Industry Distribution:

• Information Technology: approx. 28%
• Healthcare: approx. 14%
• Finance: approx. 13%

TOP 3 Markets:

• USA: approx. 70%
• Europe: approx. 15%
• Asia: approx. 10%

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) invests in the 50 largest companies in the S&P 500, leading to a strong weighting in the information technology sector. This sector dominates the ETF due to the market capitalization of companies like Apple and Microsoft.

The US market represents the largest share, as most of these companies are headquartered in the USA and generate the majority of their revenues there. Europe and Asia follow as important markets served by the global presence of these companies.

Invesco S&P 500 Top 50 ETF (ARCA:XLG) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

An ETF is a financial product that replicates an index, a commodity, bonds, or a basket of assets like an index fund. Invesco, the provider of this ETF, manages the portfolio and investments, but does not produce physical products.

Therefore, there is no production site in the traditional sense. Invesco focuses on managing and optimizing the assets contained in this ETF.

Strategy for Future Growth: Focus on the Top 50 Companies in the S&P 500

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) follows a strategy aimed at replicating the performance of the 50 largest companies in the S&P 500 Index. This strategy focuses on selecting companies with high market capitalization, which are generally considered stable and growth-oriented.

By focusing on these top companies, the ETF seeks to benefit from their market leadership and innovation. These companies often have a strong global presence and are able to disproportionately benefit from economic upswings.

Additionally, the ETF could benefit from the diversification within these top 50 companies, as it covers companies from various sectors, reducing risk and increasing the potential for returns at the same time.

Imported raw materials/materials: No specific raw materials

Countries of origin: Not applicable

An Exchange-Traded Fund (ETF) like the Invesco S&P 500 Top 50 ETF (ARCA:XLG) invests in a portfolio of stocks and not directly in raw materials or materials. Therefore, the ETF itself does not import any raw materials or materials from other countries.

The ETF tracks the performance of the 50 largest companies in the S&P 500 Index. These companies may import raw materials in their business activities, but the ETF itself is simply a financial product that invests in these companies. Information about the raw material imports of each company in the ETF would need to be researched individually for each company.

Current Fund Composition: 50 of the largest companies in the S&P 500 (2025)

Assets Under Management: approximately 3.5 billion USD (estimated, based on historical data)

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) offers a competitive advantage through its targeted investment in the 50 largest companies in the S&P 500. These companies are typically industry leaders in their respective sectors and have significant market power, stable revenue streams, and a strong brand presence.

The ETF benefits from diversification across various sectors, which reduces risk while also providing the opportunity to benefit from the top performers in the S&P 500. Focusing on the largest companies also means that the ETF can benefit from the stable dividend payments and potential capital growth of these companies.

Additionally, the ETF provides a cost-effective way for investors to invest in a portfolio of blue-chip stocks, making it an attractive option for long-term investors seeking stability and growth.

Institutional Investor Share: approximately 85% (estimated for 2025) Insider Buys/Sells: No significant insider transactions reported (estimated for 2025)

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) is an exchange-traded fund that tracks the performance of the 50 largest companies in the S&P 500 Index. Due to its structure as an ETF, the share of institutional investors is typically high, as such funds are often held by institutional investors such as pension funds, investment funds, and other large financial institutions.

Insider transactions are less relevant for ETFs, as they do not represent individual companies but rather a basket of stocks. Therefore, there are usually no significant insider buys or sells that need to be reported.

Market share of Invesco S&P 500 Top 50 ETF (ARCA:XLG): Estimate: approximately 2% (2025)

Top competitors and their market shares:

1. SPDR S&P 500 ETF Trust (SPY): approximately 30%
2. iShares Core S&P 500 ETF (IVV): approximately 25%
3. Vanguard S&P 500 ETF (VOO): approximately 20%
4. Invesco QQQ Trust (QQQ): approximately 10%
5. Schwab U.S. Large-Cap ETF (SCHX): approximately 5%

The Invesco S&P 500 Top 50 ETF (XLG) has a relatively small market share compared to the leading ETFs such as SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), and Vanguard S&P 500 ETF (VOO). These ETFs dominate the market due to their broad diversification, high liquidity, and low costs.

The "moat" of the Invesco S&P 500 Top 50 ETF lies in its focus on the 50 largest companies in the S&P 500, allowing for targeted investment in market leaders. This can be attractive to investors who prefer a stronger concentration on the largest and most stable companies.

However, the larger ETFs like SPY, IVV, and VOO provide broader market access and are often more cost-effective, giving them a significant advantage. The moat of XLG is therefore less pronounced compared to these competitors, who have a stronger competitive edge due to their size and efficiency.

Fund Size: $2.5 billion USD (2024) Management Fee: 0.20% (2024) Top Holdings: Apple, Microsoft, Amazon (2024)

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) provides investors with access to the 50 largest companies in the S&P 500 Index, resulting in a high concentration on established and financially stable companies. These companies are typically leaders in their respective industries and have strong balance sheets and cash flows.

The low management fee of 0.20% makes the ETF cost-effective compared to actively managed funds. The diversification within the top 50 companies offers some risk mitigation, although the concentration on large companies can also bring some volatility during market corrections.

Overall, the Invesco S&P 500 Top 50 ETF is a solid option for investors looking to focus on large, established companies and benefit from their long-term growth potential. However, the decision to invest in this ETF should also depend on individual risk tolerance and investment goals.

Dividend Yield: 1.5% (estimated for 2025)

The Invesco S&P 500 Top 50 ETF (ARCA:XLG) regularly pays out dividends. The dividend yield typically ranges from 1.5% to 2%, depending on the underlying S&P 500 Top 50 companies included in the ETF.

The reliability of the payout is relatively high, as the ETF invests in the 50 largest companies in the S&P 500, which usually pay stable and regular dividends. These companies often have a long history of dividend payments, which stabilizes the ETF's payout.

However, it is important to note that the dividend yield can fluctuate from year to year, depending on the performance of the included companies and general market conditions.