Free Trial

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

Invesco S&P 500 Top 50 ETF logo
$49.07 -0.07 (-0.14%)
(As of 12:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
250
Total
Institutional Inflows
(last 12 months)
$783.11M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$214.12M
Get XLG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Top 50 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/18/2024 Arete Wealth Advisors LLC39,048$1.85M0.2%+131.5%0.040%
11/18/2024 Asset Allocation Strategies LLC232,391$11.05M3.1%+24.3%0.238%
11/18/2024 Cresta Advisors Ltd.62,559$2.97M1.6%+5.1%0.064%
11/15/2024 Y Intercept Hong Kong Ltd12,817$609K0.0%-56.1%0.013%
11/15/2024 MML Investors Services LLC601,157$28.57M0.1%+29.6%0.617%
11/15/2024 Laraway Financial Advisors Inc59,674$2.84M2.3%+4.1%0.061%
11/15/2024 Orion Portfolio Solutions LLC19,450$924K0.0%-13.1%0.020%
11/15/2024 Insigneo Advisory Services LLC12,009$571K0.1%N/A0.012%
11/15/2024 Jane Street Group LLC24,700$1.17M0.0%-53.6%0.025%
11/15/2024 Stifel Financial Corp941,430$44.75M0.0%-6.8%0.966%
11/15/2024 Quantinno Capital Management LP15,070$716K0.0%N/A0.015%
11/15/2024 Pinnacle Family Advisors LLC110,413$5.25M2.7%N/A0.113%
11/15/2024 IHT Wealth Management LLC14,956$711K0.0%N/A0.015%
11/15/2024 Integrated Wealth Concepts LLC182,494$8.67M0.1%+5.0%0.187%
11/15/2024 HighTower Advisors LLC925,321$43.98M0.1%+27.7%0.949%
11/15/2024 Hilltop Holdings Inc.20,865$992K0.1%+4.7%0.021%
11/15/2024 Benjamin Edwards Inc.16,339$777K0.0%N/A0.017%
11/14/2024 Rockefeller Capital Management L.P.198,202$9.42M0.0%-11.2%0.203%
11/14/2024 CreativeOne Wealth LLC14,352$682K0.0%+195.3%0.015%
11/13/2024 Freedom Investment Management Inc.13,485$641K0.1%-6.3%0.014%
11/13/2024 Avestar Capital LLC189,097$8.99M0.9%-3.8%0.194%
11/13/2024 FMR LLC37,541$1.78M0.0%-1.1%0.039%
11/13/2024 Elios Financial Group Inc.31,756$1.51M0.7%N/A0.033%
11/13/2024 Bank of Montreal Can57,806$2.73M0.0%+1.4%0.059%
11/13/2024 Associated Banc Corp5,616$267K0.0%-18.1%0.006%
11/13/2024 Private Trust Co. NA11,337$539K0.1%+23.3%0.012%
11/13/2024 Diversified LLC30,792$1.46M0.2%-4.7%0.032%
11/13/2024 Truvestments Capital LLC80,226$3.81M1.0%N/A0.082%
11/13/2024Fisher Asset Management LLC5,205,983$247.44M0.1%-3.5%5.340%
11/12/2024 Centaurus Financial Inc.224,971$10.69M0.7%+2.6%0.231%
11/12/2024 Crewe Advisors LLC7,924$377K0.0%N/A0.008%
11/12/2024 Kingsview Wealth Management LLC13,809$656K0.0%-34.8%0.014%
11/12/2024 Great Valley Advisor Group Inc.87,940$4.18M0.1%+4.0%0.090%
11/12/2024 Investors Research Corp1,909$91K0.0%+126.7%0.002%
11/9/2024 LPL Financial LLC7,979,467$379.26M0.2%+10.2%8.185%
11/8/2024 Cedar 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%
11/7/2024 Thrivent Financial for Lutherans810,478$38.52M0.1%+22.0%0.831%
11/7/2024 Claro Advisors LLC7,514$357K0.0%N/A0.008%
Tesla Execs are Freaking Out (Ad)

It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.

11/6/2024 KPP Advisory Services LLC160,779$7.64M1.8%+84.8%0.165%
11/6/2024 RIA Advisory Group LLC77,880$3.70M1.3%N/A0.080%
11/6/2024 OneDigital Investment Advisors LLC283,179$13.46M0.2%+20.4%0.290%
11/6/2024 Lifeworks Advisors LLC6,036$287K0.1%-9.7%0.006%
11/6/2024 Snider Financial Group18,188$864K0.3%-1.1%0.019%
11/6/2024 Main Street Financial Solutions LLC7,305$347K0.0%-15.5%0.007%
11/6/2024 Oppenheimer & Co. Inc.60,289$2.87M0.0%-12.3%0.062%
11/5/2024 Aptus Capital Advisors LLC48,188$2.29M0.0%-1.5%0.049%
11/5/2024 First Heartland Consultants Inc.9,807$466K0.1%+4.1%0.010%
11/5/2024 Nations Financial Group Inc. IA ADV35,079$1.67M0.1%+5.3%0.036%
11/4/2024 Baker Avenue Asset Management LP8,092$385K0.0%-4.9%0.008%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.7,225$343K0.0%+22.1%0.007%
11/4/2024 Sigma Planning Corp129,787$6.17M0.2%-16.7%0.133%
11/1/2024 Carr Financial Group Corp42,825$2.04M0.6%+51.8%0.044%
11/1/2024 Atria Investments Inc95,320$4.53M0.1%-47.4%0.098%
11/1/2024 Demars Financial Group LLC471,012$22.39M10.2%+14.7%0.483%
11/1/2024 Assetmark Inc.2,366$112K0.0%+2,175.0%0.002%
11/1/2024 Pegasus Partners Ltd.284,173$13.51M1.3%+12.4%0.291%
11/1/2024 Carson Advisory Inc.16,932$805K0.5%+5.8%0.017%
11/1/2024 Lionsbridge Wealth Management LLC37,961$1.80M1.4%N/A0.039%
11/1/2024 Holistic Planning LLC7,070$336K0.1%-34.0%0.007%
11/1/2024 Leavell Investment Management Inc.53,559$2.55M0.1%+101.9%0.055%
11/1/2024 Aspire Wealth Management Corp40,682$1.93M1.0%-3.1%0.042%
10/31/2024 Consolidated Planning Corp6,167$293K0.0%N/A0.006%
10/31/2024 Valley Brook Capital Group Inc.5,505$262K0.2%+5.5%0.006%
10/31/2024 Financial Services Advisory Inc33,420$1.59M0.4%-33.8%0.034%
10/31/2024 American Capital Advisory LLC2,750$131K0.1%N/A0.003%
10/31/2024 Concurrent Investment Advisors LLC66,234$3.15M0.1%+20.6%0.068%
10/30/2024 Leslie Global Wealth LLC14,712$699K0.3%+36.5%0.015%
10/30/2024 Crescent Grove Advisors LLC122,414$5.82M0.6%-1.3%0.126%
10/30/2024 MinichMacGregor Wealth Management LLC6,672$317K0.1%-3.2%0.007%
10/30/2024 United Advisor Group LLC8,747$416K0.1%+18.7%0.009%
10/30/2024 Capital Wealth Alliance LLC23,820$1.13M0.7%-43.1%0.024%
10/29/2024 Centennial Bank AR7,100$337K0.2%+222.7%0.007%
10/29/2024 KG&L Capital Management LLC18,074$859K0.3%+15.2%0.019%
10/29/2024 Lansing Street Advisors8,955$426K0.2%+12.5%0.009%
10/29/2024 Nvwm LLC9,284$441K0.1%-58.0%0.010%
10/29/2024 Janney Montgomery Scott LLC44,418$2.11M0.0%-27.5%0.046%
10/29/2024 Farther Finance Advisors LLC133,430$6.34M0.2%-17.4%0.137%
10/28/2024 Gladstone Institutional Advisory LLC5,034$239K0.0%-96.4%0.005%
10/28/2024 Focus Financial Network Inc.14,642$696K0.0%+7.3%0.015%
10/28/2024 Principal Securities Inc.98,779$4.70M0.1%+39.1%0.101%
10/28/2024 US Bancorp DE23,939$1.14M0.0%+22.8%0.025%
10/25/2024 Financial Advocates Investment Management177,494$8.47M0.5%-9.5%0.182%
10/25/2024 SteelPeak Wealth LLC12,511$595K0.0%+1.8%0.013%
10/25/2024 Mutual Advisors LLC31,566$1.52M0.0%-1.2%0.032%
10/25/2024 MONECO Advisors LLC24,026$1.14M0.1%+50.6%0.025%
10/25/2024 Integrated Advisors Network LLC5,768$274K0.0%N/A0.006%
10/24/2024 Concord Wealth Partners998$47K0.0%N/A0.001%
10/24/2024 J.W. Cole Advisors Inc.47,785$2.27M0.1%+17.9%0.049%
Tesla Execs are Freaking Out (Ad)

It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.

10/24/2024 Fischer Investment Strategies LLC32,615$1.55M1.3%-1.5%0.033%
10/24/2024 GHP Investment Advisors Inc.3,100$147K0.0%N/A0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC774,712$36.82M0.1%+28.9%0.795%
10/24/2024 Consolidated Portfolio Review Corp160,318$7.62M1.7%+0.6%0.164%
10/23/2024 Mirae Asset Global Investments Co. Ltd.332,000$15.69M0.1%-18.6%0.341%
10/23/2024 Financial Partners Group LLC40,887$1.94M0.7%+3.9%0.042%
10/23/2024 Silver Oak Securities Incorporated23,495$1.05M0.1%-55.4%0.024%
10/23/2024 Walker Asset Management LLC33,415$1.59M1.0%-0.8%0.034%
10/23/2024 Jackson Wealth Management LLC140,149$6.66M0.8%+110.4%0.144%
10/23/2024 RiverTree Advisors LLC7,292$347K0.2%N/A0.007%
(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, 369 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 341 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 38,517,911 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 154 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 6,018,984 shares in the last 24 months. This volume of shares sold represents approximately $235.74M in transactions.



This page (NYSEARCA:XLG) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners