Invesco S&P 500 Top 50 ETF
51 hedge funds and large institutions have $217M invested in Invesco S&P 500 Top 50 ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
6% more funds holding
Funds holding: 48 → 51 (+3)
3% less capital invested
Capital invested by funds: $223M → $217M (-$6.05M)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
39.05% less ownership
Funds ownership: 437.09% → 398.04% (-39%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.73M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.97M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$802K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$10.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10M |
| 3 |
Morgan Stanley
New York
|
-$8.16M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$5.7M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.66M |
XLG Hedge Fund Activity: Q4 2013 in Review
51 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2013, worth a combined $217M — down 2.7% from $223M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XLG positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Credit Suisse, adding an estimated $9.73M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.7M.
- 51 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2013, up from 48 in Q3 2013.
- Funds reported $217M of Invesco S&P 500 Top 50 ETF stock for Q4 2013, down 2.7% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2013 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2013 was Credit Suisse, an estimated $9.73M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2013.