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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 50.2%
0.03%
$788,686
15,786 shares@ 49.97 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
0.23%
$549,884
11,172 shares@ 49.22 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
0.29%
$545,563
10,920 shares@ 49.96 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 6.91%
0.22%
$491,909
9,846 shares@ 49.97 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 4.89%
0.03%
$446,342
9,017 shares@ 49.51 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -11.98%
0.13%
$447,242
8,952 shares@ 49.97 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.02%
$433,903
8,685 shares@ 49.97 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 0.19%
0.16%
$408,186
8,170 shares@ 49.97 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Increased 0.19%
0.03%
$360,994
7,226 shares@ 49.96 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -6.13%
0.05%
$352,368
7,053 shares@ 49.97 avg price