Invesco S&P 500 Top 50 ETF
XLG
48 hedge funds and large institutions have $223M invested in Invesco S&P 500 Top 50 ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.97% more ownership
Funds ownership: 433.12% → 437.09% (+4%)
0% more funds holding
Funds holding: 48 → 48 (0)
4% less capital invested
Capital invested by funds: $232M → $223M (-$8.46M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
+$3.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.33M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.67M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$1.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.3M |
| 2 |
Morgan Stanley
New York
|
-$4.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.31M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$2.26M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.21M |
XLG Hedge Fund Activity: Q3 2013 in Review
48 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2013, worth a combined $223M — down 3.7% from $232M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XLG positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.
The largest buyer was DRW Securities, adding an estimated $3.67M. The largest seller was Bank of America, cutting an estimated $16.3M.
- 48 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $223M of Invesco S&P 500 Top 50 ETF stock for Q3 2013, down 3.7% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2013 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2013 was DRW Securities, an estimated $3.67M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2013 was Bank of America, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2013.