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Invesco S&P 500 Top 50 ETF
XLG

77 hedge funds and large institutions have $261M invested in Invesco S&P 500 Top 50 ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

5% more capital invested

Capital invested by funds: $248M → $261M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.2% less ownership

Funds ownership: 383.95% → 380.75% (-3.2%)

5% less funds holding

Funds holding: 81 → 77 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.12M
2
Stifel Financial
Stifel Financial
Missouri
+$2.79M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.61M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.6M
5
SAM
SignalPoint Asset Management
Missouri
+$1.26M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.41M
2
UBS Group
UBS Group
Switzerland
-$2.02M
3
IWM
IHT Wealth Management
Illinois
-$2.02M
4
IFWM
Institute for Wealth Management
Colorado
-$1.13M
5
BCI
Brinker Capital Investments
Pennsylvania
-$828K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$1K – – –
IFWM
77
Institute for Wealth Management
Colorado
– -$1.13M -65,650 Closed
HH
78
Hilltop Holdings
Texas
– -$698K -40,780 Closed
EFS
79
Essex Financial Services
Connecticut
– -$486K -28,400 Closed
BTS
80
BB&T Securities
Virginia
– -$216K -12,670 Closed
DADC
81
D.A. Davidson & Co
Montana
– -$43K -2,550 Closed
PA
82
Parallel Advisors
California
– -$35K -2,030 Closed
VWA
83
V Wealth Advisors
Kansas
– -$34K -2,000 Closed
AIM
84
Advantage Investment Management
Iowa
– -$17K -1,000 Closed
1 2 3
4

XLG Hedge Fund Activity: Q3 2017 in Review

77 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2017, worth a combined $261M — up 5.3% from $248M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XLG and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $4.12M. The largest seller was Susquehanna International Group, cutting an estimated $7.41M.

  • 77 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2017, down from 81 in Q2 2017.
  • Funds reported $261M of Invesco S&P 500 Top 50 ETF stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2017 was Jane Street, an estimated $4.12M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2017 was Susquehanna International Group, an estimated $7.41M sold.

Based on aggregated 13F filings for Q3 2017.