Invesco S&P 500 Top 50 ETF
XLG
70 hedge funds and large institutions have $283M invested in Invesco S&P 500 Top 50 ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $234M → $283M (+$48.4M)
19% more funds holding
Funds holding: 59 → 70 (+11)
18% more ownership
Funds ownership: 440.81% → 458.82% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$13.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.96M |
| 5 |
Morgan Stanley
New York
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$5.19M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$2.57M |
| 3 |
Jane Street
New York
|
-$2.52M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$724K |
| 5 |
Goldman Sachs
New York
|
-$700K |
XLG Hedge Fund Activity: Q4 2014 in Review
70 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2014, worth a combined $283M — up 21% from $234M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XLG positions and 3 closed out — a net gain of 12 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $13.7M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $5.19M sold.
- 70 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $283M of Invesco S&P 500 Top 50 ETF stock for Q4 2014, up 21% quarter-over-quarter.
- 15 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2014 and 3 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2014 was Piershale Financial Group, an estimated $13.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2014 was Avalon Capital Management, an estimated $5.19M sold.
Based on aggregated 13F filings for Q4 2014.