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Invesco S&P 500 Top 50 ETF
XLG

48 hedge funds and large institutions have $232M invested in Invesco S&P 500 Top 50 ETF in 2013 Q2 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

433.12% more ownership

Funds ownership: 0% → 433.12% (+433%)

Holders
48
Holders Change
+48
Holders Change %
–
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
26
Associated Banc-Corp
Wisconsin
$499K +$504K +43,900 New
Jane Street
27
Jane Street
New York
$434K +$438K +38,110 New
SAM
28
Summit Asset Management
Tennessee
$423K +$426K +37,140 New
BAS
29
Brown Advisory Securities
Maryland
$399K +$402K +35,000 New
CCM
30
Catawba Capital Management
Virginia
$380K +$383K +33,400 New
EFS
31
Essex Financial Services
Connecticut
$332K +$335K +29,200 New
CAN
32
Cetera Advisor Networks
California
$327K +$329K +28,650 New
JP Morgan Chase
33
JP Morgan Chase
New York
$253K +$255K +22,190 New
PI
34
Placemark Investments
Illinois
$253K +$255K +22,250 New
WHI
35
William Harris Investors
Illinois
$233K +$235K +20,500 New
DC
36
Davenport & Co
Virginia
$214K +$216K +18,800 New
AIG
37
American International Group
New York
$206K +$208K +18,120 New
Ameriprise
38
Ameriprise
Minnesota
$79K +$74.7K +6,510 New
Citigroup
39
Citigroup
New York
$70K +$70.7K +6,160 New
Creative Planning
40
Creative Planning
Kansas
$58K +$58.1K +5,060 New
WCM
41
Wealthcare Capital Management
Virginia
$38K +$38.5K +3,350 New
FHC
42
First Heartland Consultants
Missouri
$32K +$32.1K +2,800 New
GT
43
Glenmede Trust
Pennsylvania
$32K +$33.3K +2,900 New
JAM
44
Jolley Asset Management
North Carolina
$25K +$25.3K +2,200 New
BWM
45
Baystate Wealth Management
Massachusetts
$24K +$24.6K +2,140 New
BIT
46
BlackRock Institutional Trust
California
$16K +$16.4K +1,430 New
Deutsche Bank
47
Deutsche Bank
Germany
$15K +$15.4K +1,340 New
MFS
48
MSI Financial Services
Massachusetts
$11K +$11.5K +1,000 New
1
2

XLG Hedge Fund Activity: Q2 2013 in Review

48 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2013, worth a combined $232M.

Buyers outnumbered sellers: 48 funds opened new XLG positions and 0 closed out — a net gain of 48 holders — while 0 added to existing stakes and 0 trimmed.

  • 48 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $232M of Invesco S&P 500 Top 50 ETF stock for Q2 2013.
  • 48 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2013 and 0 closed out, a net change of +48 holders.

Based on aggregated 13F filings for Q2 2013.