XLG
Invesco S&P 500 Top 50 ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.13M | $72.57M | n/a | −1 |
| Q2 2026 | 67 | +5 | 52.10M | $3.18B | +7 | −3 |
| Q1 2026 | 64 | -3 | 48.51M | $2.64B | +5 | −8 |
| Q4 2025 | 68 | 0 | 60.43M | $3.58B | +1 | −1 |
| Q3 2025 | 11 | -1 | 15.96M | $917.91M | +1 | −2 |
| Q2 2025 | 9 | +3 | 1.81M | $94.15M | +3 | n/a |
| Q1 2025 | 4 | -1 | 2.10M | $96.57M | +1 | −2 |
| Q4 2024 | 5 | 0 | 6.19M | $309.33M | +2 | −2 |
| Q3 2024 | 5 | -1 | 5.96M | $283.27M | +1 | −2 |
| Q2 2024 | 6 | n/a | 5.78M | $264.41M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 4.96M | -4.7% | $247.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 1.07M | +48.0% | $53.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 112.40K | New | $5.62M | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 37.05K | +283.6% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Gotham Asset Management ✦ | 15.06K | New | $752,198 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $5.62M | 0.0% |
| Gotham Asset Management | $752,198 | 0.0% |
Exited
| Marshall Wace | $575,969 | was 0.0% |
| D. E. Shaw & Co. | $567,175 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 560 holders, 77.71M shares, $4.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.