Invesco S&P 500 Top 50 ETF
222 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 44 reducing their positions, and 16 closing their positions.
200% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 16
91% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 44
40.16% more ownership
Funds ownership: 535.5% → 575.66% (+40%)
29% more capital invested
Capital invested by funds: $1.12B → $1.44B (+$323M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
15% more funds holding
Funds holding: 193 → 222 (+29)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $223K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$30.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$22.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.1M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$15.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$6.39M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$3.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$2.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.13M |
XLG Hedge Fund Activity: Q4 2021 in Review
222 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2021, worth a combined $1.44B — up 29% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new XLG positions and 16 closed out — a net gain of 32 holders — while 84 added to existing stakes and 44 trimmed.
The largest buyer was Wolf Group Capital Advisors, adding an estimated $30.6M. The largest seller was IMC Chicago, exiting entirely with an estimated $6.39M sold.
- 222 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2021, up from 193 in Q3 2021.
- Funds reported $1.44B of Invesco S&P 500 Top 50 ETF stock for Q4 2021, up 29% quarter-over-quarter.
- 48 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2021 and 16 closed out, a net change of +32 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2021 was Wolf Group Capital Advisors, an estimated $30.6M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2021 was IMC Chicago, an estimated $6.39M sold.
Based on aggregated 13F filings for Q4 2021.