XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

411 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$232M
2
Lido Advisors
2
Lido Advisors
California
$38M
3
LPL Financial
3
LPL Financial
California
$379M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$34.2M
5
Wells Fargo
5
Wells Fargo
California
$147M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
2
Clearstead Advisors
Ohio
$47.3M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
4
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
5
Ameriprise
Minnesota
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIMG
101
Hutchens & Kramer Investment Management Group
Indiana
$3.25M -$107K -2,273 -3%
HAS
102
HBW Advisory Services
California
$3.22M +$1.82M +38,310 +130%
BAM
103
Belpointe Asset Management
Nevada
$3.16M +$2.93M +61,669 +1,280%
FCA
104
Fortis Capital Advisors
Kansas
$3.16M +$3.16M +66,487 New
CIA
105
Concurrent Investment Advisors
Florida
$3.15M +$538K +11,317 +21%
KIA
106
KCM Investment Advisors
California
$3.06M – – –
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.99M +$14.4K +302 +0.5%
CA
108
Cresta Advisors
Texas
$2.97M +$144K +3,033 +5%
P
109
&Partners
Tennessee
$2.9M -$628K -13,206 -18%
OC
110
Oppenheimer & Co
New York
$2.87M -$401K -8,445 -12%
LFA
111
Laraway Financial Advisors
Minnesota
$2.84M +$113K +2,368 +4%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2.73M +$37.2K +787 +1%
LAS
113
LWM Advisory Services
Florida
$2.73M +$132K +2,776 +5%
ML
114
McAdam LLC
Pennsylvania
$2.67M -$506K -10,640 -16%
GM
115
GeoWealth Management
Illinois
$2.63M +$1.57M +33,011 +148%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$2.6M -$2.17M -58,349 -45%
CFGS
117
Concourse Financial Group Securities
Alabama
$2.55M +$1.28K +27 +0.1%
LIM
118
Leavell Investment Management
Alabama
$2.55M +$1.28M +27,029 +102%
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$2.52M +$708K +14,893 +39%
SWP
120
ShoreHaven Wealth Partners
New Jersey
$2.36M -$2.09K -44 -0.1%
RL
121
Retireful LLC
Michigan
$2.35M -$755K -15,894 -24%
ACA
122
Aptus Capital Advisors
Alabama
$2.29M -$33.8K -712 -1%
JWCA
123
J.W. Cole Advisors
Florida
$2.27M +$345K +7,255 +18%
DIA
124
Dana Investment Advisors
Wisconsin
$2.25M +$210K +4,428 +10%
KWS
125
Keystone Wealth Services
California
$2.23M +$117K +2,457 +6%
3 4
5
6 7