XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

172 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
45
Reduced
65
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$164M
2
Ameriprise
Ameriprise
Minnesota
$42.5M
3
AIP
Almanack Investment Partners
Pennsylvania
$10.1M
4
IMC Chicago
IMC Chicago
Illinois
$4.44M
5
US Bancorp
US Bancorp
Minnesota
$5.64M

Top Sellers

1
JWM
Jackson Wealth Management
Florida
$0
2
Bank of America
Bank of America
North Carolina
$135M
3
UBS Group
UBS Group
Switzerland
$51.4M
4
EWP
Engrave Wealth Partners
Texas
$0
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
26
Smith Anglin Financial
Texas
$5.51M +$1.49M +50,340 +37%
Truist Financial
27
Truist Financial
North Carolina
$5.44M -$833K -28,100 -13%
PAG
28
Private Advisor Group
New Jersey
$5.08M -$725K -24,460 -13%
CA
29
Cetera Advisors
Colorado
$4.65M -$381K -12,860 -8%
IMC Chicago
30
IMC Chicago
Illinois
$4.44M +$4.44M +149,800 New
CGA
31
Crescent Grove Advisors
Illinois
$4.4M +$202K +6,800 +5%
KAS
32
Kestra Advisory Services
Texas
$4.3M -$84.2K -2,840 -2%
ML
33
McAdam LLC
Pennsylvania
$4.22M +$785K +26,460 +23%
SAM
34
SignalPoint Asset Management
Missouri
$3.89M +$434K +14,620 +13%
ACM
35
AlphaStar Capital Management
North Carolina
$3.83M +$187K +6,290 +5%
CWM
36
Cedar Wealth Management
California
$3.68M +$152K +5,130 +4%
TIAM2
37
Tru Independence Asset Management 2
Oregon
$3.37M -$920K -31,020 -21%
MML Investors Services
38
MML Investors Services
Massachusetts
$3.31M +$660K +22,240 +25%
LB
39
Leo Brokerage
Texas
$3.21M -$194K -6,550 -6%
FSA
40
Financial Services Advisory
Maryland
$3.09M -$3.18M -107,300 -51%
MAG
41
MRA Advisory Group
New Jersey
$3.03M +$358K +12,070 +13%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.94M -$145K -4,890 -5%
Citadel Advisors
43
Citadel Advisors
Florida
$2.72M +$1.02M +34,260 +60%
KIA
44
KCM Investment Advisors
California
$2.21M -$13.3K -450 -0.6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.19M +$62.3K +2,100 +3%
GWS
46
Glassman Wealth Services
Virginia
$2.11M +$6.82K +230 +0.3%
HI
47
Harbour Investments
Wisconsin
$2.1M +$2.1M +70,670 New
HighTower Advisors
48
HighTower Advisors
Illinois
$2.06M -$153K -5,170 -7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.02M -$2.61M -87,890 -56%
SWA
50
Stratos Wealth Advisors
Ohio
$1.96M +$242K +8,150 +14%
1
2
3 4 5