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Invesco S&P 500 Top 50 ETF (XLG) Institutional Ownership

Invesco S&P 500 Top 50 ETF logo
$50.79 +0.31 (+0.61%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$770.49M
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$168.34M
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XLG Institutional Buying and Selling by Quarter

Invesco S&P 500 Top 50 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Crescent Grove Advisors LLC120,740$6.03M0.6%-1.4%0.124%
1/21/2025Precedent Wealth Partners LLC168,163$8.40M2.7%+1.5%0.172%
1/21/2025Cyndeo Wealth Partners LLC15,382$768K0.1%-15.4%0.016%
1/21/2025DGS Capital Management LLC6,835$341K0.1%-24.2%0.007%
1/21/2025Berbice Capital Management LLC7,593$379K0.3%N/A0.008%
1/21/2025Rappaport Reiches Capital Management LLC20,091$1.00M0.3%+14.8%0.021%
1/21/2025Financial Partners Group LLC39,037$1.95M0.8%-4.5%0.040%
1/17/2025 Key Client Fiduciary Advisors LLC9,846$492K0.2%+6.9%0.010%
1/17/2025 Secure Asset Management LLC5,779$289K0.0%+36.8%0.006%
1/17/2025 Seros Financial LLC166,039$7.60M6.9%N/A0.170%
1/17/2025 Madrona Financial Services LLC8,952$447K0.1%-12.0%0.009%
1/17/2025 Avior Wealth Management LLC31,076$1.55M0.1%-3.7%0.032%
1/17/2025 Mutual Advisors LLC25,801$1.29M0.0%-18.3%0.026%
1/17/2025 Janney Montgomery Scott LLC50,551$2.53M0.0%+13.8%0.052%
1/17/2025 Commons Capital LLC22,055$1.10M1.0%N/A0.023%
1/17/2025 Segment Wealth Management LLC300,905$15.03M1.0%+1.4%0.309%
1/16/2025 Lee Johnson Capital Management LLC72,076$3.60M1.9%+2.1%0.074%
1/16/2025 RiverTree Advisors LLC83,805$4.19M2.8%+1,049.3%0.086%
1/15/2025 IAM Advisory LLC4,760$238K0.1%-7.0%0.005%
1/15/2025 Ameritas Advisory Services LLC52,844$2.64M0.1%+14.5%0.054%
1/15/2025 Merit Financial Group LLC20,058$1.00M0.0%+37.6%0.021%
1/15/2025 Walker Asset Management LLC34,479$1.72M1.1%+3.2%0.035%
1/15/2025 Wealthcare Advisory Partners LLC15,786$789K0.0%+50.2%0.016%
1/15/2025 Decker Retirement Planning Inc.690$34K0.0%N/A0.001%
1/15/2025 Client First Capital LLC87,582$4.38M2.2%+7.3%0.090%
1/15/2025 Retireful LLC16,269$813K0.5%-67.1%0.017%
1/14/2025 SignalPoint Asset Management LLC96,922$4.84M1.2%+6.2%0.099%
1/14/2025 Redhawk Wealth Advisors Inc.404,829$20.23M2.7%+3.3%0.415%
1/14/2025 Capstone Wealth Management Group LLC111,657$5.58M3.0%+17.3%0.115%
1/14/2025 Capital CS Group LLC20,917$1.05M1.4%-23.3%0.021%
1/13/2025 Columbia Advisory Partners LLC42,645$2.13M2.0%-77.1%0.044%
1/13/2025 PSI Advisors LLC25,296$1.26M0.4%+2.0%0.026%
1/13/2025 Heritage Wealth Partners LLC38,115$1.90M2.4%N/A0.039%
1/13/2025 Claro Advisors LLC7,053$352K0.0%-6.1%0.007%
1/13/2025 Abound Wealth Management603$30K0.0%N/A0.001%
1/13/2025 Cooper Financial Group4,901$245K0.0%+8.8%0.005%
1/13/2025 Wedmont Private Capital9,017$446K0.0%+4.9%0.009%
1/13/2025 Brookstone Capital Management84,818$4.24M0.1%-7.5%0.087%
1/13/2025 City Center Advisors LLC26,866$1.34M1.5%N/A0.028%
1/10/2025 HBW Advisory Services LLC73,961$3.70M0.5%+9.3%0.076%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/10/2025 Hilltop National Bank22,455$1.12M0.3%-1.8%0.023%
1/10/2025 Wealth Enhancement Advisory Services LLC772,311$36.71M0.1%-0.3%0.792%
1/7/2025 Moller Wealth Partners38,457$1.92M0.5%+27.8%0.039%
12/26/2024JPMorgan Chase & Co.723,678$34.40M0.0%+3.5%0.742%
12/13/2024B. Riley Wealth Advisors Inc.8,778$415K0.0%+39.2%0.009%
12/10/2024DGS Capital Management LLC9,018$429K0.1%-16.0%0.009%
11/25/2024World Investment Advisors LLC173,221$8.23M0.2%+61.6%0.178%
11/25/2024Sanctuary Advisors LLC102,848$5.05M0.0%-35.0%0.105%
11/18/2024Arete Wealth Advisors LLC39,048$1.85M0.2%+131.5%0.040%
11/18/2024Asset Allocation Strategies LLC232,391$11.05M3.1%+24.3%0.238%
11/18/2024Cresta Advisors Ltd.62,559$2.97M1.6%+5.1%0.064%
11/15/2024Y Intercept Hong Kong Ltd12,817$609K0.0%-56.1%0.013%
11/15/2024MML Investors Services LLC601,157$28.57M0.1%+29.6%0.617%
11/15/2024Laraway Financial Advisors Inc59,674$2.84M2.3%+4.1%0.061%
11/15/2024Orion Portfolio Solutions LLC19,450$924K0.0%-13.1%0.020%
11/15/2024Insigneo Advisory Services LLC12,009$571K0.1%N/A0.012%
11/15/2024Jane Street Group LLC24,700$1.17M0.0%-53.6%0.025%
11/15/2024Stifel Financial Corp941,430$44.75M0.0%-6.8%0.966%
11/15/2024Quantinno Capital Management LP15,070$716K0.0%N/A0.015%
11/15/2024Pinnacle Family Advisors LLC110,413$5.25M2.7%N/A0.113%
11/15/2024IHT Wealth Management LLC14,956$711K0.0%N/A0.015%
11/15/2024Integrated Wealth Concepts LLC182,494$8.67M0.1%+5.0%0.187%
11/15/2024HighTower Advisors LLC925,321$43.98M0.1%+27.7%0.949%
11/15/2024Hilltop Holdings Inc.20,865$992K0.1%+4.7%0.021%
11/15/2024Benjamin Edwards Inc.16,339$777K0.0%N/A0.017%
11/14/2024Rockefeller Capital Management L.P.198,202$9.42M0.0%-11.2%0.203%
11/14/2024CreativeOne Wealth LLC14,352$682K0.0%+195.3%0.015%
11/13/2024Freedom Investment Management Inc.13,485$641K0.1%-6.3%0.014%
11/13/2024Avestar Capital LLC189,097$8.99M0.9%-3.8%0.194%
11/13/2024FMR LLC37,541$1.78M0.0%-1.1%0.039%
11/13/2024Elios Financial Group Inc.31,756$1.51M0.7%N/A0.033%
11/13/2024Bank of Montreal Can57,806$2.73M0.0%+1.4%0.059%
11/13/2024Associated Banc Corp5,616$267K0.0%-18.1%0.006%
11/13/2024Private Trust Co. NA11,337$539K0.1%+23.3%0.012%
11/13/2024Diversified LLC30,792$1.46M0.2%-4.7%0.032%
11/13/2024Truvestments Capital LLC80,226$3.81M1.0%N/A0.082%
11/13/2024Fisher Asset Management LLC5,205,983$247.44M0.1%-3.5%5.340%
11/12/2024Centaurus Financial Inc.224,971$10.69M0.7%+2.6%0.231%
11/12/2024Crewe Advisors LLC7,924$377K0.0%N/A0.008%
11/12/2024Kingsview Wealth Management LLC13,809$656K0.0%-34.8%0.014%
11/12/2024Great Valley Advisor Group Inc.87,940$4.18M0.1%+4.0%0.090%
11/12/2024Investors Research Corp1,909$91K0.0%+126.7%0.002%
11/9/2024LPL Financial LLC7,979,467$379.26M0.2%+10.2%8.185%
11/8/2024Cedar Wealth Management LLC365,198$17.36M5.4%+24.2%0.375%
11/8/2024 Retireful LLC49,394$2.35M1.7%-24.3%0.051%
11/8/2024 Avior Wealth Management LLC32,277$1.53M0.1%-7.6%0.033%
11/7/2024Thrivent Financial for Lutherans810,478$38.52M0.1%+22.0%0.831%
11/7/2024 Claro Advisors LLC7,514$357K0.0%N/A0.008%
11/6/2024KPP Advisory Services LLC160,779$7.64M1.8%+84.8%0.165%
11/6/2024RIA Advisory Group LLC77,880$3.70M1.3%N/A0.080%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/6/2024OneDigital Investment Advisors LLC283,179$13.46M0.2%+20.4%0.290%
11/6/2024Lifeworks Advisors LLC6,036$287K0.1%-9.7%0.006%
11/6/2024Snider Financial Group18,188$864K0.3%-1.1%0.019%
11/6/2024Main Street Financial Solutions LLC7,305$347K0.0%-15.5%0.007%
11/6/2024Oppenheimer & Co. Inc.60,289$2.87M0.0%-12.3%0.062%
11/5/2024Aptus Capital Advisors LLC48,188$2.29M0.0%-1.5%0.049%
11/5/2024First Heartland Consultants Inc.9,807$466K0.1%+4.1%0.010%
11/5/2024Nations Financial Group Inc. IA ADV35,079$1.67M0.1%+5.3%0.036%
11/4/2024Baker Avenue Asset Management LP8,092$385K0.0%-4.9%0.008%
11/4/2024Migdal Insurance & Financial Holdings Ltd.7,225$343K0.0%+22.1%0.007%
(Data available from 1/1/2016 forward)

XLG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLG shares?

During the previous two years, 378 institutional investors and hedge funds held shares of Invesco S&P 500 Top 50 ETF. The most heavily invested institutionals were LPL Financial LLC ($379.26M), Fisher Asset Management LLC ($247.44M), Wells Fargo & Company MN ($71.13M), UBS Group AG ($66.65M), Ameriprise Financial Inc. ($65.13M), Bank of America Corp DE ($64.74M), and Raymond James Financial Services Advisors Inc. ($59.72M).Learn more on XLG's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Top 50 ETF stock?

Of the 350 institutional investors that purchased Invesco S&P 500 Top 50 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($5.53M), Ameriprise Financial Inc. ($1.84M), UBS Group AG ($1.61M), Wilbanks Smith & Thomas Asset Management LLC ($1.45M), Raymond James Financial Services Advisors Inc. ($1.28M), One Capital Management LLC ($972.46K), and Goldman Sachs Group Inc. ($918.03K).

How much institutional buying is happening at Invesco S&P 500 Top 50 ETF?

Institutional investors have bought a total of 39,020,145 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Which Invesco S&P 500 Top 50 ETF major shareholders have been selling company stock?

Of the 161 institutional investors that sold Invesco S&P 500 Top 50 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($1.69M), Fisher Asset Management LLC ($850.70K), Redhawk Wealth Advisors Inc. ($334.90K), Wolf Group Capital Advisors ($311.72K), Bricktown Capital LLC ($310.16K), Mirae Asset Global Investments Co. Ltd. ($153.50K), and Thoroughbred Financial Services LLC ($143.72K).

How much institutional selling is happening at Invesco S&P 500 Top 50 ETF?

Institutional investors have sold a total of 6,280,350 shares in the last 24 months. This volume of shares sold represents approximately $248.79M in transactions.



This page (NYSEARCA:XLG) was last updated on 1/21/2025 by MarketBeat.com Staff
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