Invesco S&P 500 Top 50 ETF
213 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 29 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 68
4% less funds holding
Funds holding: 222 → 213 (-9)
7% less capital invested
Capital invested by funds: $1.44B → $1.34B (-$99.2M)
15.19% less ownership
Funds ownership: 575.66% → 560.46% (-15%)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $22.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$21.2M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
+$20.6M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$19.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$19.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$30.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$27.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15M |
| 4 |
D
Diversified
Wilmington,
Delaware
|
-$12.5M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.4M |
XLG Hedge Fund Activity: Q1 2022 in Review
213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2022, worth a combined $1.34B — down 6.9% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of XLG and 23 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 68 added.
The largest buyer was Fisher Asset Management, adding an estimated $21.2M. The largest seller was Wolf Group Capital Advisors, cutting an estimated $30.5M.
- 213 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2022, down from 222 in Q4 2021.
- Funds reported $1.34B of Invesco S&P 500 Top 50 ETF stock for Q1 2022, down 6.9% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2022 and 29 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2022 was Fisher Asset Management, an estimated $21.2M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2022 was Wolf Group Capital Advisors, an estimated $30.5M sold.
Based on aggregated 13F filings for Q1 2022.