Invesco S&P 500 Top 50 ETF
87 hedge funds and large institutions have $287M invested in Invesco S&P 500 Top 50 ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2% less capital invested
Capital invested by funds: $292M → $287M (-$5.27M)
4% less funds holding
Funds holding: 91 → 87 (-4)
10.67% less ownership
Funds ownership: 404.05% → 393.38% (-11%)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$5.66M |
| 2 |
Jane Street
New York
|
+$5.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.7M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$2.82M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$5.83M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$3.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.09M |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$2.85M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.51M |
XLG Hedge Fund Activity: Q1 2018 in Review
87 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2018, worth a combined $287M — down 1.8% from $292M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of XLG and 13 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 22 added.
The largest buyer was Cumberland Advisors, adding an estimated $5.66M. The largest seller was Johnson Investment Counsel, exiting entirely with an estimated $5.83M sold.
- 87 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2018, down from 91 in Q4 2017.
- Funds reported $287M of Invesco S&P 500 Top 50 ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2018 and 17 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2018 was Cumberland Advisors, an estimated $5.66M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2018 was Johnson Investment Counsel, an estimated $5.83M sold.
Based on aggregated 13F filings for Q1 2018.