Invesco S&P 500 Top 50 ETF
XLG
142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
97% more capital invested
Capital invested by funds: $362M → $714M (+$351M)
61.17% more ownership
Funds ownership: 455.45% → 516.61% (+61%)
25% more funds holding
Funds holding: 114 → 142 (+28)
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$71.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$42.3M |
| 3 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
+$24.3M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$15.8M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$9.95M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$7.58M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.29M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.55M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.85M |
XLG Hedge Fund Activity: Q2 2020 in Review
142 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2020, worth a combined $714M — up 97% from $362M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new XLG positions and 11 closed out — a net gain of 28 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $71.7M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $9.95M sold.
- 142 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2020, up from 114 in Q1 2020.
- Funds reported $714M of Invesco S&P 500 Top 50 ETF stock for Q2 2020, up 97% quarter-over-quarter.
- 39 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2020 and 11 closed out, a net change of +28 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2020 was Bank of America, an estimated $71.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2020 was Mercer Global Advisors, an estimated $9.95M sold.
Based on aggregated 13F filings for Q2 2020.