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

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

Number of
Institutional Buyers
(last 12 months)
243
Total
Institutional Inflows
(last 12 months)
$991.54M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$129.40M
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XLG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Axxcess Wealth Management LLC5,315$224K0.0%N/A0.005%
5/14/2024EP Wealth Advisors LLC11,766$496K0.0%+182.1%0.012%
5/14/2024CreativeOne Wealth LLC13,316$561K0.0%N/A0.014%
5/13/2024Cedar Wealth Management LLC235,731$9.93M3.3%+14.7%0.242%
5/11/2024 Capital Wealth Alliance LLC41,432$1.75M1.0%-33.2%0.042%
5/10/2024 Osaic Holdings Inc.703,629$29.64M0.1%-2.2%0.722%
5/10/2024 TIAA Trust National Association6,000$253K0.0%N/A0.006%
5/10/2024 Viawealth LLC10,614$447K0.3%-17.1%0.011%
5/9/2024 Leo Wealth LLC122,898$5.18M0.5%+25.0%0.126%
5/9/2024 Kingsview Wealth Management LLC24,169$1.02M0.0%-54.4%0.025%
5/8/2024 Great Diamond Partners LLC16,512$696K0.2%N/A0.017%
5/8/2024 Avantax Advisory Services Inc.13,351$562K0.0%+45.4%0.014%
5/8/2024 US Bancorp DE18,332$772K0.0%+4.9%0.019%
5/8/2024 Thoroughbred Financial Services LLC131,679$5.55M0.5%-52.2%0.135%
5/7/2024 Concurrent Investment Advisors LLC54,085$2.28M0.1%+14.5%0.055%
5/7/2024 Benedetti & Gucer Inc.8,827$372K0.2%-3.8%0.009%
5/7/2024 Nvwm LLC23,312$982K0.3%-5.9%0.024%
5/7/2024 PFG Advisors11,654$491K0.0%N/A0.012%
5/7/2024 Oppenheimer & Co. Inc.47,033$1.98M0.0%+121.9%0.048%
5/7/2024 Hilltop National Bank22,870$964K0.3%N/A0.023%
5/6/2024 Envestnet Portfolio Solutions Inc.5,341$225K0.0%N/A0.005%
5/6/2024 VitalStone Financial LLC1,789$75K0.1%+21.7%0.002%
5/6/2024 Advisory Alpha LLC5,116$216K0.0%N/A0.005%
5/4/2024 Geneos Wealth Management Inc.5,052$213K0.0%+36.2%0.005%
5/3/2024 Embree Financial Group8,969$378K0.1%-7.1%0.009%
5/3/2024 RIA Advisory Group LLC78,908$3.32M1.3%+944.4%0.081%
5/2/2024 Mutual Advisors LLC39,586$1.67M0.1%-2.7%0.041%
5/2/2024 Diversified LLC34,089$1.44M0.2%-0.8%0.035%
5/2/2024 Lincoln National Corp66,072$2.78M0.0%-1.6%0.068%
5/2/2024 Almanack Investment Partners LLC.11,236$473K0.1%+3.1%0.012%
5/1/2024 Janney Montgomery Scott LLC100,802$4.25M0.0%-23.4%0.103%
5/1/2024 Mirae Asset Global Investments Co. Ltd.390,000$16.43M0.0%-6.9%0.400%
5/1/2024 Concourse Financial Group Securities Inc.52,415$2.21M0.1%N/A0.054%
5/1/2024 Retirement Group LLC585,264$24.66M8.8%+0.3%0.600%
5/1/2024 Sequoia Financial Advisors LLC25,000$1.05M0.0%N/A0.026%
4/30/2024 Private Advisor Group LLC254,429$10.72M0.1%+17.3%0.261%
4/30/2024 Consolidated Portfolio Review Corp153,832$6.48M1.7%+1.3%0.158%
4/30/2024 J.W. Cole Advisors Inc.30,299$1.28M0.1%N/A0.031%
4/30/2024 Fortis Group Advisors LLC231,198$9.74M1.8%N/A0.237%
4/30/2024 WealthBridge Capital Management LLC4,855$205K0.1%N/A0.005%
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One of his AI company’s earliest investors was the CIA’s venture capital arm called In-Q-Tel … named after Q, the fictional character who makes gadgets for James Bond. Soon, an alphabet soup of 30 government agencies would entrust the company with their most sensitive information.

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4/30/2024 Hutchens & Kramer Investment Management Group LLC72,289$3.05M1.8%-2.2%0.073%
4/30/2024 Hazlett Burt & Watson Inc.1,926$81K0.0%+412.2%0.002%
4/29/2024Commonwealth Equity Services LLC250,217$10.54M0.0%+43.0%0.254%
4/29/2024 Aspire Wealth Management Corp42,693$1.80M1.1%+1.1%0.043%
4/29/2024 Crescent Grove Advisors LLC123,969$5.22M0.5%-4.8%0.126%
4/26/2024 BLB&B Advisors LLC5,377$227K0.0%N/A0.005%
4/26/2024 YHB Investment Advisors Inc.1,400$59K0.0%N/A0.001%
4/26/2024 Carr Financial Group Corp20,372$858K0.3%+70.9%0.021%
4/26/2024 MONECO Advisors LLC10,889$459K0.1%-89.9%0.011%
4/26/2024 KG&L Capital Management LLC12,083$509K0.2%+25.0%0.012%
4/26/2024 Davies Financial Advisors Inc.19,253$811K0.8%N/A0.020%
4/25/2024 Cambridge Investment Research Advisors Inc.280,179$11.80M0.0%+25.5%0.285%
4/24/2024 PSI Advisors LLC23,089$973K0.4%+17.2%0.023%
4/24/2024 Win Advisors Inc.99,643$4.20M1.8%N/A0.101%
4/24/2024 Newbridge Financial Services Group Inc.25,979$1.09M0.5%-7.8%0.026%
4/24/2024 Demars Financial Group LLC398,028$16.77M8.3%+3.4%0.404%
4/24/2024 Smith Anglin Financial LLC32,411$1.37M0.1%-12.6%0.033%
4/23/2024 Platte River Wealth Advisors LLC12,356$521K0.1%N/A0.013%
4/23/2024 Precedent Wealth Partners LLC119,404$5.03M2.2%+56.6%0.121%
4/23/2024 Global Retirement Partners LLC245,501$10.34M0.4%+7.3%0.249%
4/23/2024 Nations Financial Group Inc. IA ADV24,905$1.05M0.1%+27.7%0.025%
4/23/2024 McAdam LLC68,912$2.90M0.2%+0.6%0.070%
4/23/2024 Principle Wealth Partners LLC703,569$29.64M2.3%+59.3%0.715%
4/23/2024 Raymond James Financial Services Advisors Inc.1,082,080$45.59M0.1%+25.9%1.099%
4/23/2024 Sapient Capital LLC79,423$3.35M0.1%-2.3%0.081%
4/22/2024 PFG Investments LLC157,060$6.62M0.4%N/A0.160%
4/22/2024 Raymond James & Associates447,521$18.85M0.0%+20.9%0.454%
4/18/2024 Quattro Financial Advisors LLC478,028$20.14M5.7%N/A0.485%
4/18/2024 Synergy Asset Management LLC15,705$662K0.1%-12.6%0.016%
4/18/2024 Iams Wealth Management LLC25,728$1.06M0.6%N/A0.026%
4/18/2024 SteelPeak Wealth LLC12,142$512K0.0%-9.6%0.012%
4/18/2024 Financial Partners Group LLC37,962$1.60M0.6%+7.5%0.039%
4/18/2024 Seneca House Advisors17,028$717K0.3%-2.9%0.017%
4/17/2024 Trilogy Capital Inc.17,674$745K0.0%-6.9%0.018%
4/17/2024 Cornerstone Wealth Group LLC8,130$343K0.0%N/A0.008%
4/17/2024 Grimes & Company Inc.4,944$208K0.0%N/A0.005%
4/15/2024 Wealthcare Advisory Partners LLC7,495$316K0.0%N/A0.008%
4/15/2024 DGS Capital Management LLC9,519$401K0.1%N/A0.010%
4/15/2024 Brookstone Capital Management88,103$3.71M0.1%+11.4%0.089%
4/15/2024 Mcdonald Partners LLC4,888$206K0.1%N/A0.005%
4/15/2024 Columbia Advisory Partners LLC207,982$8.76M8.9%+0.7%0.211%
4/12/2024 Keystone Wealth Services LLC40,186$1.69M0.6%-32.8%0.059%
4/12/2024 Global Assets Advisory LLC11,383$480K0.0%N/A0.017%
4/12/2024 Game Plan Financial Advisors LLC3,865$163K0.1%N/A0.006%
4/11/2024 &PARTNERS55,150$2.32M0.3%N/A0.080%
4/11/2024 SignalPoint Asset Management LLC94,554$3.99M1.1%-0.9%0.138%
4/10/2024 Bank of New Hampshire7,570$319K0.1%N/A0.011%
4/10/2024 Walker Asset Management LLC35,029$1.48M1.0%+4.8%0.051%
4/5/2024 NBC Securities Inc.5,353$225K0.0%-18.9%0.008%
3/28/2024 Newbridge Financial Services Group Inc.28,171$1.06M0.5%-4.9%0.041%
Trump’s Former Wingman Bets Big on AI (Ad)

One of his AI company’s earliest investors was the CIA’s venture capital arm called In-Q-Tel … named after Q, the fictional character who makes gadgets for James Bond. Soon, an alphabet soup of 30 government agencies would entrust the company with their most sensitive information.

Get the full story here.
3/22/2024 PNC Financial Services Group Inc.8,480$320K0.0%-31.3%0.012%
3/14/2024 Leo Wealth LLC98,306$3.75M0.4%N/A0.143%
3/13/2024 MONECO Advisors LLC107,474$4.05M0.8%+3.4%0.156%
3/5/2024 Fisher Asset Management LLC5,881,124$221.84M0.1%-3.1%8.563%
3/1/2024Goldman Sachs Group Inc.934,951$35.27M0.0%+5,426.0%1.361%
2/26/2024Centaurus Financial Inc.203,935$7.69M0.6%+2.6%0.297%
2/22/2024Napa Wealth Management30,493$1.15M0.6%N/A0.044%
2/21/2024Novak & Powell Financial Services Inc.5,306$200K0.1%N/A0.008%
2/20/2024 Voisard Asset Management Group Inc.750$28K0.0%N/A0.001%
2/14/2024 Asset Allocation Strategies LLC192,944$7.28M2.8%+16.6%0.281%
(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, 293 institutional investors and hedge funds held shares of Invesco S&P 500 Top 50 ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($209.87B), Fisher Asset Management LLC ($221.84M), LPL Financial LLC ($156.15M), Wells Fargo & Company MN ($71.13M), UBS Group AG ($66.65M), Ameriprise Financial Inc. ($65.13M), and Bank of America Corp DE ($64.74M).Learn more on XLG's institutional investors.

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

Of the 272 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 ($4.34M), Ameriprise Financial Inc. ($1.84M), UBS Group AG ($1.66M), Wilbanks Smith & Thomas Asset Management LLC ($1.45M), Raymond James Financial Services Advisors Inc. ($1.05M), One Capital Management LLC ($975.52K), 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 28,954,432 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 137 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 ($690.13K), Wolf Group Capital Advisors ($314.24K), Thoroughbred Financial Services LLC ($143.84K), UBS Group AG ($107.17K), MONECO Advisors LLC ($96.62K), and Merit Financial Group LLC ($90.59K).

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

Institutional investors have sold a total of 4,532,020 shares in the last 24 months. This volume of shares sold represents approximately $158.54M in transactions.


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This page (NYSEARCA:XLG) was last updated on 5/15/2024 by MarketBeat.com Staff

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