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Invesco S&P 500 Top 50 ETF
XLG

117 hedge funds and large institutions have $320M invested in Invesco S&P 500 Top 50 ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% more funds holding

Funds holding: 109 → 117 (+8)

3% more capital invested

Capital invested by funds: $310M → $320M (+$9.8M)

0.59% less ownership

Funds ownership: 391.43% → 390.85% (-0.59%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
29
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.25M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$4.1M
3
Bank of America
Bank of America
North Carolina
+$3.11M
4
MF
Manchester Financial
California
+$2.78M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$2.02M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$5.93M
2
CS
Credit Suisse
Switzerland
-$4.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.47M
4
Stifel Financial
Stifel Financial
Missouri
-$3.02M
5
Morgan Stanley
Morgan Stanley
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
101
Ironwood Financial
Arizona
$23K – – –
UBS AM
102
UBS AM
Illinois
$19.3K – – –
GI
103
Gradient Investments
Minnesota
$16K +$207 +10 +1%
DWM
104
Doyle Wealth Management
Florida
$12K +$11.8K +570 New
TPWA
105
TRUE Private Wealth Advisors
Oregon
$12K +$12.2K +590 New
BlackRock
106
BlackRock
New York
$11K – – –
RIA
107
Realta Investment Advisors
Delaware
$9K – – –
SWP
108
Strategic Wealth Partners
Ohio
$9K – – –
TC
109
Truvestments Capital
Florida
$9K – – –
CFA
110
Carroll Financial Associates
North Carolina
$7K +$3.52K +170 +100%
APA
111
American Portfolios Advisors
New York
$5.88K – – –
SIS
112
Sound Income Strategies
Florida
$5K – – –
CIAS
113
Capital Investment Advisory Services
North Carolina
$1K – – –
FCH
114
Freestone Capital Holdings
Washington
$328 +$324K +15,650 New
GT
115
Glenmede Trust
Pennsylvania
$60 – – –
MA
116
Mutual Advisors
Nebraska
– -$265K -13,050 Closed
CDIA
117
Capital Directions Investment Advisors
Georgia
– -$105K -5,170 Closed
VC
118
Vestor Capital
Illinois
– -$91K -4,500 Closed
SWM
119
SeaCrest Wealth Management
New York
– -$29K -1,410 Closed
AA
120
Advisory Alpha
Michigan
– -$19.4K -940 Closed
BCMIO
121
Beacon Capital Management Inc (Ohio)
Ohio
– +$207 +10 New
1 2 3 4
5

XLG Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2019, worth a combined $320M — up 3.2% from $310M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XLG positions and 5 closed out — a net gain of 10 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.25M. The largest seller was Almanack Investment Partners, cutting an estimated $5.93M.

  • 117 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2019, up from 109 in Q1 2019.
  • Funds reported $320M of Invesco S&P 500 Top 50 ETF stock for Q2 2019, up 3.2% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2019 and 5 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.25M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2019 was Almanack Investment Partners, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2019.