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Invesco S&P 500 Top 50 ETF
XLG

222 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

91% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 44

40.16% more ownership

Funds ownership: 535.5% → 575.66% (+40%)

29% more capital invested

Capital invested by funds: $1.12B → $1.44B (+$323M)

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

15% more funds holding

Funds holding: 193 → 222 (+29)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $223K

Holders
222
Holders Change
+29
Holders Change %
+15.03%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
84
Reduced
44
Closed
16
Calls
–
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K

Top Buyers

Rank Fund Capital Flow
1
WGCA
Wolf Group Capital Advisors
Virginia
+$30.6M
2
Wells Fargo
Wells Fargo
California
+$22.5M
3
Ameriprise
Ameriprise
Minnesota
+$16.1M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$15.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$6.39M
2
CA
Cetera Advisors
Colorado
-$3.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.3M
4
Barclays
Barclays
United Kingdom
-$2.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$3.59M +$1.67M +46,930 +93%
SAM
52
SignalPoint Asset Management
Missouri
$3.51M -$1.03M -28,980 -23%
MAG
53
MRA Advisory Group
New Jersey
$3.35M +$358K +10,040 +12%
AA
54
Advisory Alpha
Michigan
$3.18M +$2.32M +65,070 +310%
PP
55
Pegasus Partners
Wisconsin
$3.1M +$458K +12,840 +18%
SWA
56
Stratos Wealth Advisors
Ohio
$3.06M +$57.8K +1,620 +2%
TCA
57
Transcend Capital Advisors
New Jersey
$2.79M -$516K -14,470 -16%
AAS
58
Ameritas Advisory Services
Nebraska
$2.77M +$2.68M +75,090 New
FIM
59
Freedom Investment Management
Connecticut
$2.74M +$2.18M +61,090 +465%
GVAG
60
Great Valley Advisor Group
Delaware
$2.67M +$250K +7,010 +11%
KIA
61
KCM Investment Advisors
California
$2.65M – – –
US Bancorp
62
US Bancorp
Minnesota
$2.6M -$590K -16,550 -19%
FFN
63
Focus Financial Network
Minnesota
$2.47M +$123K +3,440 +5%
APW
64
Aurora Private Wealth
New Jersey
$2.43M -$45.6K -1,280 -2%
IFWM
65
Institute for Wealth Management
Colorado
$2.3M – – –
MCC
66
Money Concepts Capital
Florida
$2.3M +$2.22M +62,220 New
GWM
67
Geneos Wealth Management
Colorado
$2.29M +$2.04M +57,200 +1,177%
HI
68
Harbour Investments
Wisconsin
$2.28M -$278K -7,800 -11%
FAIM
69
Financial Advocates Investment Management
Washington
$2.28M +$424K +11,900 +22%
FSA
70
Financial Services Advisory
Maryland
$2.28M +$2.21M +62,000 +883%
LFA
71
Laraway Financial Advisors
Minnesota
$2.18M +$2.11M +59,100 New
GSC
72
G&S Capital
Colorado
$2.16M +$16K +450 +0.8%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.86M +$55.6K +1,560 +3%
ZIMP
74
Zimmermann Investment Management & Planning
Pennsylvania
$1.84M +$1.78M +49,930 New
TA
75
TKG Advisors
Indiana
$1.77M +$1.71M +47,920 New
1 2
3
4 5

XLG Hedge Fund Activity: Q4 2021 in Review

222 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2021, worth a combined $1.44B — up 29% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new XLG positions and 16 closed out — a net gain of 32 holders — while 84 added to existing stakes and 44 trimmed.

The largest buyer was Wolf Group Capital Advisors, adding an estimated $30.6M. The largest seller was IMC Chicago, exiting entirely with an estimated $6.39M sold.

  • 222 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2021, up from 193 in Q3 2021.
  • Funds reported $1.44B of Invesco S&P 500 Top 50 ETF stock for Q4 2021, up 29% quarter-over-quarter.
  • 48 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2021 and 16 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2021 was Wolf Group Capital Advisors, an estimated $30.6M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q4 2021 was IMC Chicago, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2021.