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Invesco S&P 500 Top 50 ETF
XLG

158 hedge funds and large institutions have $840M invested in Invesco S&P 500 Top 50 ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

18% more capital invested

Capital invested by funds: $714M → $840M (+$126M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more funds holding

Funds holding: 142 → 158 (+16)

4.33% more ownership

Funds ownership: 516.61% → 520.94% (+4.3%)

Holders
158
Holders Change
+16
Holders Change %
+11.27%
% of All Funds
3.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
55
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13M
2
LPL Financial
LPL Financial
California
+$12.3M
3
Ameriprise
Ameriprise
Minnesota
+$11.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.67M
5
GDP
Great Diamond Partners
Maine
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
-$8.98M
2
Bank of America
Bank of America
North Carolina
-$8.62M
3
IWM
IHT Wealth Management
Illinois
-$5.79M
4
IMC Chicago
IMC Chicago
Illinois
-$5.11M
5
FSA
Financial Services Advisory
Maryland
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$1.72M -$92K -3,560 -5%
BCM
52
Brookstone Capital Management
Illinois
$1.71M +$1.69M +65,430 New
CS
53
Credit Suisse
Switzerland
$1.65M – – –
IFWM
54
Institute for Wealth Management
Colorado
$1.61M +$258 +10 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.54M +$768K +29,730 +102%
APW
56
Aurora Private Wealth
New Jersey
$1.46M +$607K +23,500 +73%
SWA
57
Stratos Wealth Advisors
Ohio
$1.4M +$156K +6,020 +13%
GVAG
58
Great Valley Advisor Group
Delaware
$1.33M +$366K +14,150 +39%
AWM
59
AE Wealth Management
Kansas
$1.24M +$945K +36,590 +347%
BAAM
60
Baker Avenue Asset Management
California
$1.22M -$4.65K -180 -0.4%
SPC
61
Sigma Planning Corp
Michigan
$1.17M +$267K +10,330 +30%
ACP
62
Aveo Capital Partners
Colorado
$1.16M +$1.14M +44,220 New
CWM
63
Cedar Wealth Management
California
$1.1M +$2.33K +90 +0.2%
TFS
64
Thoroughbred Financial Services
Tennessee
$1.07M +$197K +7,620 +23%
CGA
65
Crescent Grove Advisors
Illinois
$1.03M +$129K +5,000 +15%
AI
66
Atria Investments
North Carolina
$1.02M +$1.01M +38,970 New
NFG
67
Nations Financial Group
Iowa
$999K +$986K +38,150 New
GT
68
Greenleaf Trust
Michigan
$923K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$882K -$298K -11,540 -26%
MA
70
Mutual Advisors
Nebraska
$770K -$47.8K -1,850 -6%
HCP
71
Holt Capital Partners
Texas
$712K – – –
SS
72
Simplicity Solutions
Minnesota
$706K +$696K +26,960 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$701K – – –
KM
74
Kalos Management
Georgia
$671K -$16K -620 -2%
IWM
75
IHT Wealth Management
Illinois
$632K -$5.79M -224,060 -90%
1 2
3
4 5

XLG Hedge Fund Activity: Q3 2020 in Review

158 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2020, worth a combined $840M — up 18% from $714M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XLG positions and 8 closed out — a net gain of 17 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $13M. The largest seller was Trilogy Capital, exiting entirely with an estimated $8.98M sold.

  • 158 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2020, up from 142 in Q2 2020.
  • Funds reported $840M of Invesco S&P 500 Top 50 ETF stock for Q3 2020, up 18% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2020 and 8 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2020 was Mercer Global Advisors, an estimated $13M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2020 was Trilogy Capital, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2020.