Invesco S&P 500 Top 50 ETF
157 hedge funds and large institutions have $840M invested in Invesco S&P 500 Top 50 ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
41% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 39
18% more capital invested
Capital invested by funds: $714M → $840M (+$126M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 142 → 157 (+15)
4.32% more ownership
Funds ownership: 516.61% → 520.93% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.67M |
| 5 |
GDP
Great Diamond Partners
Portland,
Maine
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$8.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.62M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$5.79M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$5.11M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$5.05M |
XLG Hedge Fund Activity: Q3 2020 in Review
157 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2020, worth a combined $840M — up 18% from $714M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XLG positions and 8 closed out — a net gain of 16 holders — while 55 added to existing stakes and 39 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $13M. The largest seller was Trilogy Capital, exiting entirely with an estimated $8.98M sold.
- 157 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2020, up from 142 in Q2 2020.
- Funds reported $840M of Invesco S&P 500 Top 50 ETF stock for Q3 2020, up 18% quarter-over-quarter.
- 24 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2020 and 8 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2020 was Mercer Global Advisors, an estimated $13M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2020 was Trilogy Capital, an estimated $8.98M sold.
Based on aggregated 13F filings for Q3 2020.