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Invesco S&P 500 Top 50 ETF

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: 2228 (+6)

20.9% more ownership

Funds ownership: 49.37%70.27% (+21%)

14% more funds holding

Funds holding: 415472 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
476
Householder Group Estate & Retirement Specialist
Arizona
-$982K -20,681 Closed
CA
477
Carson Advisory
Georgia
-$805K -16,932 Closed
Marshall Wace
478
Marshall Wace
United Kingdom
-$576K -12,118 Closed
D.E. Shaw & Co
479
D.E. Shaw & Co
New York
-$567K -11,933 Closed
PM
480
Penbrook Management
New York
-$484K -10,190 Closed
NL
481
NVWM LLC
Pennsylvania
-$441K -9,284 Closed
MIA
482
MainStreet Investment Advisors
Illinois
-$407K -8,565 Closed
IC
483
IEQ Capital
California
-$336K -7,070 Closed
TSS
484
Two Sigma Securities
New York
-$326K -6,864 Closed
ZIMP
485
Zimmermann Investment Management & Planning
Pennsylvania
-$318K -6,695 Closed
NAS
486
NWF Advisory Services
California
-$256K -5,391 Closed
Northern Trust
487
Northern Trust
Illinois
-$204K -4,299 Closed
GIA
488
GHP Investment Advisors
Colorado
-$147K -3,100 Closed
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
-$95.4K -2,008 Closed
VAMG
490
Voisard Asset Management Group
Michigan
-$35.6K -750 Closed
RA
491
Ransom Advisory
Rhode Island
-$31.8K -670 Closed
LFG
492
Larson Financial Group
Missouri
-$14.7K -310 Closed
WWP
493
WR Wealth Planners
Missouri
-$10.9K -230 Closed
VWM
494
Venturi Wealth Management
Texas
-$2.23K -47 Closed
AAG
495
Armstrong Advisory Group
Massachusetts
-$1.19K -25 Closed
CPA
496
Clear Point Advisors
New York
-$480 -10 Closed

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.