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

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(As of 05/16/2024 ET)
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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)
$999.99M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$129.05M
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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
5/16/2024 Waverly Advisors LLC201,236$8.48M0.2%N/A0.206%
5/14/2024 Axxcess Wealth Management LLC5,315$224K0.0%N/A0.005%
5/14/2024 EP Wealth Advisors LLC11,766$496K0.0%+182.1%0.012%
5/14/2024 CreativeOne 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%
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4/30/2024 WealthBridge Capital Management LLC4,855$205K0.1%N/A0.005%
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%
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3/28/2024 Newbridge Financial Services Group Inc.28,171$1.06M0.5%-4.9%0.041%
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%
3/1/2024 Goldman Sachs Group Inc.934,951$35.27M0.0%+5,426.0%1.361%
2/26/2024 Centaurus Financial Inc.203,935$7.69M0.6%+2.6%0.297%
2/22/2024Napa Wealth Management30,493$1.15M0.6%N/A0.044%
2/21/2024 Novak & 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%
(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, 294 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 273 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 29,155,668 shares in the last 24 months. This purchase volume represents approximately $1.03B 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 4,519,845 shares in the last 24 months. This volume of shares sold represents approximately $158.11M in transactions.


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This page (NYSEARCA:XLG) was last updated on 5/17/2024 by MarketBeat.com Staff

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