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Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

221 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
3.41%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
83
Reduced
44
Closed
16
Calls
–
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K

Top Buyers

1
WGCA
Wolf Group Capital Advisors
Virginia
$48.1M
2
Wells Fargo
Wells Fargo
California
$55.9M
3
Ameriprise
Ameriprise
Minnesota
$83.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$254M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$17.8M

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
$0
2
CA
Cetera Advisors
Colorado
$5.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$647K
4
Barclays
Barclays
United Kingdom
$0
5
Citadel Advisors
Citadel Advisors
Florida
$615K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
201
Plante Moran Financial Advisors
Michigan
$51K – – –
CIAS
202
Capital Investment Advisory Services
North Carolina
$41K +$20.7K +560 +102%
BlackRock
203
BlackRock
New York
$40K +$40K +1,070 New
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$37K – – –
CA
205
Cornerstone Advisory
Maryland
$36K +$36K +960 New
SBL
206
Sargent Bickham Lagudis
Colorado
$30K +$741 +20 +3%
GI
207
Gradient Investments
Minnesota
$29K – – –
CCM
208
Covington Capital Management
California
$26K – – –
CFO
209
CVA Family Office
Colorado
$20K +$20K +550 New
TWM
210
Tradition Wealth Management
Minnesota
$15K +$375 +10 +3%
PB
211
Pinnacle Bancorp
Nebraska
$15K +$15K +400 New
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$14.4K +$11.8K +320 +457%
CIA
213
Choate Investment Advisors
Massachusetts
$13K – – –
FAG
214
Fortitude Advisory Group
Washington
$11K +$11K +300 New
CFA
215
Carroll Financial Associates
North Carolina
$10K – – –
PA
216
Parallel Advisors
California
$10K – – –
WBC
217
West Branch Capital
Massachusetts
$7K – – –
ACA
218
Aptus Capital Advisors
Alabama
$6K – – –
MFT
219
Moisand Fitzgerald Tamayo
Florida
$6K +$6K +150 New
FGAM
220
Financial Gravity Asset Management
Texas
$5.58K +$5.57K +58,930 +53,573%
SCA
221
Snowden Capital Advisors
New York
$4K +$4K +120 New
MA
222
Montag & Associates
Georgia
$1K – – –
EW
223
Element Wealth
Mississippi
$1K – – –
CA
224
CoreCap Advisors
Michigan
$1K – – –
IMC Chicago
225
IMC Chicago
Illinois
– -$6.39M -193,590 Closed
6 7 8
9
10