XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

212 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 29 closing their positions.

Holders
212
Holders Change
-9
Holders Change %
-4.07%
% of All Funds
3.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
68
Reduced
67
Closed
29
Calls
–
Puts
$22.6M
Net Calls
-$22.6M
Net Calls Change
-$22.4M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$264M
2
PS
2
Portfolio Strategies
New York
$21.1M
3
LJAC
3
L.J. Altfest & Co
New York
$20.2M
4
LPL Financial
4
LPL Financial
California
$102M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11M
4
D
4
Diversified
Delaware
$2.77M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$264M 750,431 +61,751 +9%
Bank of America
2
Bank of America
North Carolina
$131M 371,622 -80,777 -18%
LPL Financial
3
LPL Financial
California
$102M 290,353 +57,171 +25%
Morgan Stanley
4
Morgan Stanley
New York
$84.9M 241,604 +44,223 +22%
UBS Group
5
UBS Group
Switzerland
$77.8M 221,343 +43,282 +24%
Ameriprise
6
Ameriprise
Minnesota
$71.9M 204,793 -22,501 -10%
Wells Fargo
7
Wells Fargo
California
$44.6M 126,751 -24,622 -16%
RWP
8
Reliant Wealth Planning
Kentucky
$40.2M 114,390 +3,675 +3%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$39.9M 125,780 -33,405 -21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.4M 75,181 +49,494 +193%
RG
11
Retirement Group
California
$23.5M 66,862 +7,608 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.3M 66,240 -8,164 -11%
PS
13
Portfolio Strategies
New York
$21.1M 60,007 +60,007 New
LJAC
14
L.J. Altfest & Co
New York
$20.2M 57,360 +57,360 New
Osaic Holdings
15
Osaic Holdings
Arizona
$19.4M 56,017 -21,371 -28%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$16M 45,635 -486 -1%
PAG
17
Private Advisor Group
New Jersey
$15.7M 44,753 +28,980 +184%
WGCA
18
Wolf Group Capital Advisors
Virginia
$14.7M 41,781 -88,651 -68%
BHB
19
Bank Hapoalim BM
Israel
$11.1M 31,628 +11,628 +58%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11M 31,235 -43,646 -58%
PP
21
Pegasus Partners
Wisconsin
$10.2M 29,135 +20,738 +247%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.2M 29,025 +4,383 +18%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.22M 23,377 +7,861 +51%
IMC Chicago
24
IMC Chicago
Illinois
$8.08M 22,983 +22,983 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$7.81M 22,217 +12,496 +129%
1
2 3 4 5