Invesco S&P 500 Top 50 ETF
XLG
415 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 173 increasing their positions, 122 reducing their positions, and 26 closing their positions.
131% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 26
42% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 122
37% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.38M
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
13% more capital invested
Capital invested by funds: $2.95B → $3.33B (+$386M)
8% more funds holding
Funds holding: 384 → 415 (+31)
9.21% less ownership
Funds ownership: 58.59% → 49.37% (-9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$45.5M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$36.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$34.1M |
| 4 |
Two Sigma Investments
New York
|
+$28.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$22M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$15.4M |
| 3 |
BC
Bricktown Capital
Detroit,
Michigan
|
-$14.3M |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$13.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.33M |
XLG Hedge Fund Activity: Q3 2024 in Review
415 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2024, worth a combined $3.33B — up 13% from $2.95B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new XLG positions and 26 closed out — a net gain of 34 holders — while 173 added to existing stakes and 122 trimmed.
The largest buyer was Bank of America, adding an estimated $45.5M. The largest seller was Clearstead Advisors, cutting an estimated $22M.
- 415 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2024, up from 384 in Q2 2024.
- Funds reported $3.33B of Invesco S&P 500 Top 50 ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 60 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2024 and 26 closed out, a net change of +34 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2024 was Bank of America, an estimated $45.5M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2024 was Clearstead Advisors, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2024.