XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

221 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
3.41%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
83
Reduced
44
Closed
16
Calls
–
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K

Top Buyers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$48.1M
2
Wells Fargo
2
Wells Fargo
California
$55.9M
3
Ameriprise
3
Ameriprise
Minnesota
$83.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$254M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$17.8M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
CA
2
Cetera Advisors
Colorado
$5.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$647K
4
Barclays
4
Barclays
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
GWSG
51
GPS Wealth Strategies Group
Colorado
$3.59M 97,210 +46,930 +93%
SAM
52
SignalPoint Asset Management
Missouri
$3.51M 95,140 -28,980 -23%
MAG
53
MRA Advisory Group
New Jersey
$3.35M 90,760 +10,040 +12%
AA
54
Advisory Alpha
Michigan
$3.18M 86,030 +65,070 +310%
PP
55
Pegasus Partners
Wisconsin
$3.1M 83,970 +12,840 +18%
SWA
56
Stratos Wealth Advisors
Ohio
$3.07M 83,030 +1,620 +2%
TCA
57
Transcend Capital Advisors
New Jersey
$2.79M 75,680 -14,470 -16%
AAS
58
Ameritas Advisory Services
Nebraska
$2.77M 75,090 +75,090 New
FIM
59
Freedom Investment Management
Connecticut
$2.74M 74,220 +61,090 +465%
GVAG
60
Great Valley Advisor Group
Delaware
$2.67M 72,210 +7,010 +11%
KIA
61
KCM Investment Advisors
California
$2.65M 71,790 – –
US Bancorp
62
US Bancorp
Minnesota
$2.61M 70,590 -16,550 -19%
FFN
63
Focus Financial Network
Minnesota
$2.47M 66,820 +3,440 +5%
APW
64
Aurora Private Wealth
New Jersey
$2.43M 65,740 -1,280 -2%
IFWM
65
Institute for Wealth Management
Colorado
$2.3M 62,260 – –
MCC
66
Money Concepts Capital
Florida
$2.3M 62,220 +62,220 New
GWM
67
Geneos Wealth Management
Colorado
$2.29M 62,060 +57,200 +1,177%
HI
68
Harbour Investments
Wisconsin
$2.28M 61,850 -7,800 -11%
FAIM
69
Financial Advocates Investment Management
Washington
$2.28M 67,120 +11,900 +22%
FSA
70
Financial Services Advisory
Maryland
$2.28M 69,020 +62,000 +883%
LFA
71
Laraway Financial Advisors
Minnesota
$2.18M 59,100 +59,100 New
GSC
72
G&S Capital
Colorado
$2.16M 58,450 +450 +0.8%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.86M 50,340 +1,560 +3%
ZIMP
74
Zimmermann Investment Management & Planning
Pennsylvania
$1.84M 49,930 +49,930 New
TA
75
TKG Advisors
Indiana
$1.77M 47,920 +47,920 New
1 2
3
4 5