Invesco S&P 500 Top 50 ETF
473 hedge funds and large institutions have $4.06B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 101 reducing their positions, and 24 closing their positions.
365% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $570K
279% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 24
114% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 101
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
22% more capital invested
Capital invested by funds: $3.33B → $4.06B (+$725M)
14% more funds holding
Funds holding: 415 → 473 (+58)
2.92% more ownership
Funds ownership: 49.37% → 52.29% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$88.4M |
| 2 |
Morgan Stanley
New York
|
+$63.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$52.9M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$38.3M |
| 5 |
Goldman Sachs
New York
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$41.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$12M |
| 3 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
-$7.05M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.32M |
| 5 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$3.51M |
XLG Hedge Fund Activity: Q4 2024 in Review
473 of the 7,607 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 $4.06B — up 22% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new XLG positions and 24 closed out — a net gain of 67 holders — while 216 added to existing stakes and 101 trimmed.
The largest buyer was LPL Financial, adding an estimated $88.4M. The largest seller was Bank of America, cutting an estimated $41.7M.
- 473 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2024, up from 415 in Q3 2024.
- Funds reported $4.06B of Invesco S&P 500 Top 50 ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 91 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2024 and 24 closed out, a net change of +67 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2024 was LPL Financial, an estimated $88.4M 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.