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Invesco S&P 500 Top 50 ETF
XLG

89 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 87 → 89 (+2)

8% less capital invested

Capital invested by funds: $287M → $263M (-$23.6M)

24.56% less ownership

Funds ownership: 393.38% → 368.81% (-25%)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
18
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cumberland Advisors
Florida
+$5.94M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$2.64M
3
WGCA
Wolf Group Capital Advisors
Virginia
+$2.55M
4
GWS
Glassman Wealth Services
Virginia
+$1.31M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
DFIG
Dragon Financial & Investment Group
California
-$11.9M
3
CS
Credit Suisse
Switzerland
-$8.15M
4
Jane Street
Jane Street
New York
-$4.4M
5
Bank of America
Bank of America
North Carolina
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$281K – – –
MIA
52
MainStreet Investment Advisors
Illinois
$276K – – –
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$276K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$271K -$18.4K -960 -6%
KLI
55
Kelman-Lazarov Inc
Tennessee
$270K – – –
LNC
56
Lincoln National Corp
Pennsylvania
$236K +$235K +12,270 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$234K +$232K +12,120 New
US Bancorp
58
US Bancorp
Minnesota
$232K – – –
JIC
59
Joel Isaacson & Co
New York
$230K +$575 +30 +0.3%
HH
60
Hilltop Holdings
Texas
$219K – – –
Creative Planning
61
Creative Planning
Kansas
$213K – – –
Cerity Partners
62
Cerity Partners
New York
$208K +$207K +10,790 New
KM
63
Kalos Management
Georgia
$206K +$194K +10,140 New
SWA
64
Sutton Wealth Advisors
Florida
$193K – – –
OIA
65
OneDigital Investment Advisors
Kansas
$131K +$575 +30 +0.4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$118K +$192 +10 +0.2%
FGAM
67
Financial Gravity Asset Management
Texas
$90K -$7.29K -380 -8%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$78K – – –
BCA
69
Bay Colony Advisors
Massachusetts
$71K +$71.2K +3,710 New
SEI Investments
70
SEI Investments
Pennsylvania
$67K -$149K -7,780 -69%
IA
71
IFP Advisors
Florida
$65K – – –
AWA
72
Acorn Wealth Advisors
Michigan
$58K – – –
GT
73
Glenmede Trust
Pennsylvania
$56K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$48K – – –
TL
75
TrueWealth LLC
Georgia
$43K +$43.2K +2,250 New
1 2
3
4 5

XLG Hedge Fund Activity: Q2 2018 in Review

89 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2018, worth a combined $263M — down 8.2% from $287M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XLG positions and 14 closed out — a net gain of 3 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Cumberland Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 89 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2018, up from 87 in Q1 2018.
  • Funds reported $263M of Invesco S&P 500 Top 50 ETF stock for Q2 2018, down 8.2% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2018 and 14 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2018 was Cumberland Advisors, an estimated $5.94M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2018 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.