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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
MML Investors Services
51
MML Investors Services
Massachusetts
$329K -$642K -33,080 -67%
NFG
52
Next Financial Group
Texas
$321K
NFH
53
NEXT Financial Holdings
Texas
$321K +$307K +15,830 New
RWA
54
Ropes Wealth Advisors
Massachusetts
$304K
SAM
55
Summit Asset Management
Tennessee
$295K
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$290K
PFA
57
Pinnacle Family Advisors
Missouri
$290K +$277K +14,290 New
NL
58
NVWM LLC
Pennsylvania
$285K +$5.63K +290 +2%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$284K
SPIA
60
Steward Partners Investment Advisory
New York
$283K
CFG
61
Cooper Financial Group
California
$273K +$261K +13,460 New
MA
62
Mutual Advisors
Nebraska
$265K +$253K +13,050 New
PA
63
PFG Advisors
Arizona
$260K +$6.99K +360 +3%
AF
64
Advisornet Financial
Minnesota
$252K -$2.52K -130 -1%
US Bancorp
65
US Bancorp
Minnesota
$245K +$8.74K +450 +4%
JIC
66
Joel Isaacson & Co
New York
$244K
FAIM
67
Financial Advocates Investment Management
Washington
$224K -$9.71K -500 -4%
Cerity Partners
68
Cerity Partners
New York
$219K +$210K +10,790 New
Creative Planning
69
Creative Planning
Kansas
$211K +$202K +10,410 New
BTS
70
BB&T Securities
Virginia
$211K +$202K +10,420 New
SWA
71
Sutton Wealth Advisors
Florida
$204K
KLI
72
Kelman-Lazarov Inc
Tennessee
$203K -$38.8K -2,000 -17%
BPC
73
Banque Pictet & Cie
Switzerland
$203K +$194K +10,000 New
CA
74
Cetera Advisors
Colorado
$201K +$193K +9,960 New
William Blair & Company
75
William Blair & Company
Illinois
$182K

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.