Invesco S&P 500 Top 50 ETF
62 hedge funds and large institutions have $174M invested in Invesco S&P 500 Top 50 ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 61 → 62 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $202M → $174M (-$28.6M)
26.45% less ownership
Funds ownership: 410.9% → 384.45% (-26%)
50% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.65M |
| 2 |
Morgan Stanley
New York
|
+$2.23M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.62M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$798K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.47M |
| 3 |
Jane Street
New York
|
-$5.21M |
| 4 |
HF
HRT Financial
New York
|
-$870K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$697K |
XLG Hedge Fund Activity: Q3 2015 in Review
62 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2015, worth a combined $174M — down 14% from $202M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XLG positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 26 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.65M. The largest seller was Credit Suisse, cutting an estimated $10.8M.
- 62 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2015, up from 61 in Q2 2015.
- Funds reported $174M of Invesco S&P 500 Top 50 ETF stock for Q3 2015, down 14% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2015 and 4 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2015 was Citadel Advisors, an estimated $2.65M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2015 was Credit Suisse, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2015.