Invesco S&P 500 Top 50 ETF
173 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
3% more funds holding
Funds holding: 168 → 173 (+5)
3% less capital invested
Capital invested by funds: $929M → $901M (-$27.4M)
8.97% less ownership
Funds ownership: 532.2% → 523.22% (-9%)
29% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 65
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$11.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.94M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$9.91M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$4.36M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$16.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.7M |
| 4 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$8.91M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$8.65M |
XLG Hedge Fund Activity: Q1 2021 in Review
173 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2021, worth a combined $901M — down 2.9% from $929M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new XLG positions and 18 closed out — a net gain of 5 holders — while 46 added to existing stakes and 65 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $11.7M. The largest seller was Jackson Wealth Management, exiting entirely with an estimated $16.8M sold.
- 173 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2021, up from 168 in Q4 2020.
- Funds reported $901M of Invesco S&P 500 Top 50 ETF stock for Q1 2021, down 2.9% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2021 and 18 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2021 was Fisher Asset Management, an estimated $11.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2021 was Jackson Wealth Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2021.