XLG icon

Invesco S&P 500 Top 50 ETF
XLG

Overview Fund Activity

87 hedge funds and large institutions have $287M invested in Invesco S&P 500 Top 50 ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
22
Reduced
27
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cumberland Advisors
Florida
+$5.42M
2
Jane Street
Jane Street
New York
+$5.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.55M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$2.71M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$2.6M

Top Sellers

1
JIC
Johnson Investment Counsel
Ohio
-$5.83M
2
Stifel Financial
Stifel Financial
Missouri
-$3.55M
3
Wells Fargo
Wells Fargo
California
-$2.97M
4
WGCA
Wolf Group Capital Advisors
Virginia
-$2.85M
5
UBS Group
UBS Group
Switzerland
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.27M -$23.7K -1,270 -2%
FIM
27
Freedom Investment Management
Connecticut
$1.25M +$158K +8,480 +15%
Ameriprise
28
Ameriprise
Minnesota
$1.16M -$130K -6,960 -10%
BAAM
29
Baker Avenue Asset Management
California
$1.09M +$87.6K +4,690 +9%
KIA
30
KCM Investment Advisors
California
$950K +$47.4K +2,540 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$870K +$72K +3,850 +9%
Citigroup
32
Citigroup
New York
$829K -$6.91K -370 -0.8%
OC
33
Oppenheimer & Co
New York
$714K +$38.3K +2,050 +6%
AG
34
Advisor Group
Arizona
$680K -$20.7K -1,110 -3%
GT
35
Greenleaf Trust
Michigan
$659K – – –
HCP
36
Holt Capital Partners
Texas
$602K -$18.7K -1,000 -3%
WA
37
WESPAC Advisors
California
$602K +$602K +32,260 New
RWP
38
RWA Wealth Partners
Massachusetts
$589K -$98.8K -5,290 -14%
MA
39
Mutual Advisors
Nebraska
$580K -$29.9K -1,600 -5%
Citadel Advisors
40
Citadel Advisors
Florida
$555K +$555K +29,720 New
CCM
41
Catawba Capital Management
Virginia
$445K -$28K -1,500 -6%
ACM
42
AlphaStar Capital Management
North Carolina
$429K +$429K +22,980 New
AF
43
Advisornet Financial
Minnesota
$404K – – –
SHA
44
Seneca House Advisors
Virginia
$369K +$369K +19,770 New
NFG
45
Next Financial Group
Texas
$297K – – –
CAS
46
Cue Advisory Services
Arizona
$294K +$294K +15,750 New
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$284K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$280K – – –
SC
49
Savant Capital
Illinois
$280K – – –
RWA
50
Ropes Wealth Advisors
Massachusetts
$279K – – –
1
2
3 4 5