XLG icon

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.

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

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
CA
2
Cetera Advisors
Colorado
$5.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$647K
4
Barclays
4
Barclays
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$254M 688,680 +42,308 +7%
Bank of America
2
Bank of America
North Carolina
$167M 452,399 +21,181 +5%
LPL Financial
3
LPL Financial
California
$86.1M 233,182 +25,047 +12%
Ameriprise
4
Ameriprise
Minnesota
$83.9M 227,294 +45,283 +25%
Morgan Stanley
5
Morgan Stanley
New York
$72.9M 197,381 +2,293 +1%
UBS Group
6
UBS Group
Switzerland
$65.7M 178,061 +2,217 +1%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$58.8M 159,185 -4,121 -3%
Wells Fargo
8
Wells Fargo
California
$55.9M 151,373 +63,027 +71%
WGCA
9
Wolf Group Capital Advisors
Virginia
$48.1M 130,432 +85,890 +193%
RWP
10
Reliant Wealth Planning
Kentucky
$40.9M 110,715 -1,601 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$28.6M 77,388 +17,810 +30%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$27.6M 74,881 +9,736 +15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.5M 74,404 +2,255 +3%
RG
14
Retirement Group
California
$21.9M 59,254 +6,000 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$17.8M 48,105 +41,428 +620%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$17M 46,121 -1,489 -3%
D
17
Diversified
Delaware
$16.3M 44,262 +8,123 +22%
DAS
18
Dynamic Advisor Solutions
Arizona
$11.3M 30,661 +30,661 New
Franklin Resources
19
Franklin Resources
California
$11.1M 30,204 -209 -0.7%
TIAM2
20
Tru Independence Asset Management 2
Oregon
$11M 29,803 -5,960 -17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.48M 25,687 +9,399 +58%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.1M 24,642 +585 +2%
Stifel Financial
23
Stifel Financial
Missouri
$8.4M 22,742 +341 +2%
Truist Financial
24
Truist Financial
North Carolina
$8.18M 22,163 +700 +3%
CF
25
Centaurus Financial
California
$8.02M 21,718 +433 +2%
1
2 3 4 5