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Invesco S&P 500 Top 50 ETF
XLG

115 hedge funds and large institutions have $362M invested in Invesco S&P 500 Top 50 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4.08% less ownership

Funds ownership: 459.52% → 455.45% (-4.1%)

7% less funds holding

Funds holding: 123 → 115 (-8)

17% less capital invested

Capital invested by funds: $434M → $362M (-$71.7M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
23
Increased
35
Reduced
27
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$15.6M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$9.64M
3
Bank of America
Bank of America
North Carolina
+$6.51M
4
SL
Systelligence LLC
Minnesota
+$5.97M
5
Goldman Sachs
Goldman Sachs
New York
+$5.8M

Top Sellers

1
RWP
Reliant Wealth Planning
Kentucky
-$24.9M
2
MF
Manchester Financial
California
-$23M
3
PRS
Pinkerton Retirement Specialists
Idaho
-$5.49M
4
CS
Credit Suisse
Switzerland
-$4.36M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
PFG Advisors
Arizona
– -$330K -13,980 Closed
CFG
127
Cooper Financial Group
California
– -$318K -13,630 Closed
JIC
128
Joel Isaacson & Co
New York
– -$284K -12,160 Closed
CIC
129
Carnegie Investment Counsel
Ohio
– -$235K -10,090 Closed
KLI
130
Kelman-Lazarov Inc
Tennessee
– -$233K -10,000 Closed
FAIM
131
Financial Advocates Investment Management
Washington
– -$216K -9,260 Closed
AAS
132
Avantax Advisory Services
Texas
– -$216K -9,220 Closed
SQA
133
Simon Quick Advisors
New Jersey
– -$211K -9,020 Closed
CGA
134
Crescent Grove Advisors
Illinois
– -$204K -8,720 Closed
ACA
135
Ascension Capital Advisors
Texas
– -$201K -8,630 Closed
RFWA
136
RPg Family Wealth Advisory
Massachusetts
– -$52.5K -2,250 Closed
CFG
137
Citizens Financial Group
Rhode Island
– -$51K -2,200 Closed
SAM
138
S.A. Mason
Michigan
– -$23K -1,000 Closed
TPWA
139
TRUE Private Wealth Advisors
Oregon
– -$14K -600 Closed
RIA
140
Realta Investment Advisors
Delaware
– -$10K -450 Closed
NFG
141
Next Financial Group
Texas
– -$1K -30 Closed
SHWM
142
Silicon Hills Wealth Management
Texas
– -$29 -10 Closed
2 3 4 5
6

XLG Hedge Fund Activity: Q1 2020 in Review

115 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2020, worth a combined $362M — down 17% from $434M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of XLG and 23 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 35 added.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $15.6M. The largest seller was Reliant Wealth Planning, exiting entirely with an estimated $24.9M sold.

  • 115 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2020, down from 123 in Q4 2019.
  • Funds reported $362M of Invesco S&P 500 Top 50 ETF stock for Q1 2020, down 17% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2020 and 28 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2020 was Trilogy Capital, an estimated $15.6M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2020 was Reliant Wealth Planning, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2020.