Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q3 2024 (September 30)415holders +31
53new positions
27sold out
4famous investors
$47.68avg. 13F price*
At the end of Q3 2024, 415 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 31 from Q2 2024. 53 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($379.3M), Morgan Stanley ($270.2M) and Fisher Asset Management ($247.4M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $88.1M |
| Exits | 27 | $22.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,288,570 shares bought and 3,998,836 shares sold, net +5,289,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| LPL Financial LLC | 0.17% | Add +10.3% | 7,979,467 | $379.3M |
| Morgan Stanley | 0.02% | Add +7.2% | 5,684,085 | $270.2M |
| Fisher Asset Management | 0.10% | Reduce -3.5% | 5,205,983 | $247.4M |
| Bank of America Corp. | 0.02% | Add +25.4% | 4,879,702 | $231.9M |
| Wells Fargo & Company | 0.04% | Add +16.6% | 3,085,457 | $146.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.1% | 2,672,289 | $127.1M |
| UBS Group AG | 0.03% | Add +0.6% | 2,414,164 | $114.7M |
| Johnson Financial Group, Inc. | 3.76% | Add +14.0% | 1,733,895 | $82.4M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 1,357,579 | $64.5M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +2.7% | 1,340,500 | $63.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +30.4% | 1,141,242 | $54.2M |
| GPS Wealth Strategies Group, LLC | 6.88% | Add +17.0% | 1,085,593 | $51.6M |
| Clearstead Advisors, LLC | 0.73% | Reduce -32.5% | 996,109 | $47.3M |
| Principle Wealth Partners LLC | 3.30% | Add +19.3% | 980,006 | $46.6M |
| One Capital Management, LLC | 1.48% | Reduce -0.3% | 979,138 | $46.5M |
| Osaic Holdings, Inc. | 0.10% | Add +13.4% | 946,021 | $45.0M |
| Stifel Financial Corp. | 0.05% | Reduce -6.8% | 941,430 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +27.7% | 925,321 | $44.0M |
| Raymond James & Associates | 0.02% | Add +69.7% | 816,880 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +22.0% | 810,478 | $38.5M |
| Lido Advisors, LLC | 0.29% | New | 799,813 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +28.9% | 774,712 | $36.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 723,678 | $34.4M |
| Two Sigma Investments, LP | 0.08% | Add +558.9% | 720,200 | $34.2M |
| Private Advisor Group, LLC | 0.21% | Add +13.5% | 699,786 | $33.3M |
| MML Investors Services, LLC | 0.10% | Add +29.6% | 601,157 | $28.6M |
| Baird Financial Group, Inc. | 0.05% | Add +11.9% | 553,102 | $26.3M |
| Apexium Financial, LP | 1.71% | Add +0.2% | 544,688 | $25.9M |
| Quattro Financial Advisors LLC | 6.44% | Reduce -1.6% | 470,616 | $22.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +32.5% | 475,598 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -13.5% | 472,947 | $22.5M |
| Demars Financial Group, LLC | 10.21% | Add +14.7% | 471,012 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +122.9% | 451,890 | $21.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.1% | 408,629 | $19.4M |
| Redhawk Wealth Advisors, Inc. | 2.66% | Reduce -46.1% | 391,715 | $18.6M |
| Core Wealth Advisors, Inc. | 5.85% | Add +0.4% | 383,626 | $18.2M |
| Cedar Wealth Management, LLC | 5.39% | Add +24.2% | 365,198 | $17.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -18.6% | 332,000 | $15.7M |
| Segment Wealth Management, LLC | 0.97% | Reduce -4.3% | 296,640 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +14.6% | 288,128 | $13.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +2.5% | 286,152 | $13.6M |
| Pegasus Partners Ltd. | 1.26% | Add +12.4% | 284,173 | $13.5M |
| Bricktown Capital, LLC | 2.51% | Reduce -52.2% | 283,766 | $13.5M |
| OneDigital Investment Advisors LLC | 0.15% | Add +20.4% | 283,179 | $13.5M |
| JSF Financial, LLC | 3.81% | Add +5.8% | 274,988 | $13.1M |
| Wolf Group Capital Advisors | 5.92% | Reduce -89.1% | 35,642 | $12.5M |
| Global Retirement Partners, LLC | 0.37% | Add +1.1% | 254,799 | $12.1M |
| POM Investment Strategies, LLC | 8.98% | Reduce -23.9% | 241,996 | $11.5M |
| Asset Allocation Strategies LLC | 3.14% | Add +24.3% | 232,391 | $11.0M |
| Centaurus Financial, Inc. | 0.68% | Add +2.6% | 224,971 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -11.2% | 198,202 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.6% | 191,760 | $9.0M |
| Avestar Capital, LLC | 0.98% | Reduce -3.8% | 189,097 | $9.0M |
| Columbia Advisory Partners LLC | 8.37% | Reduce -7.5% | 185,904 | $8.8M |
| Integrated Wealth Concepts LLC | 0.11% | Add +5.0% | 182,494 | $8.7M |
| Financial Advocates Investment Management | 0.48% | Reduce -9.5% | 177,494 | $8.5M |
| Thoroughbred Financial Services, LLC | 0.53% | Add +5.7% | 173,352 | $8.2M |
| World Investment Advisors | 0.26% | Add +61.6% | 173,221 | $8.2M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -3.1% | 166,747 | $7.9M |
| Precedent Wealth Partners, LLC | 2.60% | Add +23.6% | 165,706 | $7.9M |
| D.A. Davidson & Co. | 0.06% | Reduce -0.1% | 164,324 | $7.8M |
| KPP Advisory Services LLC | 1.83% | Add +84.8% | 160,779 | $7.6M |
| Consolidated Portfolio Review Corp | 1.70% | Add +0.6% | 160,318 | $7.6M |
| Cyr Financial Inc. | 7.06% | Add +2.5% | 159,178 | $7.6M |
| Aspire Capital Advisors LLC | 2.19% | Add +0.6% | 154,732 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +822.3% | 148,158 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -2.1% | 144,231 | $6.9M |
| Fortis Group Advisors, LLC | 1.24% | Reduce -32.3% | 140,663 | $6.7M |
| Jackson Wealth Management, LLC | 0.80% | Add +110.4% | 140,149 | $6.7M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -17.4% | 133,430 | $6.3M |
| Equitable Holdings, Inc. | 0.06% | Add +10.2% | 132,590 | $6.3M |
| Mgo One Seven LLC | 0.27% | Add +1464.1% | 129,855 | $6.2M |
| Sigma Planning Corp | 0.19% | Reduce -16.7% | 129,787 | $6.2M |
| Leo Wealth, LLC | 0.54% | Reduce -0.1% | 124,572 | $5.9M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -1.3% | 122,414 | $5.8M |
| Pinnacle Family Advisors, LLC | 2.72% | New | 110,413 | $5.2M |
| Sage Mountain Advisors LLC | 0.43% | Add +0.5% | 106,366 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -35.0% | 102,848 | $5.1M |
| TAP Consulting, LLC | 0.98% | Add +0.2% | 104,325 | $5.0M |
| Principal Securities, Inc. | 0.11% | Add +39.1% | 98,779 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.6% | 98,590 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 96,423 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -47.4% | 95,320 | $4.5M |
| Capstone Wealth Management Group, LLC | 2.68% | Add +17.4% | 95,205 | $4.5M |
| Brookstone Capital Management | 0.06% | Add +16.4% | 91,675 | $4.4M |
| PAX Financial Group, LLC | 0.78% | New | 91,193 | $4.3M |
| SignalPoint Asset Management, LLC | 1.01% | Add +0.8% | 91,253 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +4.0% | 87,940 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +342.4% | 88,205 | $4.2M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -1.8% | 82,451 | $3.9M |
| IFG Advisory, LLC | 0.25% | Add +286.6% | 82,029 | $3.9M |
| Client First Capital LLC | 2.14% | Add +27.6% | 81,605 | $3.9M |
| Truvestments Capital LLC | 1.02% | New | 80,226 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -27.2% | 79,320 | $3.8M |
| RIA Advisory Group LLC | 1.31% | — | 77,880 | $3.7M |
| Sapient Capital LLC | 0.07% | Reduce -5.4% | 75,140 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +16.1% | 72,108 | $3.4M |
| Institute for Wealth Management, LLC. | 0.43% | Add +28.6% | 72,005 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.2% | 71,337 | $3.4M |
| Lee Johnson Capital Management, LLC | 1.73% | New | 70,627 | $3.4M |
"% 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.