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Invesco S&P 500 Top 50 ETF

109 hedge funds and large institutions have $310M invested in Invesco S&P 500 Top 50 ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $261M → $310M (+$48.3M)

17% more funds holding

Funds holding: 93109 (+16)

13.91% more ownership

Funds ownership: 377.53%391.43% (+14%)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KCM Investment Advisors
California
$1.46M -$9.13K -470 -0.6%
GWS
27
Glassman Wealth Services
Virginia
$1.4M +$7.77K +400 +0.6%
FGAM
28
Financial Gravity Asset Management
Texas
$1.35M +$1.27M +65,600 New
HighTower Advisors
29
HighTower Advisors
Illinois
$1.29M -$17.3K -890 -1%
IFWM
30
Institute for Wealth Management
Colorado
$1.27M -$49.7K -2,560 -4%
SHA
31
Seneca House Advisors
Virginia
$1.27M +$131K +6,730 +12%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.24M -$91.1K -4,690 -7%
RCA
33
Reitz Capital Advisors
Michigan
$1.02M -$138K -7,120 -12%
Citigroup
34
Citigroup
New York
$909K -$164K -8,470 -16%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$904K -$38.8K -2,000 -4%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$894K -$19K -980 -2%
TRCT
37
Tower Research Capital (TRC)
New York
$807K +$772K +39,750 New
Jane Street
38
Jane Street
New York
$738K +$256K +13,200 +57%
GT
39
Greenleaf Trust
Michigan
$716K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$634K +$123K +6,340 +25%
HCP
41
Holt Capital Partners
Texas
$600K -$19.4K -1,000 -3%
AG
42
Advisor Group
Arizona
$560K -$56.7K -2,920 -10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$552K +$73K +3,760 +16%
RWP
44
RWA Wealth Partners
Massachusetts
$532K -$24.9K -1,280 -5%
WIA
45
World Investment Advisors
California
$472K -$133K -6,830 -23%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$454K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$387K +$8.54K +440 +2%
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
$385K
PAG
49
Private Advisor Group
New Jersey
$376K +$360K +18,530 New
SB
50
Suntrust Banks
Georgia
$341K

XLG Hedge Fund Activity: Q1 2019 in Review

109 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2019, worth a combined $310M — up 18% from $261M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XLG positions and 8 closed out — a net gain of 18 holders — while 19 added to existing stakes and 34 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $18.4M. The largest seller was Credit Suisse, cutting an estimated $7.31M.

  • 109 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $310M of Invesco S&P 500 Top 50 ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2019 and 8 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2019 was Manchester Financial, an estimated $18.4M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2019 was Credit Suisse, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2019.