Invesco S&P 500 Top 50 ETF
XLG
168 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
37% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 41
11.26% more ownership
Funds ownership: 520.93% → 532.2% (+11%)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
11% more capital invested
Capital invested by funds: $840M → $929M (+$89M)
7% more funds holding
Funds holding: 157 → 168 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.9M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$12M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$8.25M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$36.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.4M |
| 3 |
GDP
Great Diamond Partners
Portland,
Maine
|
-$10.1M |
| 4 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$7.1M |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$5.02M |
XLG Hedge Fund Activity: Q4 2020 in Review
168 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2020, worth a combined $929M — up 11% from $840M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new XLG positions and 15 closed out — a net gain of 12 holders — while 56 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $14.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $36.2M sold.
- 168 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2020, up from 157 in Q3 2020.
- Funds reported $929M of Invesco S&P 500 Top 50 ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2020 and 15 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $14.2M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2020 was Goldman Sachs, an estimated $36.2M sold.
Based on aggregated 13F filings for Q4 2020.