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Invesco S&P 500 Top 50 ETF
XLG

340 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 81 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 17

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

22% more funds holding

Funds holding: 279 → 340 (+61)

18% more capital invested

Capital invested by funds: $2.09B → $2.45B (+$368M)

5.86% less ownership

Funds ownership: 65.11% → 59.25% (-5.9%)

64% less call options, than puts

Call options by funds: $29K | Put options by funds: $80K

Holders
340
Holders Change
+61
Holders Change %
+21.86%
% of All Funds
4.9%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
81
Increased
121
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.7M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$41.6M
3
Wells Fargo
Wells Fargo
California
+$23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.1M
5
QFA
Quattro Financial Advisors
Texas
+$19.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$156M
2
AWM
AE Wealth Management
Kansas
-$14.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$8.24M
4
AC
Avestar Capital
New York
-$7.46M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$6.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
126
Dana Investment Advisors
Wisconsin
$1.59M +$175K +4,341 +13%
WFA
127
WMG Financial Advisors
Tennessee
$1.56M +$4.3K +107 +0.3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$1.33M +33,039 +1,233%
GT
129
Greenleaf Trust
Michigan
$1.48M – – –
WAM
130
Walker Asset Management
Missouri
$1.48M +$64.4K +1,600 +5%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.47M -$1.93M -48,000 -58%
RJT
132
Raymond James Trust
Florida
$1.46M +$33.7K +839 +2%
D
133
Diversified
Delaware
$1.44M -$10.4K -259 -0.8%
FTS
134
Fifth Third Securities
Ohio
$1.43M +$205K +5,088 +18%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.4M +$340K +8,446 +34%
PWM
136
Perigon Wealth Management
California
$1.38M +$483 +12 +0%
SAF
137
Smith Anglin Financial
Texas
$1.37M -$187K -4,656 -13%
WP
138
WealthShield Partners
North Carolina
$1.35M +$1.29M +32,120 New
Truist Financial
139
Truist Financial
North Carolina
$1.32M -$2.33M -57,948 -65%
JWCA
140
J.W. Cole Advisors
Florida
$1.28M +$1.22M +30,299 New
OIA
141
OneDigital Investment Advisors
Kansas
$1.24M +$22.4K +557 +2%
FSA
142
Financial Services Advisory
Maryland
$1.21M -$89.7K -2,229 -7%
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$1.15M +$1.1M +27,228 New
FIS
144
Fischer Investment Strategies
California
$1.12M +$26.2K +651 +3%
NFSG
145
Newbridge Financial Services Group
Florida
$1.09M -$88.2K -2,192 -8%
IWM
146
Iams Wealth Management
Nebraska
$1.06M +$1.03M +25,728 New
SFA
147
Sequoia Financial Advisors
Ohio
$1.05M +$1.01M +25,000 New
NFG
148
Nations Financial Group
Iowa
$1.05M +$218K +5,408 +28%
HF
149
HRT Financial
New York
$1.05M +$579K +14,385 +137%
KWM
150
Kingsview Wealth Management
Oregon
$1.02M -$1.16M -28,810 -54%
4 5
6
7 8

XLG Hedge Fund Activity: Q1 2024 in Review

340 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2024, worth a combined $2.45B — up 18% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLG positions and 17 closed out — a net gain of 64 holders — while 121 added to existing stakes and 89 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.7M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 340 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2024, up from 279 in Q4 2023.
  • Funds reported $2.45B of Invesco S&P 500 Top 50 ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 81 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2024 and 17 closed out, a net change of +64 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2024 was LPL Financial, an estimated $49.7M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2024 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2024.