Invesco S&P 500 Top 50 ETF
XLG
75 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
65.21% more ownership
Funds ownership: 384.45% → 449.65% (+65%)
52% more capital invested
Capital invested by funds: $174M → $263M (+$89.6M)
21% more funds holding
Funds holding: 62 → 75 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$20.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
| 4 |
Morgan Stanley
New York
|
+$10.3M |
| 5 |
AIG
American International Group
New York
|
+$8.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.81M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$875K |
XLG Hedge Fund Activity: Q4 2015 in Review
75 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2015, worth a combined $263M — up 52% from $174M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XLG positions and 7 closed out — a net gain of 14 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $20.1M. The largest seller was SG Americas Securities, cutting an estimated $3.19M.
- 75 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2015, up from 62 in Q3 2015.
- Funds reported $263M of Invesco S&P 500 Top 50 ETF stock for Q4 2015, up 52% quarter-over-quarter.
- 21 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2015 and 7 closed out, a net change of +14 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2015 was UBS Group, an estimated $20.1M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2015 was SG Americas Securities, an estimated $3.19M sold.
Based on aggregated 13F filings for Q4 2015.