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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
CAL
451
Capital Analysts LLC
Pennsylvania
$8K -$50.5K -1,025 -87%
WP
452
WealthShield Partners
North Carolina
$7.89K +$7.78K +158 New
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$7.59K +$1.72K +35 +30%
NP
454
NorthRock Partners
Minnesota
$6.5K +$3.35K +68 +110%
MLA
455
MB, Levis & Associates
Pennsylvania
$6.14K +$1.23K +25 +26%
CMP
456
Coston McIsaac & Partners
Maine
$6K +$6.75K +137 New
ADL
457
Asset Dedication LLC
California
$5.75K +$5.66K +115 New
NRWA
458
North Ridge Wealth Advisors
Oregon
$5.7K +$5.61K +114 New
SIM
459
Synergy Investment Management
Florida
$5K +$4.92K +100 New
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$4.6K – – –
WCM
461
Weaver Capital Management
Georgia
$4.35K -$394 -8 -8%
HT
462
Headlands Technologies
Illinois
$4.15K +$4.09K +83 New
JWA
463
JFS Wealth Advisors
Pennsylvania
$3.45K – – –
WWMSC
464
Wagner Wealth Management (South Carolina)
South Carolina
$3.32K – – –
BA
465
Bellwether Advisors
Nebraska
$3.05K +$3K +61 New
DFA
466
DHJJ Financial Advisors
Illinois
$2.87K – – –
PPWM
467
PFG Private Wealth Management
Florida
$2.5K +$2.46K +50 New
CFO
468
CVA Family Office
Colorado
$2.25K – – –
NS
469
NBC Securities
Alabama
$2.11K -$2.07M -42,118 -100%
HI
470
Horizon Investments
North Carolina
$1.9K +$1.87K +38 New
EW
471
Element Wealth
Mississippi
$1.04K – – –
Optiver Holding
472
Optiver Holding
Netherlands
$849 +$837 +17 New
LWM
473
Lionsbridge Wealth Management
Florida
– -$1.8M -37,961 Closed
GS
474
GTS Securities
New York
– -$1.29M -27,218 Closed
IMC Chicago
475
IMC Chicago
Illinois
– -$1.1M -23,241 Closed
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.