Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q1 2024 (March 31)338holders
3famous investors
$42.36avg. 13F price*
At the end of Q1 2024, 338 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings. The largest holders were LPL Financial LLC ($286.0M), Fisher Asset Management ($239.1M) and Morgan Stanley ($172.4M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $152.4M |
| Exits | 17 | $16.7M |
Ownership 338 holders
| LPL Financial LLC | 0.15% | Add +22.2% | 6,788,772 | $286.0M |
| Fisher Asset Management | 0.11% | Reduce -3.5% | 5,676,289 | $239.1M |
| Morgan Stanley | 0.01% | Add +2.6% | 4,093,179 | $172.4M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 3,574,679 | $150.6M |
| Ameriprise Financial Inc. | 0.03% | Add +3.8% | 2,836,342 | $122.1M |
| Wells Fargo & Company | 0.03% | Add +30.4% | 2,458,583 | $103.6M |
| UBS Group AG | 0.03% | Add +13.3% | 2,002,012 | $84.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.78% | Reduce -1.3% | 1,510,848 | $63.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +37.7% | 1,287,506 | $54.2M |
| Royal Bank of Canada | 0.01% | Add +70.1% | 1,274,922 | $53.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +25.9% | 1,082,080 | $45.6M |
| Stifel Financial Corp. | 0.05% | Add +26.2% | 1,066,833 | $44.9M |
| Johnson Financial Group, Inc. | 2.34% | New | 1,033,253 | $43.5M |
| One Capital Management, LLC | 1.50% | Reduce -2.5% | 984,089 | $41.5M |
| GPS Wealth Strategies Group, LLC | 5.92% | Add +9.8% | 867,229 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.4% | 724,253 | $30.5M |
| Principle Wealth Partners LLC | 2.32% | Add +59.3% | 703,569 | $29.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.2% | 703,629 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 688,431 | $29.0M |
| HighTower Advisors, LLC | 0.05% | Add +34.3% | 682,547 | $28.7M |
| Retirement Group, LLC | 8.83% | Add +0.3% | 585,264 | $24.7M |
| Apexium Financial, LP | 1.69% | Add +2.0% | 528,145 | $22.3M |
| Quattro Financial Advisors LLC | 5.73% | New | 478,028 | $20.1M |
| Bank Hapoalim BM | 2.66% | No change | 468,000 | $19.7M |
| Raymond James & Associates | 0.01% | Add +20.9% | 447,521 | $18.9M |
| Demars Financial Group, LLC | 8.26% | Add +3.4% | 398,028 | $16.8M |
| MML Investors Services, LLC | 0.07% | Add +19.9% | 396,576 | $16.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -6.9% | 390,000 | $16.4M |
| Concentric Capital Strategies, LP | 1.05% | New | 386,475 | $16.3M |
| POM Investment Strategies, LLC | 10.93% | Add +5.3% | 316,923 | $13.4M |
| Wolf Group Capital Advisors | 5.92% | No change | 35,642 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +25.5% | 280,179 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Add +2582.8% | 274,771 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +61.3% | 274,721 | $11.6M |
| Segment Wealth Management, LLC | 0.83% | Reduce -0.8% | 257,740 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +66.8% | 254,445 | $10.7M |
| Private Advisor Group, LLC | 0.08% | Add +17.3% | 254,429 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +43.0% | 250,217 | $10.5M |
| Pegasus Partners Ltd. | 1.11% | No change | 249,690 | $10.5M |
| Global Retirement Partners, LLC | 0.39% | Add +6.9% | 245,501 | $10.3M |
| Cedar Wealth Management, LLC | 3.27% | Add +14.7% | 235,731 | $9.9M |
| Fortis Group Advisors, LLC | 1.79% | New | 231,198 | $9.7M |
| Centaurus Financial, Inc. | 0.62% | Add +3.3% | 210,630 | $8.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +39.0% | 210,271 | $8.9M |
| Avestar Capital, LLC | 1.01% | Reduce -47.0% | 209,650 | $8.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.2% | 208,954 | $8.8M |
| Columbia Advisory Partners LLC | 8.88% | Add +0.7% | 207,982 | $8.8M |
| Waverly Advisors, LLC | 0.20% | New | 201,236 | $8.5M |
| Asset Allocation Strategies LLC | 2.86% | Reduce -0.2% | 192,483 | $8.1M |
| Atria Investments, Inc | 0.11% | Add +60.4% | 189,712 | $8.0M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -24.9% | 185,998 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 183,543 | $7.7M |
| Cetera Investment Advisers | 0.02% | Add +526.9% | 182,333 | $7.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -2.4% | 181,200 | $7.6M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -4.5% | 171,734 | $7.2M |
| Farther Finance Advisors, LLC | 0.43% | Reduce -10.6% | 167,416 | $7.1M |
| D.A. Davidson & Co. | 0.06% | Add +1.1% | 162,808 | $6.9M |
| Pinnacle Family Advisors, LLC | 3.60% | Add +5.1% | 160,172 | $6.7M |
| PFG Investments, LLC | 0.40% | New | 157,060 | $6.6M |
| Consolidated Portfolio Review Corp | 1.70% | Add +1.3% | 153,832 | $6.5M |
| Citadel Advisors | 0.01% | Add +1266.4% | 148,718 | $6.3M |
| Financial Advocates Investment Management | 0.36% | Add +48.6% | 146,906 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +57.4% | 141,506 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.35% | Add +9.5% | 140,513 | $5.9M |
| Trek Financial, LLC | 0.46% | New | 139,040 | $5.9M |
| Jackson Wealth Management, LLC | 0.71% | Reduce -3.7% | 134,263 | $5.7M |
| Thoroughbred Financial Services, LLC | 0.53% | Reduce -52.2% | 131,679 | $5.5M |
| Crescent Grove Advisors, LLC | 0.54% | Reduce -4.8% | 123,969 | $5.2M |
| Leo Wealth, LLC | 0.53% | Add +25.0% | 122,898 | $5.2M |
| Precedent Wealth Partners, LLC | 2.16% | Add +56.5% | 119,404 | $5.0M |
| Connectus Wealth, LLC | 0.14% | Add +9.6% | 118,404 | $5.0M |
| Equitable Holdings, Inc. | 0.05% | Add +15.4% | 115,706 | $4.9M |
| Mariner, LLC | 0.01% | Add +1.0% | 110,051 | $4.6M |
| Sage Mountain Advisors LLC | 0.46% | No change | 105,830 | $4.5M |
| GeoWealth Management, LLC | 0.17% | New | 101,687 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -23.4% | 100,802 | $4.2M |
| Win Advisors, Inc. | 1.85% | New | 99,643 | $4.2M |
| World Investment Advisors | 0.58% | Add +584.5% | 96,855 | $4.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -18.5% | 96,548 | $4.1M |
| Marshall Wace, LLP | 0.01% | New | 95,607 | $4.0M |
| SignalPoint Asset Management, LLC | 1.10% | Reduce -0.9% | 94,554 | $4.0M |
| Aspire Capital Advisors LLC | 1.32% | Reduce -21.4% | 93,215 | $3.9M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -7.0% | 90,720 | $3.8M |
| Brookstone Capital Management | 0.07% | Add +11.4% | 88,103 | $3.7M |
| Sapient Capital LLC | 0.07% | Reduce -2.3% | 79,423 | $3.3M |
| RIA Advisory Group LLC | 1.34% | Add +944.5% | 78,908 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +1.1% | 77,782 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -18.4% | 77,700 | $3.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.80% | Reduce -2.2% | 72,289 | $3.0M |
| McAdam, LLC | 0.19% | Add +0.6% | 68,912 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +11.6% | 68,598 | $2.9M |
| TAP Consulting, LLC | 0.63% | New | 67,670 | $2.9M |
| Aptus Capital Advisors, LLC | 0.06% | New | 67,288 | $2.8M |
| Principal Securities, Inc. | 0.09% | Add +18.2% | 66,582 | $2.8M |
| Lincoln National Corp. | 0.04% | Reduce -1.6% | 66,072 | $2.8M |
| KCM Investment Advisors LLC | 0.10% | No change | 64,176 | $2.7M |
| Capstone Wealth Management Group, LLC | 1.92% | New | 63,543 | $2.7M |
| Cresta Advisors, Ltd. | 1.53% | Add +8.2% | 57,396 | $2.4M |
| Laraway Financial Advisors Inc | 2.09% | Add +4.9% | 56,135 | $2.4M |
| Institute for Wealth Management, LLC. | 0.31% | Add +1.1% | 56,048 | $2.4M |
"% of holder's portfolio" is XLG's weight in each manager's 13F, not the share of Invesco S&P 500 Top 50 ETF the manager owns.