Invesco S&P 500 Top 50 ETF
XLG
182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
22% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 50
10% more capital invested
Capital invested by funds: $901M → $992M (+$90.9M)
5% more funds holding
Funds holding: 173 → 182 (+9)
0.32% less ownership
Funds ownership: 523.22% → 522.91% (-0.32%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$16.8M |
| 2 |
QI
QS Investors
New York
|
+$9.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.61M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.9M |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.6M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$10.1M |
| 3 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
-$8.13M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.28M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.46M |
XLG Hedge Fund Activity: Q2 2021 in Review
182 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2021, worth a combined $992M — up 10% from $901M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XLG positions and 16 closed out — a net gain of 9 holders — while 61 added to existing stakes and 50 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $16.8M. The largest seller was Bank of America, cutting an estimated $12.6M.
- 182 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2021, up from 173 in Q1 2021.
- Funds reported $992M of Invesco S&P 500 Top 50 ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2021 and 16 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2021 was Fisher Asset Management, an estimated $16.8M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2021 was Bank of America, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2021.