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Invesco S&P 500 Top 50 ETF
XLG

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: 93 → 109 (+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
–

Top Buyers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
+$18.4M
2
AIP
Almanack Investment Partners
Pennsylvania
+$6.46M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.97M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$3.08M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.31M
2
Bank of America
Bank of America
North Carolina
-$2.8M
3
Morgan Stanley
Morgan Stanley
New York
-$2.8M
4
UBS Group
UBS Group
Switzerland
-$2.77M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Strategic Wealth Partners
Ohio
$9K +$8.15K +420 New
RIA
102
Realta Investment Advisors
Delaware
$9K +$8.74K +450 New
TC
103
Truvestments Capital
Florida
$9K +$8.74K +450 New
APA
104
American Portfolios Advisors
New York
$5.68K – – –
SIS
105
Sound Income Strategies
Florida
$5K – – –
CFA
106
Carroll Financial Associates
North Carolina
$3K – – –
CIAS
107
Capital Investment Advisory Services
North Carolina
$1K – – –
GT
108
Glenmede Trust
Pennsylvania
$58 – – –
IWM
109
IHT Wealth Management
Illinois
– -$1.03M -57,230 Closed
GA
110
Gateway Advisory
New Jersey
– -$507K -28,190 Closed
MIA
111
MainStreet Investment Advisors
Illinois
– -$257K -14,300 Closed
KM
112
Kalos Management
Georgia
– -$221K -10,140 Closed
CC
113
Claybrook Capital
Massachusetts
– -$75K -4,170 Closed
WDL
114
Well Done LLC
Michigan
– -$75K -4,170 Closed
RWA
115
River Wealth Advisors
Pennsylvania
– -$31K -1,740 Closed
WCM
116
WealthBridge Capital Management
Ohio
– -$18K -1,000 Closed
1 2 3 4
5

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.