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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
BCI
201
Brinker Capital Investments
Pennsylvania
$1.23M +$250K +5,081 +26%
OPS
202
Orion Portfolio Solutions
Nebraska
$1.23M +$250K +5,081 +26%
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$1.22M -$34.3K -696 -3%
William Blair & Company
204
William Blair & Company
Illinois
$1.21M +$32K +650 +3%
Comerica Bank
205
Comerica Bank
Texas
$1.21M +$44.5K +904 +4%
CAM
206
Cresset Asset Management
Illinois
$1.19M -$1.11M -22,532 -49%
KWS
207
Keystone Wealth Services
California
$1.18M -$1.15M -23,363 -50%
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
$1.17M -$23.7K -481 -2%
IFG
209
Independent Financial Group
California
$1.15M +$74.1K +1,505 +7%
HNB
210
Hilltop National Bank
Wyoming
$1.12M -$20.4K -415 -2%
Tudor Investment Corp
211
Tudor Investment Corp
Connecticut
$1.11M -$1.51M -30,743 -58%
CFB
212
Cullen/Frost Bankers
Texas
$1.1M +$1.87K +38 +0.2%
CC
213
Commons Capital
Massachusetts
$1.1M +$1.09M +22,055 New
AP
214
Advisors Preferred
Maryland
$1.1M +$1.09M +22,100 New
IWM
215
Iams Wealth Management
Nebraska
$1.1M +$263K +5,333 +32%
CL
216
Choreo LLC
Illinois
$1.1M -$49 -1 -0%
HH
217
Hilltop Holdings
Texas
$1.09M +$49.4K +1,004 +5%
PWM
218
Partners Wealth Management
California
$1.09M +$1.07M +21,783 New
AA
219
Armis Advisers
Georgia
$1.08M +$1.07M +21,647 New
CCG
220
Capital CS Group
California
$1.04M -$313K -6,359 -23%
RRCM
221
Rappaport Reiches Capital Management
Illinois
$1M +$127K +2,584 +15%
MFG
222
Merit Financial Group
Georgia
$1M +$270K +5,486 +38%
SOS
223
Silver Oak Securities
Tennessee
$994K -$184K -3,739 -16%
TF
224
Trek Financial
Arizona
$994K +$979K +19,889 New
KLCM
225
KG&L Capital Management
Louisiana
$994K +$89.3K +1,814 +10%
7 8
9
10 11

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.