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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
PFPT
151
Pinnacle Financial Partners (Tennessee)
Tennessee
$244K
CA
152
Carson Advisory
Georgia
$242K +$42.7K +1,370 +19%
IFG
153
Independent Financial Group
California
$237K +$37.7K +1,210 +17%
SWA
154
Sutton Wealth Advisors
Florida
$233K
GFPC
155
Global Financial Private Client
Florida
$231K
ECM
156
Evergreen Capital Management
Washington
$230K
FWA
157
FOCUS Wealth Advisors
Texas
$228K
DIA
158
Dana Investment Advisors
Wisconsin
$222K
JMPWA
159
JP Morgan Private Wealth Advisors
California
$222K +$39.6K +1,270 +20%
TF
160
TIAA FSB
Florida
$220K +$239K +7,660 New
RC
161
RegentAtlantic Capital
New Jersey
$215K +$623 +20 +0.3%
IC
162
IEQ Capital
California
$214K -$250K -8,030 -52%
William Blair & Company
163
William Blair & Company
Illinois
$213K
Cerity Partners
164
Cerity Partners
New York
$210K +$229K +7,340 New
VWA
165
V Wealth Advisors
Kansas
$207K
Fidelity Investments
166
Fidelity Investments
Massachusetts
$206K -$20.3K -650 -8%
Renaissance Technologies
167
Renaissance Technologies
New York
$201K +$218K +7,000 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$188K -$24.3K -780 -11%
CDIA
169
Capital Directions Investment Advisors
Georgia
$148K
BWL
170
Bogart Wealth LLC
Virginia
$131K -$7.48K -240 -5%
EWA
171
EP Wealth Advisors
California
$119K
WTA
172
Washington Trust Advisors
Massachusetts
$95K
HI
173
Harbour Investments
Wisconsin
$94K +$103K +3,290 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$88K
GT
175
Glenmede Trust
Pennsylvania
$83K

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.