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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.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 213211 (-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: 1110 (-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

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
54
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$6.56M +$2.01M +64,450 +39%
CAP
27
Columbia Advisory Partners
Washington
$5.85M +$935 +30 +0%
CA
28
Cetera Advisors
Colorado
$5.72M +$103K +3,310 +2%
CWM
29
Cedar Wealth Management
California
$5.54M +$2.15M +68,960 +55%
Stifel Financial
30
Stifel Financial
Missouri
$5.47M -$242K -7,780 -4%
JIC
31
Johnson Investment Counsel
Ohio
$5.36M -$40.5K -1,300 -0.7%
Truist Financial
32
Truist Financial
North Carolina
$5.28M -$386K -12,390 -6%
F4L
33
Fortune 45 LLC
Louisiana
$4.97M +$251K +8,050 +5%
GRP
34
Global Retirement Partners
California
$4.84M -$90.4K -2,900 -2%
SMA
35
Sage Mountain Advisors
Georgia
$4.5M -$19.9K -640 -0.4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.43M +$1.02M +32,630 +27%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.4M +$353K +11,330 +8%
FIM
38
Freedom Investment Management
Connecticut
$4.38M -$255K -8,190 -5%
ACA
39
Aspire Capital Advisors
Washington
$4.32M +$4.7M +150,850 New
CGA
40
Crescent Grove Advisors
Illinois
$4.17M -$312K -10,020 -6%
HKIMG
41
Hutchens & Kramer Investment Management Group
Indiana
$3.73M -$608K -19,500 -13%
ML
42
McAdam LLC
Pennsylvania
$3.51M -$397K -12,740 -9%
CF
43
Centaurus Financial
California
$3.5M -$366K -11,750 -9%
GIA
44
Goodwin Investment Advisory
Georgia
$3.2M +$2.62M +84,020 +302%
SAM
45
SignalPoint Asset Management
Missouri
$2.81M +$96.3K +3,090 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$2.76M +$2.28M +73,110 +314%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.67M +$1.46M +46,920 +102%
SWA
48
Stratos Wealth Advisors
Ohio
$2.54M +$86K +2,760 +3%
AF
49
Apexium Financial
Texas
$2.45M +$1.47M +47,130 +123%
GVAG
50
Great Valley Advisor Group
Delaware
$2.34M -$8.41K -270 -0.3%

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.