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Invesco S&P 500 Top 50 ETF

XLG

Market cap $10.6B

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: 213 → 211 (-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: 11 → 10 (-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

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-9.09%

% of All Funds

0.17%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Fisher Asset Management Camas, Washington	+$24.2M
2	UBS Group Zurich, Switzerland	+$15.2M
3	GWSG GPS Wealth Strategies Group Centennial, Colorado	+$15.1M
4	SFS Sowell Financial Services North Little Rock, Arkansas	+$11.1M
5	WP WealthSource Partners San Luis Obispo, California	+$9.48M

Top Sellers

1	Bank of America Charlotte, North Carolina	-$40.4M
2	Ameriprise Minneapolis, Minnesota	-$20.5M
3	LJAC L.J. Altfest & Co New York	-$17.5M
4	RJFSA Raymond James Financial Services Advisors St. Petersburg, Florida	-$13.9M
5	Wells Fargo San Francisco, California	-$11.7M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
176	176 Carson Wealth (CWM LLC) Omaha, Nebraska	$77K	–	–	–
177	CAL 177 Capital Analysts LLC Fort Washington, Pennsylvania	$76K	+$935	+30	+1%
178	SWM 178 SeaCrest Wealth Management Purchase, New York	$74K	+$80.7K	+2,590	New
179	179 Fifth Third Bancorp Cincinnati, Ohio	$69K	–	–	–
180	AF 180 Affiance Financial St. Louis Park, Minnesota	$64K	–	–	–
181	TRCT 181 Tower Research Capital (TRC) New York	$46K	+$49.6K	+1,590	New
182	TFS 182 TrustCore Financial Services Brentwood, Tennessee	$45K	–	–	–
183	AIC 183 Archer Investment Corporation Carmel, Indiana	$44.4K	–	–	–
184	KFI 184 Key Financial Inc West Chester, Pennsylvania	$44K	–	–	–
185	TCWA 185 Ten Capital Wealth Advisors Spokane, Washington	$44K	–	–	–
186	186 Simplex Trading Chicago, Illinois	$41K	+$31.2K	+1,000	+217%
187	CIAS 187 Capital Investment Advisory Services Raleigh, North Carolina	$31K	-$1.25K	-40	-4%
188	188 BlackRock New York	$31K	–	–	–
189	PTC 189 Private Trust Company Cleveland, Ohio	$29K	+$31.2K	+1,000	New
190	PMFA 190 Plante Moran Financial Advisors Southfield, Michigan	$27K	–	–	–
191	SBL 191 Sargent Bickham Lagudis Boulder, Colorado	$26K	+$1.25K	+40	+5%
192	GI 192 Gradient Investments Arden Hills, Minnesota	$22K	–	–	–
193	CCM 193 Covington Capital Management Los Angeles, California	$20K	–	–	–
194	CFO 194 CVA Family Office Denver, Colorado	$16K	–	–	–
195	AW 195 Avion Wealth The Woodlands, Texas	$16K	+$17.5K	+560	New
196	SIC 196 Salem Investment Counselors Winston Salem, North Carolina	$16K	+$17.5K	+560	New
197	PFS 197 Prospera Financial Services Dallas, Texas	$13K	–	–	–
198	VVP 198 Venture Visionary Partners Sylvania, Ohio	$11.1K	+$11.8K	+380	New
199	PB 199 Pinnacle Bancorp Beatrice, Nebraska	$11K	–	–	–
200	TWM 200 Tradition Wealth Management Edina, Minnesota	$11K	–	–	–

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.

Invesco S&P 500 Top 50 ETF XLG Market cap $10.6B