Invesco S&P 500 Top 50 ETF
211 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 25 closing their positions.
1% less funds holding
Funds holding: 213 → 211 (-2)
8% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 25
2.41% less ownership
Funds ownership: 560.46% → 558.05% (-2.4%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
22% less capital invested
Capital invested by funds: $1.34B → $1.05B (-$290M)
32% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 79
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$40.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.5M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$17.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWM
226
Bar Harbor Wealth Management
Concord,
New Hampshire
| – | -$247K | -7,030 | Closed |
|
|
CFG
227
Cooper Financial Group
Irvine,
California
| – | -$217K | -6,160 | Closed |
|
|
MSAM
228
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$215K | -6,120 | Closed |
|
|
PWM
229
Perigon Wealth Management
San Francisco,
California
| – | -$214K | -6,080 | Closed |
|
|
LWAC
230
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$211K | -5,990 | Closed |
|
|
CG
231
Caprock Group
Boise,
Idaho
| – | -$201K | -5,730 | Closed |
|
|
SAM
232
S.A. Mason
Holland,
Michigan
| – | -$118K | -3,350 | Closed |
|
233
AssetMark Inc
Concord,
California
| – | -$96K | -2,720 | Closed |
|
|
GWS
234
Glassman Wealth Services
Vienna,
Virginia
| – | -$82K | -2,340 | Closed |
|
|
GWMIA
235
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$38K | -1,070 | Closed |
|
|
FAG
236
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$11K | -300 | Closed |
|
|
AWM
237
Avior Wealth Management
Omaha,
Nebraska
| – | +$31.2K | +1,000 | New |
|
XLG Hedge Fund Activity: Q2 2022 in Review
211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2022, worth a combined $1.05B — down 22% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of XLG and 23 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 54 added.
The largest buyer was Fisher Asset Management, adding an estimated $24.2M. The largest seller was Bank of America, cutting an estimated $40.4M.
- 211 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2022, down from 213 in Q1 2022.
- Funds reported $1.05B of Invesco S&P 500 Top 50 ETF stock for Q2 2022, down 22% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2022 and 25 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2022 was Fisher Asset Management, an estimated $24.2M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2022 was Bank of America, an estimated $40.4M sold.
Based on aggregated 13F filings for Q2 2022.