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Invesco S&P 500 Top 50 ETF

73 hedge funds and large institutions have $235M invested in Invesco S&P 500 Top 50 ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $236M → $235M (-$1.23M)

3% less funds holding

Funds holding: 7573 (-2)

4.51% less ownership

Funds ownership: 398.68%394.17% (-4.5%)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change

XLG Hedge Fund Activity: Q3 2016 in Review

73 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2016, worth a combined $235M — down 0.52% from $236M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XLG positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.32M sold.

  • 73 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2016, down from 75 in Q2 2016.
  • Funds reported $235M of Invesco S&P 500 Top 50 ETF stock for Q3 2016, down 0.52% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2016 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2016 was Morgan Stanley, an estimated $8.15M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2016 was Susquehanna International Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2016.