Invesco S&P 500 Top 50 ETF
XLG
193 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
73% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 44
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
13% more capital invested
Capital invested by funds: $992M → $1.12B (+$127M)
12.59% more ownership
Funds ownership: 522.91% → 535.5% (+13%)
6% more funds holding
Funds holding: 182 → 193 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$13.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$10.3M |
| 5 |
TIAM2
Tru Independence Asset Management 2
Portland,
Oregon
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.03M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$771K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$757K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$488K |
XLG Hedge Fund Activity: Q3 2021 in Review
193 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2021, worth a combined $1.12B — up 13% from $992M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XLG positions and 10 closed out — a net gain of 15 holders — while 76 added to existing stakes and 44 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $13.7M. The largest seller was US Bancorp, cutting an estimated $4.85M.
- 193 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2021, up from 182 in Q2 2021.
- Funds reported $1.12B of Invesco S&P 500 Top 50 ETF stock for Q3 2021, up 13% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2021 was Fisher Asset Management, an estimated $13.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2021 was US Bancorp, an estimated $4.85M sold.
Based on aggregated 13F filings for Q3 2021.