XLG Institutional Ownership
Invesco S&P 500 Top 50 ETF
1W: -0.1%
1M: +2.8%
3M: +4.6%
YTD: +8.8%
1Y: +11.3%
3Y: +93.1%
5Y: +95.4%
$64.25
+0.63 (+0.99%)
Weekly Expected Move ±1.8%
$62
$63
$64
$65
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLG
631
Institutional Holders
-57 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
72
New Positions
183
Increased
271
Reduced
48
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (737 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 9,447,300 | $607M | -543,001 | -5.4% | 33Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 7,169,840 | $461M | +6,436,432 | +877.6% | 33Q | SEC ↗ |
| 3 | MORGAN STANLEY | 6,378,648 | $410M | -127,730 | -2.0% | 33Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 3,445,571 | $221M | -60,975 | -1.7% | 33Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 3,095,951 | $199M | -130,472 | -4.0% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 2,774,385 | $178M | -81,137 | -2.8% | 7Q | SEC ↗ |
| 7 | Principle Wealth Partners LLC | 2,592,959 | $167M | +39,972 | +1.6% | 12Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 2,378,244 | $153M | -320,340 | -11.9% | 26Q | SEC ↗ |
| 9 | Johnson Financial Group, Inc. | 2,255,508 | $145M | +183,832 | +8.9% | 10Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 1,921,389 | $123M | +351,828 | +22.4% | 33Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 1,689,089 | $109M | +66,894 | +4.1% | 16Q | SEC ↗ |
| 12 | MEANS INVESTMENT CO., INC. | 1,624,685 | $104M | +60,355 | +3.9% | 7Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,370,284 | $88M | -74,823 | -5.2% | 12Q | SEC ↗ |
| 14 | UBS Group AG | 1,300,255 | $84M | -549,462 | -29.7% | 33Q | SEC ↗ |
| 15 | Lido Advisors, LLC | 1,257,704 | $81M | -69,754 | -5.3% | 8Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 1,195,204 | $77M | +296,783 | +33.0% | 33Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 1,122,247 | $72M | +115,519 | +11.5% | 33Q | SEC ↗ |
| 18 | Bogart Wealth, LLC | 1,120,730 | $72M | +21,606 | +2.0% | 22Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1,074,733 | $69M | -116,118 | -9.8% | 31Q | SEC ↗ |
| 20 | Invesco Ltd. | 931,939 | $60M | -78,161 | -7.7% | 7Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 887,762 | $57M | +146,955 | +19.8% | 26Q | SEC ↗ |
| 22 | Clearstead Advisors, LLC | 865,654 | $56M | -9,185 | -1.0% | 9Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 837,467 | $54M | +78,960 | +10.4% | 10Q | SEC ↗ |
| 24 | Demars Financial Group, LLC | 776,421 | $50M | +1,377 | +0.2% | 11Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 746,104 | $48M | +53,627 | +7.7% | 33Q | SEC ↗ |
| 26 | CITIGROUP INC | 745,845 | $48M | +148,511 | +24.9% | 33Q | SEC ↗ |
| 27 | One Capital Management, LLC | 704,917 | $45M | — | +0.0% | 17Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 664,341 | $43M | +6,360 | +1.0% | 30Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 607,616 | $39M | -47,008 | -7.2% | 15Q | SEC ↗ |
| 30 | Cedar Wealth Management, LLC | 588,062 | $38M | +6,018 | +1.0% | 25Q | SEC ↗ |
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 575,169 | $37M | +4,329 | +0.8% | 3Q | SEC ↗ |
| 32 | Stratos Wealth Partners, LTD. | 449,071 | $29M | +39,427 | +9.6% | 13Q | SEC ↗ |
| 33 | Global Retirement Partners, LLC NEW | 412,914 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Core Wealth Advisors, Inc. | 402,306 | $26M | +12,344 | +3.2% | 9Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 374,672 | $24M | -340,747 | -47.6% | 12Q | SEC ↗ |
| 36 | EP Wealth Advisors, LLC | 343,570 | $22M | -15,888 | -4.4% | 3Q | SEC ↗ |
| 37 | BROWN ADVISORY INC | 342,322 | $22M | -107,781 | -23.9% | 10Q | SEC ↗ |
| 38 | QUATTRO FINANCIAL ADVISORS LLC | 337,860 | $22M | +107 | +0.0% | 10Q | SEC ↗ |
| 39 | Tulsa Wealth Advisors, INC | 326,731 | $21M | -134,253 | -29.1% | 2Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 318,702 | $20M | -39,158 | -10.9% | 27Q | SEC ↗ |
| 41 | Segment Wealth Management, LLC | 305,742 | $20M | +12,750 | +4.4% | 16Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 291,213 | $19M | -25,911 | -8.2% | 33Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 289,297 | $19M | -76,319 | -20.9% | 33Q | SEC ↗ |
| 44 | Mirae Asset Global Investments Co., Lt | 280,000 | $18M | -169,000 | -37.6% | 13Q | SEC ↗ |
| 45 | Gladstone Institutional Advisory LLC | 276,809 | $18M | -11,710 | -4.1% | 9Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 276,509 | $18M | -27,339 | -9.0% | 33Q | SEC ↗ |
| 47 | FIDUCIARY FINANCIAL ADVISORS | 275,854 | $18M | +270,927 | +5498.8% | 2Q | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 272,205 | $17M | +271,369 | +32460.4% | 12Q | SEC ↗ |
| 49 | Holt Capital Advisors, L.L.C. dba Holt | 268,713 | $17M | +15,590 | +6.2% | 33Q | SEC ↗ |
| 50 | Cyr Financial Inc. | 266,804 | $17M | +16,785 | +6.7% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 412,914 | $27M |
| D. E. Shaw & Co., Inc. | 155,798 | $10M |
| Ameritas Advisory Services, LLC | 147,911 | $10M |
| Savvy Advisors, Inc. | 98,864 | $6M |
| BASSO CAPITAL MANAGEMENT, L.P. | 86,797 | $6M |
| IFG Advisory, LLC | 73,133 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 53,300 | $3M |
| Capstone Wealth Management Group, I | 43,013 | $3M |
| Royal Fund Management, LLC | 39,705 | $3M |
| Curtis Advisory Group, LLC | 35,698 | $2M |
| Carolina Wealth Management Inc | 27,367 | $2M |
| Elevation Capital Advisory, LLC | 21,085 | $1M |
| Blue Capital, Inc. | 20,487 | $1M |
| HRT FINANCIAL LP | 18,117 | $1M |
| J. M. Brown & Associates Inc. | 13,481 | $866K |
| NATIXIS ADVISORS, LLC | 12,276 | $789K |
| StoneX Group Inc. | 10,243 | $658K |
| Nuveen, LLC | 6,806 | $437K |
| Y-Intercept (Hong Kong) Ltd | 5,861 | $377K |
| Bedel Financial Consulting, Inc. | 5,564 | $357K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 2,479,520 | $159M |
| C2P Capital Advisory Group, LLC d.b | 668,465 | $43M |
| Horst & Graben Wealth Management LL | 421,968 | $27M |
| BANK HAPOALIM BM | 262,000 | $17M |
| Security Financial Services, INC. | 247,258 | $16M |
| Curry Webb Wealth Management LLC | 183,002 | $12M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 161,674 | $10M |
| Hobbs Wealth Management, LLC | 157,257 | $10M |
| M1 Capital Management LLC | 145,576 | $9M |
| Client First Capital LLC | 114,595 | $7M |
| Almanack Investment Partners, LLC. | 103,851 | $7M |
| PAX Financial Group, LLC | 93,415 | $6M |
| Hopwood Nicholas Hunter | 79,093 | $5M |
| THEORY FINANCIAL LLC | 73,847 | $5M |
| WealthPoint Financial, LLC | 69,239 | $4M |
| Redwood Investment Management, LLC | 66,486 | $4M |
| BUSH INVESTMENT GROUP, LLC | 64,332 | $4M |
| Arete Wealth Advisors, LLC | 59,945 | $4M |
| Chatterton & Associates Inc. | 58,972 | $4M |
| Penserra Capital Management LLC | 55,557 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +6,436,432 | +877.6% | 7,169,840 |
| ROYAL BANK OF CANADA | +351,828 | +22.4% | 1,921,389 |
| HighTower Advisors, LLC | +296,783 | +33.0% | 1,195,204 |
| Qube Research & Technologies Ltd | +271,369 | +32460.4% | 272,205 |
| FIDUCIARY FINANCIAL ADVISORS | +270,927 | +5498.8% | 275,854 |
| Johnson Financial Group, Inc. | +183,832 | +8.9% | 2,255,508 |
| CITIGROUP INC | +148,511 | +24.9% | 745,845 |
| MML INVESTORS SERVICES, LLC | +146,955 | +19.8% | 887,762 |
| MGO ONE SEVEN LLC | +127,204 | +408.9% | 158,316 |
| STIFEL FINANCIAL CORP | +115,519 | +11.5% | 1,122,247 |
| FLAGSHIP WEALTH ADVISORS, LLC | +86,521 | +176.3% | 135,600 |
| JONES FINANCIAL COMPANIES LLLP | +78,960 | +10.4% | 837,467 |
| GTS SECURITIES LLC | +75,203 | +999.5% | 82,727 |
| AMERIPRISE FINANCIAL INC | +66,894 | +4.1% | 1,689,089 |
| MEANS INVESTMENT CO., INC. | +60,355 | +3.9% | 1,624,685 |
| AE Wealth Management LLC | +59,846 | +257.3% | 83,108 |
| Cetera Investment Advisers | +53,627 | +7.7% | 746,104 |
| Principle Wealth Partners LLC | +39,972 | +1.6% | 2,592,959 |
| Stratos Wealth Partners, LTD. | +39,427 | +9.6% | 449,071 |
| Federation des caisses Desjardins d | +35,995 | +48.6% | 110,063 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -549,462 | -29.7% | 1,300,255 |
| LPL Financial LLC | -543,001 | -5.4% | 9,447,300 |
| GOLDMAN SACHS GROUP INC | -340,747 | -47.6% | 374,672 |
| OSAIC HOLDINGS, INC. | -320,340 | -11.9% | 2,378,244 |
| Kestra Advisory Services, LLC | -294,717 | -60.6% | 191,225 |
| ASHTON THOMAS SECURITIES, LLC | -233,547 | -65.5% | 123,103 |
| TWO SIGMA INVESTMENTS, LP | -208,300 | -97.6% | 5,150 |
| Mirae Asset Global Investments Co., | -169,000 | -37.6% | 280,000 |
| Jackson Wealth Management, LLC | -140,731 | -96.2% | 5,503 |
| Tulsa Wealth Advisors, INC | -134,253 | -29.1% | 326,731 |
| JANE STREET GROUP, LLC | -133,708 | -89.5% | 15,731 |
| Lifelong Wealth Advisors, Inc. | -132,292 | -95.3% | 6,511 |
| Jump Financial, LLC | -130,716 | -85.2% | 22,697 |
| BANK OF AMERICA CORP /DE | -130,472 | -4.0% | 3,095,951 |
| TSFG, LLC | -129,114 | -94.8% | 7,062 |
| MORGAN STANLEY | -127,730 | -2.0% | 6,378,648 |
| ENVESTNET ASSET MANAGEMENT INC | -116,118 | -9.8% | 1,074,733 |
| Sanctuary Advisors, LLC | -113,034 | -50.2% | 112,349 |
| BROWN ADVISORY INC | -107,781 | -23.9% | 342,322 |
| PFG Advisors | -91,927 | -84.0% | 17,563 |