Invesco S&P 500 Top 50 ETF
XLG
73 hedge funds and large institutions have $253M invested in Invesco S&P 500 Top 50 ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $263M → $253M (-$10.3M)
3% less funds holding
Funds holding: 75 → 73 (-2)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
30.84% less ownership
Funds ownership: 449.65% → 418.81% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.38M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.07M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.13M |
| 4 |
Goldman Sachs
New York
|
+$1.93M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$8.02M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.94M |
| 4 |
Morgan Stanley
New York
|
-$3.16M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.64M |
XLG Hedge Fund Activity: Q1 2016 in Review
73 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2016, worth a combined $253M — down 3.9% from $263M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of XLG and 11 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 20 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.38M. The largest seller was American International Group, cutting an estimated $8.02M.
- 73 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2016, down from 75 in Q4 2015.
- Funds reported $253M of Invesco S&P 500 Top 50 ETF stock for Q1 2016, down 3.9% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2016 and 13 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2016 was Ladenburg Thalmann Financial Services, an estimated $4.38M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2016 was American International Group, an estimated $8.02M sold.
Based on aggregated 13F filings for Q1 2016.