Invesco S&P 500 Top 50 ETF
55 hedge funds and large institutions have $216M invested in Invesco S&P 500 Top 50 ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 53 → 55 (+2)
2% more capital invested
Capital invested by funds: $211M → $216M (+$4.92M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.94% less ownership
Funds ownership: 422.05% → 421.1% (-0.94%)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.4M |
| 3 |
SG Americas Securities
New York
|
+$1.45M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$1.15M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.75M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$4.86M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$3.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.7M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1.37M |
XLG Hedge Fund Activity: Q2 2014 in Review
55 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2014, worth a combined $216M — up 2.3% from $211M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XLG positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $13M. The largest seller was Credit Suisse, cutting an estimated $9.75M.
- 55 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2014, up from 53 in Q1 2014.
- Funds reported $216M of Invesco S&P 500 Top 50 ETF stock for Q2 2014, up 2.3% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2014 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2014 was Bank of America, an estimated $13M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2014 was Credit Suisse, an estimated $9.75M sold.
Based on aggregated 13F filings for Q2 2014.