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Invesco S&P 500 Top 50 ETF

109 hedge funds and large institutions have $310M invested in Invesco S&P 500 Top 50 ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $261M → $310M (+$48.3M)

17% more funds holding

Funds holding: 93109 (+16)

13.91% more ownership

Funds ownership: 377.53%391.43% (+14%)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$150K -$194 -10 -0.1%
OIA
77
OneDigital Investment Advisors
Kansas
$140K +$777 +40 +0.6%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$126K +$388 +20 +0.3%
BBHC
79
Brown Brothers Harriman & Co
New York
$122K +$117K +6,000 New
CDIA
80
Capital Directions Investment Advisors
Georgia
$105K +$100K +5,170 New
SQA
81
Simon Quick Advisors
New Jersey
$102K +$97.5K +5,020 New
VC
82
Vestor Capital
Illinois
$91K +$87.4K +4,500 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$82K
IA
84
IFP Advisors
Florida
$59K -$33K -1,700 -37%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$51K
TL
86
TrueWealth LLC
Georgia
$46K
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$45.7K +$43.7K +2,250 New
CFG
88
Citizens Financial Group
Rhode Island
$45K +$42.7K +2,200 New
GWM
89
Geneos Wealth Management
Colorado
$38K -$19.4K -1,000 -34%
CFB
90
Cullen/Frost Bankers
Texas
$37K +$35K +1,800 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$33K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$32K -$86.8K -4,470 -74%
SWM
93
SeaCrest Wealth Management
New York
$29K
LWA
94
Lowe Wealth Advisors
Maryland
$28K -$6.02K -310 -18%
IF
95
Ironwood Financial
Arizona
$22K
AA
96
Advisory Alpha
Michigan
$19.4K +$18.3K +940 New
UBS AM
97
UBS AM
Illinois
$18.7K
GI
98
Gradient Investments
Minnesota
$15K
JCM
99
Jacobi Capital Management
Pennsylvania
$12K
BlackRock
100
BlackRock
New York
$10K

XLG Hedge Fund Activity: Q1 2019 in Review

109 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2019, worth a combined $310M — up 18% from $261M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XLG positions and 8 closed out — a net gain of 18 holders — while 19 added to existing stakes and 34 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $18.4M. The largest seller was Credit Suisse, cutting an estimated $7.31M.

  • 109 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $310M of Invesco S&P 500 Top 50 ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2019 and 8 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2019 was Manchester Financial, an estimated $18.4M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2019 was Credit Suisse, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2019.