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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
MEG
426
Millstone Evans Group
Colorado
$31.8K +$31.3K +636 New
CCM
427
Chilton Capital Management
Texas
$31.7K +$31.3K +635 New
AWM
428
Abound Wealth Management
Tennessee
$30.1K +$29.7K +603 New
PCMC
429
Private Capital Management (Colorado)
Colorado
$30K – – –
HIMS
430
Hager Investment Management Services
New Hampshire
$30K +$29.5K +600 New
AA
431
Ancora Advisors
Ohio
$29.7K – – –
MCM
432
MAI Capital Management
Ohio
$28.3K +$27.9K +566 New
HHGA
433
Halbert Hargrove Global Advisors
California
$26K +$25.6K +520 New
TRCT
434
Tower Research Capital (TRC)
New York
$25.6K -$11.8K -240 -32%
CJ
435
Caitlin John
Michigan
$22.5K +$295 +6 +1%
OWP
436
ORG Wealth Partners
Texas
$19K – – –
PP
437
PrairieView Partners
Minnesota
$19K +$49 +1 +0.3%
CFS
438
CGC Financial Services
Oregon
$17.5K – – –
CAS
439
Coppell Advisory Solutions
Texas
$17.1K -$1.26M -25,527 -99%
CMA
440
Cedar Mountain Advisors
Oregon
$17.1K +$16.8K +342 New
T
441
Tidemark
California
$13.2K -$3K -61 -19%
TWC
442
TD Waterhouse Canada
Ontario, Canada
$13K – – –
YDMI
443
Y.D. More Investments
Israel
$12.9K – – –
SIS
444
Sound Income Strategies
Florida
$11.6K +$4.38K +89 +62%
FCMT
445
Founders Capital Management (Texas)
Texas
$11.5K – – –
BTI
446
Blue Trust Inc
Georgia
$10.1K +$1.63K +33 +19%
Group One Trading
447
Group One Trading
Illinois
$9.99K +$9.85K +200 New
MMCM
448
Murphy & Mullick Capital Management
New York
$9.99K +$9.85K +200 New
WBC
449
West Branch Capital
Massachusetts
$9.49K – – –
TCG
450
Transcendent Capital Group
Oklahoma
$8.97K +$4.13K +84 +88%
16 17
18
19 20

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.