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.

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

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
Clearstead Advisors
Ohio
$47.3M
3
RWA
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
Ameriprise
Minnesota
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
126
Holt Capital Partners
Texas
$2.21M +$1.47M +30,935 +198%
CAM
127
Cresset Asset Management
Illinois
$2.2M +$1.72M +36,281 +360%
AAS
128
Ameritas Advisory Services
Nebraska
$2.19M +$328K +6,892 +18%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$2.11M -$799K -16,812 -27%
CFG
130
Carr Financial Group
Massachusetts
$2.04M +$695K +14,619 +52%
GIA
131
Goodwin Investment Advisory
Georgia
$2.02M -$147K -3,100 -7%
AAS
132
Avantax Advisory Services
Texas
$2.02M +$922K +19,397 +84%
NS
133
NBC Securities
Alabama
$2M +$1.74M +36,557 +652%
SCA
134
Snowden Capital Advisors
New York
$1.96M +$1.41M +29,755 +258%
FTS
135
Fifth Third Securities
Ohio
$1.95M +$109K +2,285 +6%
FPGT
136
Financial Partners Group (Tennessee)
Tennessee
$1.94M +$72.2K +1,520 +4%
AWM
137
Aspire Wealth Management
Massachusetts
$1.93M -$61K -1,284 -3%
NRI
138
NFP Retirement Inc
California
$1.87M -$4.9K -103 -0.3%
WFA
139
WMG Financial Advisors
Tennessee
$1.85M +$44.9K +944 +2%
AWA
140
Arete Wealth Advisors
Illinois
$1.85M +$1.05M +22,182 +132%
LWM
141
Lionsbridge Wealth Management
Florida
$1.8M +$1.8M +37,961 New
GFG
142
Greystone Financial Group
Michigan
$1.8M +$1.8M +37,918 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$1.78M -$20.3K -428 -1%
GT
144
Greenleaf Trust
Michigan
$1.67M – – –
Brown Advisory
145
Brown Advisory
Maryland
$1.67M +$831K +17,483 +99%
NFG
146
Nations Financial Group
Iowa
$1.67M +$83.7K +1,760 +5%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.66M +$1.66M +35,000 New
APW
148
Aurora Private Wealth
New Jersey
$1.66M -$46.2K -971 -3%
RJT
149
Raymond James Trust
Florida
$1.63M – – –
SAF
150
Smith Anglin Financial
Texas
$1.61M +$83.9K +1,766 +6%
4 5
6
7 8