Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2024 (June 30)384holders +46
69new positions
25sold out
5famous investors
$45.71avg. 13F price*
At the end of Q2 2024, 384 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 46 from Q1 2024. 69 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($331.1M), Fisher Asset Management ($246.8M) and Morgan Stanley ($242.5M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $210.4M |
| Exits | 25 | $72.6M |
All 13F filers, Q1 2024 → Q2 2024: 12,479,847 shares bought and 3,903,922 shares sold, net +8,575,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| LPL Financial LLC | 0.17% | Add +6.6% | 7,237,697 | $331.1M |
| Fisher Asset Management | 0.11% | Reduce -5.0% | 5,394,473 | $246.8M |
| Morgan Stanley | 0.02% | Add +29.5% | 5,300,564 | $242.5M |
| Bank of America Corp. | 0.02% | Add +8.8% | 3,890,606 | $178.0M |
| Ameriprise Financial Inc. | 0.04% | Add +1.4% | 2,875,375 | $131.6M |
| Wells Fargo & Company | 0.03% | Add +7.7% | 2,646,994 | $121.1M |
| UBS Group AG | 0.03% | Add +19.9% | 2,400,548 | $109.8M |
| Johnson Financial Group, Inc. | 3.37% | Add +47.2% | 1,521,288 | $69.6M |
| Clearstead Advisors, LLC | 1.15% | New | 1,474,628 | $67.5M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 1,315,486 | $60.2M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +20.6% | 1,305,381 | $59.7M |
| Stifel Financial Corp. | 0.05% | Reduce -5.3% | 1,010,477 | $46.2M |
| One Capital Management, LLC | 1.53% | Reduce -0.2% | 982,429 | $44.9M |
| GPS Wealth Strategies Group, LLC | 6.38% | Add +7.0% | 927,894 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.9% | 875,278 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Add +18.6% | 834,230 | $38.2M |
| Principle Wealth Partners LLC | 2.86% | Add +16.8% | 821,528 | $37.6M |
| Redhawk Wealth Advisors, Inc. | 5.08% | New | 726,611 | $33.2M |
| HighTower Advisors, LLC | 0.05% | Add +6.1% | 724,442 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 699,151 | $32.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +868.3% | 664,259 | $30.4M |
| Private Advisor Group, LLC | 0.19% | Add +142.3% | 616,477 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +4253.3% | 601,146 | $27.5M |
| Bricktown Capital, LLC | 5.53% | New | 593,922 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +95.2% | 546,898 | $25.0M |
| Apexium Financial, LP | 1.78% | Add +3.0% | 543,735 | $24.9M |
| Baird Financial Group, Inc. | 0.05% | Add +79.9% | 494,242 | $22.6M |
| Raymond James & Associates | 0.01% | Add +7.6% | 481,348 | $22.0M |
| Quattro Financial Advisors LLC | 5.72% | Add +0.0% | 478,043 | $21.9M |
| MML Investors Services, LLC | 0.09% | Add +17.0% | 463,963 | $21.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +4.6% | 408,000 | $18.8M |
| Demars Financial Group, LLC | 9.00% | Add +3.2% | 410,600 | $18.8M |
| Core Wealth Advisors, Inc. | 5.99% | New | 382,170 | $17.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +30.7% | 358,964 | $16.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +43.1% | 358,120 | $16.4M |
| Wolf Group Capital Advisors | 5.90% | Add +818.8% | 327,482 | $15.0M |
| POM Investment Strategies, LLC | 11.64% | Add +0.3% | 318,001 | $14.5M |
| Segment Wealth Management, LLC | 1.05% | Add +20.2% | 309,825 | $14.2M |
| Cedar Wealth Management, LLC | 4.37% | Add +24.8% | 294,083 | $13.5M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +9.8% | 279,295 | $12.8M |
| JSF Financial, LLC | 3.64% | New | 259,791 | $11.9M |
| Pegasus Partners Ltd. | 1.17% | Add +1.3% | 252,855 | $11.6M |
| Global Retirement Partners, LLC | 0.36% | Add +2.7% | 252,060 | $11.5M |
| Cetera Investment Advisers | 0.03% | Add +37.9% | 251,440 | $11.5M |
| OneDigital Investment Advisors LLC | 0.13% | Add +697.5% | 235,132 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.2% | 223,209 | $10.2M |
| Centaurus Financial, Inc. | 0.67% | Add +4.1% | 219,270 | $10.0M |
| Fortis Group Advisors, LLC | 1.89% | Reduce -10.1% | 207,845 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.3% | 202,732 | $9.3M |
| Columbia Advisory Partners LLC | 8.98% | Reduce -3.3% | 201,076 | $9.2M |
| Avestar Capital, LLC | 0.99% | Reduce -6.3% | 196,524 | $9.0M |
| Financial Advocates Investment Management | 0.56% | Add +33.5% | 196,091 | $9.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.7% | 192,906 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.33% | Add +2.7% | 188,502 | $8.6M |
| Asset Allocation Strategies LLC | 2.88% | Reduce -2.9% | 186,928 | $8.6M |
| Atria Investments, Inc | 0.11% | Reduce -4.4% | 181,369 | $8.3M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -6.5% | 173,807 | $8.0M |
| Johnson Investment Counsel Inc. | 0.08% | Add +0.2% | 172,110 | $7.9M |
| D.A. Davidson & Co. | 0.07% | Add +1.0% | 164,399 | $7.5M |
| Thoroughbred Financial Services, LLC | 0.50% | Add +24.6% | 164,082 | $7.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -3.6% | 161,464 | $7.4M |
| Consolidated Portfolio Review Corp | 1.70% | Add +3.6% | 159,417 | $7.3M |
| Sigma Planning Corp | 0.23% | Add +10.1% | 155,793 | $7.1M |
| Cyr Financial Inc. | 7.10% | — | 155,275 | $7.1M |
| Aspire Capital Advisors LLC | 2.30% | Add +64.9% | 153,753 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.33% | Add +4.8% | 147,327 | $6.7M |
| Sanctuary Advisors, LLC | 0.05% | — | 158,249 | $6.5M |
| Renaissance Technologies | 0.01% | Add +81.7% | 141,200 | $6.5M |
| Gladstone Institutional Advisory LLC | 0.34% | New | 140,943 | $6.4M |
| Precedent Wealth Partners, LLC | 2.47% | Add +12.2% | 134,015 | $6.1M |
| Focus Partners Wealth | 0.02% | New | 128,276 | $5.9M |
| Leo Wealth, LLC | 0.58% | Add +1.5% | 124,741 | $5.7M |
| Crescent Grove Advisors, LLC | 0.62% | No change | 123,969 | $5.7M |
| Equitable Holdings, Inc. | 0.06% | Add +4.0% | 120,284 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -39.7% | 109,300 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 108,990 | $5.0M |
| World Investment Advisors | 0.31% | Add +10.7% | 107,184 | $4.9M |
| Sage Mountain Advisors LLC | 0.45% | No change | 105,830 | $4.8M |
| TAP Consulting, LLC | 1.00% | Add +53.8% | 104,091 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +3.8% | 100,248 | $4.6M |
| SignalPoint Asset Management, LLC | 1.11% | Reduce -4.2% | 90,564 | $4.1M |
| KPP Advisory Services LLC | 1.06% | New | 87,019 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +8.7% | 84,559 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -7.5% | 83,928 | $3.8M |
| Capstone Wealth Management Group, LLC | 2.43% | Add +27.6% | 81,094 | $3.7M |
| Brookstone Capital Management | 0.06% | Reduce -10.6% | 78,767 | $3.7M |
| Sapient Capital LLC | 0.08% | Add +0.0% | 79,437 | $3.6M |
| Trek Financial, LLC | 0.28% | Reduce -44.6% | 76,987 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -21.4% | 75,179 | $3.4M |
| &partners | 0.15% | Add +34.4% | 74,145 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.82% | Reduce -1.0% | 71,547 | $3.3M |
| GTS Securities LLC | 0.07% | New | 71,529 | $3.3M |
| Principal Securities, Inc. | 0.09% | Add +6.6% | 70,995 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +46.1% | 68,734 | $3.1M |
| McAdam, LLC | 0.18% | Reduce -3.1% | 66,777 | $3.1M |
| Jackson Wealth Management, LLC | 0.65% | Reduce -50.4% | 66,620 | $3.0M |
| Retireful, LLC | 1.40% | New | 65,288 | $3.0M |
| KCM Investment Advisors LLC | 0.11% | Add +0.3% | 64,356 | $2.9M |
| Client First Capital LLC | 1.76% | New | 63,974 | $2.9M |
| Synergy Asset Management, LLC | 0.45% | Add +301.1% | 62,999 | $2.9M |
"% 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.