We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF
XLG

472 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $570K

275% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 24

114% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 101

38% more capital invested

Capital invested by funds: $3.33B → $4.6B (+$1.26B)

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

20.9% more ownership

Funds ownership: 49.37% → 70.27% (+21%)

14% more funds holding

Funds holding: 415 → 472 (+57)

Holders
472
Holders Change
+57
Holders Change %
+13.73%
% of All Funds
6.22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
90
Increased
216
Reduced
101
Closed
24
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$1.38B
2
LPL Financial
LPL Financial
California
+$88.4M
3
Morgan Stanley
Morgan Stanley
New York
+$63.3M
4
Invesco
Invesco
Georgia
+$52.9M
5
IAA
Independent Advisor Alliance
North Carolina
+$38.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$12M
3
CAP
Columbia Advisory Partners
Washington
-$7.05M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.32M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
Integrity Alliance
Iowa
$2.13M +$2.1M +42,656 New
CAP
152
Columbia Advisory Partners
Washington
$2.13M -$7.05M -143,259 -77%
CFG
153
Carr Financial Group
Massachusetts
$2.13M -$9.5K -193 -0.5%
GIA
154
Goodwin Investment Advisory
Georgia
$2.13M – – –
MAMG
155
Milestone Asset Management Group
Connecticut
$2.11M +$2.08M +42,281 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$2.11M +$227K +4,617 +12%
BAM
157
Belpointe Asset Management
Nevada
$2.02M -$1.14M -23,146 -35%
FCA
158
Fortis Capital Advisors
Kansas
$2.02M -$1.14M -23,146 -35%
NFG
159
Nations Financial Group
Iowa
$2M +$247K +5,014 +14%
GFG
160
Greystone Financial Group
Michigan
$1.95M +$58.3K +1,184 +3%
CCFM
161
Clear Creek Financial Management
Washington
$1.95M +$1.92M +39,068 New
FPGT
162
Financial Partners Group (Tennessee)
Tennessee
$1.95M -$91.1K -1,850 -5%
NRI
163
NFP Retirement Inc
California
$1.94M -$32.3K -657 -2%
WFA
164
WMG Financial Advisors
Tennessee
$1.93M -$10.6K -216 -0.6%
MWP
165
Moller Wealth Partners
$1.92M +$412K +8,372 +28%
HWP
166
Heritage Wealth Partners
Ohio
$1.9M +$1.88M +38,115 New
Citadel Advisors
167
Citadel Advisors
Florida
$1.85M +$1.35M +27,391 +284%
CWMGO
168
Capstone Wealth Management Group (Oregon)
Oregon
$1.85M +$1.82M +36,958 New
GT
169
Greenleaf Trust
Michigan
$1.76M – – –
APW
170
Aurora Private Wealth
New Jersey
$1.75M +$2.61K +53 +0.2%
CA
171
Cannon Advisors
North Carolina
$1.73M +$166K +3,369 +11%
WAM
172
Walker Asset Management
Missouri
$1.72M +$52.4K +1,064 +3%
NAM
173
NTV Asset Management
West Virginia
$1.71M +$217K +4,406 +15%
SAF
174
Smith Anglin Financial
Texas
$1.69M +$2.41K +49 +0.1%
Jane Street
175
Jane Street
New York
$1.68M +$437K +8,880 +36%
5 6
7
8 9

XLG Hedge Fund Activity: Q4 2024 in Review

472 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2024, worth a combined $4.6B — up 38% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new XLG positions and 24 closed out — a net gain of 66 holders — while 216 added to existing stakes and 101 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.38B. The largest seller was Bank of America, cutting an estimated $41.7M.

  • 472 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2024, up from 415 in Q3 2024.
  • Funds reported $4.6B of Invesco S&P 500 Top 50 ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 90 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2024 and 24 closed out, a net change of +66 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2024 was Demars Financial Group, an estimated $1.38B added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q4 2024 was Bank of America, an estimated $41.7M sold.

Based on aggregated 13F filings for Q4 2024.