XLG

Invesco S&p 500 Top 50 Etf

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of Invesco S&p 500 Top 50 Etf (XLG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p 500 Top 50 Etf (XLG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p 500 Top 50 Etf (XLG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p 500 Top 50 Etf (XLG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.3%
0.08%
$36.708M
772,311 shares@ 47.54 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -7.47%
0.07%
$4.238M
84,818 shares@ 49.97 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Decreased -77.06%
1.99%
$2.131M
42,645 shares@ 49.97 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -3.72%
0.06%
$1.548M
31,076 shares@ 49.81 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -18.26%
0.04%
$1.286M
25,801 shares@ 49.85 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Decreased -1.81%
0.34%
$1.122M
22,455 shares@ 49.97 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Decreased -23.31%
1.38%
$1.045M
20,917 shares@ 49.96 avg price
Dan Mohr@Retireful, Llc
Recent Activity
Decreased -67.06%
0.46%
$812,799
16,269 shares@ 49.96 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -11.98%
0.13%
$447,242
8,952 shares@ 49.97 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -6.13%
0.05%
$352,368
7,053 shares@ 49.97 avg price