We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

75 hedge funds and large institutions have $236M invested in Invesco S&P 500 Top 50 ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 7375 (+2)

7% less capital invested

Capital invested by funds: $253M → $236M (-$16.9M)

20.13% less ownership

Funds ownership: 418.81%398.68% (-20%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
19
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change

XLG Hedge Fund Activity: Q2 2016 in Review

75 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2016, worth a combined $236M — down 6.7% from $253M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XLG positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Credit Suisse, adding an estimated $8.93M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $5.19M.

  • 75 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2016, up from 73 in Q1 2016.
  • Funds reported $236M of Invesco S&P 500 Top 50 ETF stock for Q2 2016, down 6.7% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2016 and 10 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2016 was Credit Suisse, an estimated $8.93M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2016 was Ladenburg Thalmann Financial Services, an estimated $5.19M sold.

Based on aggregated 13F filings for Q2 2016.