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Managed Account Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Managed Account Advisors’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$1.12M Buy
78,840
+45,960
+140% +$663K ﹤0.01% 2066
2015
Q1 		$461K Buy
+32,880
New +$466K ﹤0.01% 2280

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Managed Account Advisors's XLG Position: Q2 2015 in Review

Managed Account Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 140% in Q2 2015, buying an estimated $663K and bringing the position to 78,840 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Managed Account Advisors first reported a position in XLG in Q1 2015 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold XLG as of Q2 2015.

  • Managed Account Advisors held 78,840 shares of Invesco S&P 500 Top 50 ETF worth $1.12M as of Q2 2015.
  • Managed Account Advisors bought 45,960 Invesco S&P 500 Top 50 ETF shares in Q2 2015, an estimated $663K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2066 holding.
  • Managed Account Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2015 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.