XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

337 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$286M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.7M
5
QFA
5
Quattro Financial Advisors
Texas
$20.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
AWM
2
AE Wealth Management
Kansas
$411K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$239M
4
AC
4
Avestar Capital
New York
$8.83M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$7.84M 185,998 -60,936 -25%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$7.73M 183,543 -273 -0.1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$7.68M 182,333 +153,250 +527%
Two Sigma Investments
54
Two Sigma Investments
New York
$7.63M 181,200 -4,400 -2%
JIC
55
Johnson Investment Counsel
Ohio
$7.24M 171,734 -8,130 -5%
FFA
56
Farther Finance Advisors
California
$7.06M 167,416 -19,755 -11%
DADC
57
D.A. Davidson & Co
Montana
$6.86M 162,808 +1,852 +1%
PFA
58
Pinnacle Family Advisors
Missouri
$6.75M 160,172 +7,786 +5%
PI
59
PFG Investments
New York
$6.62M 157,060 +157,060 New
CPRC
60
Consolidated Portfolio Review Corp
New York
$6.48M 153,832 +1,953 +1%
Citadel Advisors
61
Citadel Advisors
Florida
$6.27M 148,718 +137,834 +1,266%
FAIM
62
Financial Advocates Investment Management
Washington
$6.19M 146,906 +48,051 +49%
SPC
63
Sigma Planning Corp
Michigan
$5.96M 141,506 +51,586 +57%
SWA
64
Stratos Wealth Advisors
Ohio
$5.92M 140,513 +12,191 +10%
TF
65
Trek Financial
Arizona
$5.86M 139,040 +139,040 New
JWM
66
Jackson Wealth Management
Florida
$5.66M 134,263 -5,169 -4%
TFS
67
Thoroughbred Financial Services
Tennessee
$5.55M 131,679 -143,715 -52%
CGA
68
Crescent Grove Advisors
Illinois
$5.22M 123,969 -6,245 -5%
LWL
69
Leo Wealth LLC
Texas
$5.18M 122,898 +24,592 +25%
PWP
70
Precedent Wealth Partners
Texas
$5.03M 119,404 +43,134 +57%
CW
71
Connectus Wealth
Ohio
$4.99M 118,404 +10,325 +10%
EH
72
Equitable Holdings
New York
$4.87M 115,706 +15,407 +15%
Mariner
73
Mariner
Kansas
$4.64M 110,051 +1,101 +1%
SMA
74
Sage Mountain Advisors
Georgia
$4.46M 105,830 – –
GM
75
GeoWealth Management
Illinois
$4.28M 101,687 +101,687 New
1 2
3
4 5