Invesco S&P 500 Top 50 ETF
93 hedge funds and large institutions have $261M invested in Invesco S&P 500 Top 50 ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
2% more funds holding
Funds holding: 91 → 93 (+2)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
13% less capital invested
Capital invested by funds: $301M → $261M (-$39.7M)
22.41% less ownership
Funds ownership: 399.94% → 377.53% (-22%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$15.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.52M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.76M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$2.99M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$6.71M |
| 2 |
Goldman Sachs
New York
|
-$4.5M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.49M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.26M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.57M |
XLG Hedge Fund Activity: Q4 2018 in Review
93 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2018, worth a combined $261M — down 13% from $301M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XLG positions and 15 closed out — a net gain of 5 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Credit Suisse, adding an estimated $15.6M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $6.71M sold.
- 93 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2018, up from 91 in Q3 2018.
- Funds reported $261M of Invesco S&P 500 Top 50 ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2018 and 15 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2018 was Credit Suisse, an estimated $15.6M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2018 was Barometer Capital Management, an estimated $6.71M sold.
Based on aggregated 13F filings for Q4 2018.