Invesco S&P 500 Top 50 ETF
XLG
340 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.
376% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 17
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
36% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 89
27% more capital invested
Capital invested by funds: $1.93B → $2.45B (+$520M)
22% more funds holding
Funds holding: 279 → 340 (+61)
1.14% less ownership
Funds ownership: 60.38% → 59.24% (-1.1%)
64% less call options, than puts
Call options by funds: $29K | Put options by funds: $80K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$49.7M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$41.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$23M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.1M |
| 5 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$8.24M |
| 3 |
AC
Avestar Capital
New York
|
-$7.46M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$6.82M |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$6.78M |
XLG Hedge Fund Activity: Q1 2024 in Review
340 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2024, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new XLG positions and 17 closed out — a net gain of 64 holders — while 121 added to existing stakes and 89 trimmed.
The largest buyer was LPL Financial, adding an estimated $49.7M. The largest seller was AE Wealth Management, cutting an estimated $14.7M.
- 340 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2024, up from 279 in Q4 2023.
- Funds reported $2.45B of Invesco S&P 500 Top 50 ETF stock for Q1 2024, up 27% quarter-over-quarter.
- 81 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2024 and 17 closed out, a net change of +64 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2024 was LPL Financial, an estimated $49.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2024 was AE Wealth Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2024.