Invesco S&P 500 Top 50 ETF
XLG
123 hedge funds and large institutions have $434M invested in Invesco S&P 500 Top 50 ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
66.66% more ownership
Funds ownership: 392.86% → 459.52% (+67%)
33% more capital invested
Capital invested by funds: $326M → $434M (+$109M)
12% more funds holding
Funds holding: 110 → 123 (+13)
12% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.55M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.89M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$5.25M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.07M |
| 2 |
Goldman Sachs
New York
|
-$5.12M |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
-$1.29M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$1.15M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$854K |
XLG Hedge Fund Activity: Q4 2019 in Review
123 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2019, worth a combined $434M — up 33% from $326M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XLG positions and 10 closed out — a net gain of 15 holders — while 30 added to existing stakes and 34 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $11.7M. The largest seller was Citadel Advisors, cutting an estimated $6.07M.
- 123 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2019, up from 110 in Q3 2019.
- Funds reported $434M of Invesco S&P 500 Top 50 ETF stock for Q4 2019, up 33% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2019 and 10 closed out, a net change of +15 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2019 was Mercer Global Advisors, an estimated $11.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2019 was Citadel Advisors, an estimated $6.07M sold.
Based on aggregated 13F filings for Q4 2019.