Invesco S&P 500 Top 50 ETF
89 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
2% more funds holding
Funds holding: 87 → 89 (+2)
8% less capital invested
Capital invested by funds: $287M → $263M (-$23.6M)
24.56% less ownership
Funds ownership: 393.38% → 368.81% (-25%)
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$5.94M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$2.64M |
| 3 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$2.55M |
| 4 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
+$1.31M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.6M |
| 2 |
DFIG
Dragon Financial & Investment Group
San Mateo,
California
|
-$11.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.15M |
| 4 |
Jane Street
New York
|
-$4.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.87M |
XLG Hedge Fund Activity: Q2 2018 in Review
89 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2018, worth a combined $263M — down 8.2% from $287M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XLG positions and 14 closed out — a net gain of 3 holders — while 18 added to existing stakes and 26 trimmed.
The largest buyer was Cumberland Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.
- 89 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2018, up from 87 in Q1 2018.
- Funds reported $263M of Invesco S&P 500 Top 50 ETF stock for Q2 2018, down 8.2% quarter-over-quarter.
- 17 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2018 and 14 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2018 was Cumberland Advisors, an estimated $5.94M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2018 was Morgan Stanley, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2018.