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Invesco S&P 500 Top 50 ETF
XLG

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
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
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$24.2M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
GWSG
GPS Wealth Strategies Group
Colorado
+$15.1M
4
SFS
Sowell Financial Services
Arkansas
+$11.1M
5
WP
WealthSource Partners
California
+$9.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.4M
2
Ameriprise
Ameriprise
Minnesota
-$20.5M
3
LJAC
L.J. Altfest & Co
New York
-$17.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.9M
5
Wells Fargo
Wells Fargo
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
201
Choate Investment Advisors
Massachusetts
$10K – – –
NL
202
NVWM LLC
Pennsylvania
$10K – – –
PA
203
Parallel Advisors
California
$8K – – –
SCA
204
Stuart Chaussee & Associates
California
$7K +$7.17K +230 New
WBC
205
West Branch Capital
Massachusetts
$5K – – –
ACA
206
Aptus Capital Advisors
Alabama
$4K – – –
CPFP
207
Clear Perspectives Financial Planning
Ohio
$4K +$4.67K +150 New
FGAM
208
Financial Gravity Asset Management
Texas
$2.95K -$140K -4,480 -18%
EW
209
Element Wealth
Mississippi
$1K – – –
MA
210
Montag & Associates
Georgia
$1K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$30 -$22.1K -710 -42%
IMC Chicago
212
IMC Chicago
Illinois
– -$8.08M -229,830 Closed
FSA
213
Financial Services Advisory
Maryland
– -$3.79M -107,880 Closed
AI
214
Atria Investments
North Carolina
– -$1.2M -34,150 Closed
ACM
215
AlphaStar Capital Management
North Carolina
– -$846K -24,080 Closed
SOS
216
Silver Oak Securities
Tennessee
– -$759K -21,950 Closed
FWA
217
FSC Wealth Advisors
New York
– -$714K -20,310 Closed
GM
218
GeoWealth Management
Illinois
– -$501K -14,250 Closed
KA
219
Kovack Advisors
Florida
– -$477K -13,600 Closed
BAS
220
Brown Advisory Securities
Maryland
– -$339K -9,620 Closed
AWM
221
Axxcess Wealth Management
California
– -$332K -9,450 Closed
RL
222
Retireful LLC
Michigan
– -$263K -8,290 Closed
MHS
223
M Holdings Securities
Oregon
– -$289K -8,230 Closed
AWS
224
Atria Wealth Solutions
New York
– -$286K -8,150 Closed
DAS
225
Dynamic Advisor Solutions
Arizona
– -$260K -7,410 Closed
6 7 8
9
10

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.