Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q4 2024 (December 31)473holders +58
56new positions
23sold out
5famous investors
$50.11avg. 13F price*
At the end of Q4 2024, 473 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 58 from Q3 2024. 56 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($488.4M), Morgan Stanley ($348.2M) and Fisher Asset Management ($247.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $154.9M |
| Exits | 23 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 12,428,807 shares bought and 2,138,841 shares sold, net +10,289,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| LPL Financial LLC | 0.20% | Add +22.5% | 9,775,057 | $488.4M |
| Morgan Stanley | 0.02% | Add +22.6% | 6,970,411 | $348.2M |
| Fisher Asset Management | 0.10% | Reduce -4.7% | 4,961,552 | $247.9M |
| Bank of America Corp. | 0.02% | Reduce -17.4% | 4,032,173 | $201.4M |
| Wells Fargo & Company | 0.04% | Add +11.0% | 3,425,397 | $171.1M |
| Ameriprise Financial Inc. | 0.03% | Add +1.1% | 2,701,621 | $135.0M |
| UBS Group AG | 0.03% | Add +3.3% | 2,493,230 | $124.6M |
| Raymond James Financial Inc. | 0.04% | — | 2,253,626 | $112.6M |
| Johnson Financial Group, Inc. | 3.99% | Reduce -4.1% | 1,662,671 | $84.4M |
| Royal Bank of Canada | 0.01% | Reduce -8.0% | 1,249,612 | $62.4M |
| Lido Advisors, LLC | 0.38% | Add +51.4% | 1,210,845 | $60.5M |
| GPS Wealth Strategies Group, LLC | 7.54% | Add +8.2% | 1,174,985 | $58.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.8% | 1,150,999 | $57.5M |
| Osaic Holdings, Inc. | 0.13% | Add +20.4% | 1,139,420 | $56.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +144.1% | 1,102,999 | $55.1M |
| Principle Wealth Partners LLC | 3.83% | Add +11.4% | 1,092,153 | $54.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +40.5% | 1,088,412 | $54.4M |
| Invesco Ltd. | 0.01% | New | 1,074,927 | $53.7M |
| Two Sigma Investments, LP | 0.13% | Add +48.0% | 1,065,550 | $53.2M |
| Stifel Financial Corp. | 0.05% | Add +7.1% | 1,008,070 | $50.4M |
| Clearstead Advisors, LLC | 0.75% | Reduce -1.6% | 979,908 | $49.0M |
| One Capital Management, LLC | 1.60% | Reduce -1.4% | 964,964 | $48.2M |
| HighTower Advisors, LLC | 0.07% | Add +2.8% | 951,487 | $47.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.4% | 837,756 | $41.8M |
| Private Advisor Group, LLC | 0.23% | Add +17.5% | 822,080 | $41.1M |
| Independent Advisor Alliance | 0.51% | New | 777,780 | $38.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 776,515 | $38.8M |
| MML Investors Services, LLC | 0.12% | Add +14.8% | 690,387 | $34.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +20.4% | 569,174 | $28.4M |
| Demars Financial Group, LLC | 12.43% | Add +20.7% | 568,517 | $28.4M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 563,479 | $28.2M |
| Apexium Financial, LP | 1.65% | Reduce -0.2% | 543,733 | $27.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +11.0% | 527,857 | $26.4M |
| Quattro Financial Advisors LLC | 6.35% | Add +1.7% | 478,640 | $24.6M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +66.5% | 476,332 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +12.9% | 461,529 | $23.1M |
| Integrated Wealth Concepts LLC | 0.26% | Add +149.9% | 456,028 | $22.8M |
| Cedar Wealth Management, LLC | 7.59% | Add +15.1% | 420,427 | $21.0M |
| Redhawk Wealth Advisors, Inc. | 2.73% | Add +3.4% | 404,829 | $20.2M |
| Core Wealth Advisors, Inc. | 6.37% | Add +0.8% | 386,588 | $19.3M |
| Cetera Investment Advisers | 0.04% | Add +25.9% | 362,609 | $18.1M |
| Segment Wealth Management, LLC | 1.02% | Add +1.4% | 300,905 | $15.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -12.9% | 289,000 | $14.5M |
| Global Retirement Partners, LLC | 0.42% | Add +13.9% | 290,268 | $14.5M |
| Bricktown Capital, LLC | 2.96% | No change | 283,766 | $14.2M |
| JSF Financial, LLC | 3.71% | Add +1.1% | 277,942 | $13.9M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -4.3% | 270,932 | $13.5M |
| Bank Hapoalim BM | 2.25% | New | 266,000 | $13.3M |
| Wolf Group Capital Advisors | 6.03% | No change | 35,642 | $12.5M |
| POM Investment Strategies, LLC | 9.22% | Add +1.3% | 245,104 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +22.2% | 242,117 | $12.1M |
| Asset Allocation Strategies LLC | 2.82% | Reduce -1.2% | 229,661 | $11.7M |
| PMG Wealth Management, Inc. | 10.27% | — | 225,704 | $11.3M |
| Stenger Family Office, LLC | 3.83% | — | 225,683 | $11.3M |
| Centaurus Financial, Inc. | 0.68% | Reduce -0.7% | 223,347 | $11.2M |
| Financial Advocates Investment Management | 0.62% | Add +21.9% | 216,364 | $10.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +105.4% | 211,233 | $10.8M |
| IFG Advisory, LLC | 0.59% | Add +155.2% | 209,361 | $10.5M |
| Thoroughbred Financial Services, LLC | 0.62% | Add +17.6% | 203,947 | $10.2M |
| Cyr Financial Inc. | 9.19% | Add +26.7% | 201,621 | $10.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.5% | 196,651 | $9.8M |
| Avestar Capital, LLC | 0.86% | Add +0.8% | 190,527 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Add +36.9% | 181,510 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +104.0% | 179,895 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +157.0% | 179,714 | $9.0M |
| Win Advisors, Inc. | 4.28% | New | 177,087 | $8.8M |
| Aspire Capital Advisors LLC | 2.53% | Add +14.4% | 177,081 | $8.8M |
| World Investment Advisors | 0.24% | Reduce -0.0% | 173,165 | $8.7M |
| Farther Finance Advisors, LLC | 0.30% | Add +26.5% | 168,789 | $8.4M |
| Precedent Wealth Partners, LLC | 2.74% | Add +1.5% | 168,163 | $8.4M |
| Johnson Investment Counsel Inc. | 0.08% | Add +0.8% | 168,010 | $8.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +135.4% | 167,899 | $8.4M |
| KPP Advisory Services LLC | 1.98% | Add +4.3% | 167,776 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +12.1% | 166,038 | $8.3M |
| Consolidated Portfolio Review Corp | 1.28% | Add +1.1% | 162,110 | $8.1M |
| PFG Advisors | 0.50% | Add +2405.6% | 161,985 | $8.1M |
| Mariner, LLC | 0.01% | Add +94.2% | 154,047 | $7.7M |
| Seros Financial, LLC | 6.84% | — | 166,039 | $7.6M |
| GeoWealth Management, LLC | 0.25% | Add +173.9% | 151,572 | $7.6M |
| Waterloo Capital, L.P. | 0.79% | New | 150,453 | $7.5M |
| Fortis Group Advisors, LLC | 1.35% | Add +3.4% | 145,459 | $7.3M |
| Jackson Wealth Management, LLC | 0.80% | Add +0.3% | 140,525 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -3.4% | 139,332 | $7.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -16.4% | 137,318 | $6.9M |
| Mgo One Seven LLC | 0.26% | Add +5.2% | 136,634 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Add +30.8% | 128,940 | $6.4M |
| Leo Wealth, LLC | 0.56% | Add +0.8% | 125,583 | $6.3M |
| Crescent Grove Advisors, LLC | 0.60% | Reduce -1.4% | 120,740 | $6.0M |
| TAP Consulting, LLC | 1.23% | Add +15.4% | 120,442 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +76.0% | 116,556 | $5.8M |
| Renaissance Technologies | 0.01% | New | 112,400 | $5.6M |
| Capstone Wealth Management Group, LLC | 2.99% | Add +17.3% | 111,657 | $5.6M |
| Pinnacle Family Advisors, LLC | 2.70% | Add +1.1% | 111,655 | $5.6M |
| Sage Mountain Advisors LLC | 0.39% | No change | 106,366 | $5.3M |
| Means Investment Co., Inc. | 0.54% | New | 103,715 | $5.2M |
| Fsa Wealth Partners, Inc. | 1.19% | Add +202.8% | 101,196 | $5.1M |
| Principal Securities, Inc. | 0.11% | Add +0.4% | 99,197 | $5.0M |
| SignalPoint Asset Management, LLC | 1.18% | Add +6.2% | 96,922 | $4.8M |
| Snowden Capital Advisors LLC | 0.15% | Add +129.8% | 94,917 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +30.5% | 94,070 | $4.7M |
"% 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.