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Invesco S&P 500 Top 50 ETF

211 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 213211 (-2)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2.41% less ownership

Funds ownership: 560.46%558.05% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

22% less capital invested

Capital invested by funds: $1.34B → $1.05B (-$290M)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
54
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$317K -$54.5K -1,750 -14%
BOPW
127
Brandywine Oak Private Wealth
Pennsylvania
$312K -$20.3K -650 -6%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$298K
FFN
129
Focus Financial Network
Minnesota
$297K -$263K -8,430 -45%
AAS
130
Avantax Advisory Services
Texas
$296K +$1.25K +40 +0.4%
GSIS
131
Global Strategic Investment Solutions
Arizona
$287K
KLI
132
Kelman-Lazarov Inc
Tennessee
$287K
MA
133
MONECO Advisors
Connecticut
$287K +$31.5K +1,010 +11%
SIC
134
Samalin Investment Counsel
New York
$286K +$311K +9,990 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$280K +$63.3K +2,030 +26%
MFP
136
Meridian Financial Partners
Virginia
$278K -$9.35K -300 -3%
MPW
137
MA Private Wealth
California
$278K
MFG
138
Merit Financial Group
Georgia
$275K +$299K +9,600 New
EFS
139
Essex Financial Services
Connecticut
$274K
AF
140
Allworth Financial
California
$273K -$145K -4,660 -33%
KCFA
141
Key Client Fiduciary Advisors
New Jersey
$272K +$935 +30 +0.3%
BG
142
Benedetti & Gucer
Georgia
$270K -$3.43K -110 -1%
SC
143
Savant Capital
Illinois
$269K
BCI
144
Brinker Capital Investments
Pennsylvania
$262K -$57K -1,830 -17%
IA
145
IFP Advisors
Florida
$261K
MIA
146
MainStreet Investment Advisors
Illinois
$261K
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$261K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$258K +$204K +6,560 +270%
TP
149
Tranquility Partners
Tennessee
$257K
SMC
150
Smith, Moore & Co
Missouri
$254K

XLG Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2022, worth a combined $1.05B — down 22% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of XLG and 23 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 54 added.

The largest buyer was Fisher Asset Management, adding an estimated $24.2M. The largest seller was Bank of America, cutting an estimated $40.4M.

  • 211 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2022, down from 213 in Q1 2022.
  • Funds reported $1.05B of Invesco S&P 500 Top 50 ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2022 and 25 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2022 was Fisher Asset Management, an estimated $24.2M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2022 was Bank of America, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2022.