$75.1K +$22.4K +454 +44%
RIA
406
Realta Investment Advisors
Delaware
$71.5K -$165K -3,347 -70%
PA
407
Parallel Advisors
California
$71.1K -$12.3K -250 -15%
MSG
408
Main Street Group
Virginia
$68.4K +$67.4K +1,370 New
GJIA
409
Glass Jacobson Investment Advisors
Maryland
$68.4K -$3.5K -71 -5%
S
410
SignatureFD
Georgia
$61.9K – – –
WCM
411
Winthrop Capital Management
Indiana
$60K – – –
AIC
412
Archer Investment Corporation
Indiana
$58.3K +$3.5K +71 +6%
GSWM
413
Golden State Wealth Management
California
$58K +$57.2K +1,161 New
LC
414
Luminist Capital
Michigan
$54.7K +$53.9K +1,095 New
KWM
415
Kiker Wealth Management
Georgia
$50K +$49.2K +1,000 New
RIL
416
Rothschild Investment LLC
Illinois
$50K +$49.2K +1,000 New
PMFA
417
Plante Moran Financial Advisors
Michigan
$47.5K – – –
T
418
Transce3nd
Texas
$46.9K +$46.2K +939 New
FGC
419
Financial Gravity Companies
Texas
$46.5K +$2.02K +41 +5%
Simplex Trading
420
Simplex Trading
Illinois
$44K -$537K -10,902 -92%
CIAS
421
Capital Investment Advisory Services
North Carolina
$40.9K – – –
IHWM
422
Iron Horse Wealth Management
Iowa
$37.5K – – –
Russell Investments Group
423
Russell Investments Group
United Kingdom
$35.3K -$1.82K -37 -5%
PB
424
Pinnacle Bancorp
Nebraska
$34.6K +$49 +1 +0.1%
DRP
425
Decker Retirement Planning
Utah
$34.5K +$34K +690 New
15 16
17
18 19

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.