We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF
XLG

72 hedge funds and large institutions have $235M invested in Invesco S&P 500 Top 50 ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $236M → $235M (-$1.46M)

4% less funds holding

Funds holding: 75 → 72 (-3)

4.9% less ownership

Funds ownership: 398.68% → 393.78% (-4.9%)

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.15M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.68M
3
Jane Street
Jane Street
New York
+$1.73M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$1.33M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.32M
2
CS
Credit Suisse
Switzerland
-$6.72M
3
ACM
Avalon Capital Management
California
-$2.38M
4
BW
Bison Wealth
Georgia
-$1.89M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
– -$463K -31,380 Closed
SG Americas Securities
77
SG Americas Securities
New York
– -$381K -25,820 Closed
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
– -$226K -15,310 Closed
1 2 3
4

XLG Hedge Fund Activity: Q3 2016 in Review

72 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2016, worth a combined $235M — down 0.62% from $236M a quarter earlier.

Fund positioning in XLG was balanced in Q3 2016: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.32M sold.

  • 72 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2016, down from 75 in Q2 2016.
  • Funds reported $235M of Invesco S&P 500 Top 50 ETF stock for Q3 2016, down 0.62% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2016 and 7 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2016 was Morgan Stanley, an estimated $8.15M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2016 was Susquehanna International Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2016.