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 %
DIA
126
Dana Investment Advisors
Wisconsin
$1.59M 37,666 +4,341 +13%
WFA
127
WMG Financial Advisors
Tennessee
$1.56M 37,099 +107 +0.3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$1.51M 35,719 +33,039 +1,233%
GT
129
Greenleaf Trust
Michigan
$1.48M 35,220 – –
WAM
130
Walker Asset Management
Missouri
$1.48M 35,029 +1,600 +5%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.47M 35,000 -48,000 -58%
RJT
132
Raymond James Trust
Florida
$1.46M 34,586 +839 +2%
D
133
Diversified
Delaware
$1.44M 34,089 -259 -0.8%
FTS
134
Fifth Third Securities
Ohio
$1.43M 33,963 +5,088 +18%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.4M 33,335 +8,446 +34%
PWM
136
Perigon Wealth Management
California
$1.38M 32,770 +12 +0%
SAF
137
Smith Anglin Financial
Texas
$1.37M 32,411 -4,656 -13%
WP
138
WealthShield Partners
North Carolina
$1.35M 32,120 +32,120 New
Truist Financial
139
Truist Financial
North Carolina
$1.32M 31,301 -57,948 -65%
JWCA
140
J.W. Cole Advisors
Florida
$1.28M 30,299 +30,299 New
OIA
141
OneDigital Investment Advisors
Kansas
$1.24M 29,484 +557 +2%
FSA
142
Financial Services Advisory
Maryland
$1.21M 28,830 -2,229 -7%
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$1.15M 27,228 +27,228 New
FIS
144
Fischer Investment Strategies
California
$1.12M 26,613 +651 +3%
NFSG
145
Newbridge Financial Services Group
Florida
$1.09M 25,979 -2,192 -8%
IWM
146
Iams Wealth Management
Nebraska
$1.06M 25,728 +25,728 New
SFA
147
Sequoia Financial Advisors
Ohio
$1.05M 25,000 +25,000 New
NFG
148
Nations Financial Group
Iowa
$1.05M 24,905 +5,408 +28%
HF
149
HRT Financial
New York
$1.05M 24,850 +14,385 +137%
KWM
150
Kingsview Wealth Management
Oregon
$1.02M 24,169 -28,810 -54%
4 5
6
7 8