Invesco S&P 500 Top 50 ETF
110 hedge funds and large institutions have $325M invested in Invesco S&P 500 Top 50 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 13 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 31
2.02% more ownership
Funds ownership: 390.85% → 392.86% (+2%)
2% more capital invested
Capital invested by funds: $320M → $325M (+$5.16M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 117 → 110 (-7)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.1M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$3.92M |
| 3 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$1.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.44M |
| 5 |
Jane Street
New York
|
-$1.03M |
XLG Hedge Fund Activity: Q3 2019 in Review
110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2019, worth a combined $325M — up 1.6% from $320M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of XLG and 6 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 36 added.
The largest buyer was UBS Group, adding an estimated $10.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.06M sold.
- 110 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2019, down from 117 in Q2 2019.
- Funds reported $325M of Invesco S&P 500 Top 50 ETF stock for Q3 2019, up 1.6% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2019 and 13 closed out, a net change of -7 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2019 was UBS Group, an estimated $10.1M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2019 was Credit Suisse, an estimated $7.06M sold.
Based on aggregated 13F filings for Q3 2019.