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Invesco S&P 500 Top 50 ETF

213 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

4% less funds holding

Funds holding: 222213 (-9)

7% less capital invested

Capital invested by funds: $1.44B → $1.34B (-$99.2M)

15.19% less ownership

Funds ownership: 575.66%560.46% (-15%)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $22.6M

Holders
213
Holders Change
-9
Holders Change %
-4.05%
% of All Funds
3.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
68
Reduced
68
Closed
29
Calls
Puts
$22.6M
Net Calls
-$22.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$264M +$21.2M +617,510 +9%
Bank of America
2
Bank of America
North Carolina
$131M -$27.8M -807,770 -18%
LPL Financial
3
LPL Financial
California
$102M +$19.7M +571,710 +25%
Morgan Stanley
4
Morgan Stanley
New York
$84.9M +$15.2M +442,230 +22%
UBS Group
5
UBS Group
Switzerland
$77.8M +$14.9M +432,820 +24%
Ameriprise
6
Ameriprise
Minnesota
$71.9M -$7.74M -225,010 -10%
Wells Fargo
7
Wells Fargo
California
$44.5M -$8.47M -246,220 -16%
RWP
8
Reliant Wealth Planning
Kentucky
$40.2M +$1.26M +36,750 +3%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$39.9M -$11.5M -334,050 -21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.4M +$17M +494,940 +193%
RG
11
Retirement Group
California
$23.5M +$2.62M +76,080 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.3M -$2.81M -81,640 -11%
PS
13
Portfolio Strategies
New York
$21.1M +$20.6M +600,070 New
LJAC
14
L.J. Altfest & Co
New York
$20.2M +$19.7M +573,600 New
Osaic Holdings
15
Osaic Holdings
Arizona
$19.4M -$7.35M -213,710 -28%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$16M -$167K -4,860 -1%
PAG
17
Private Advisor Group
New Jersey
$15.7M +$9.97M +289,800 +184%
WGCA
18
Wolf Group Capital Advisors
Virginia
$14.7M -$30.5M -886,510 -68%
BHB
19
Bank Hapoalim BM
Israel
$11.1M +$4M +116,280 +58%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11M -$15M -436,460 -58%
PP
21
Pegasus Partners
Wisconsin
$10.2M +$7.13M +207,380 +247%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.2M +$1.51M +43,830 +18%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.22M +$2.7M +78,610 +51%
IMC Chicago
24
IMC Chicago
Illinois
$8.08M +$7.9M +229,830 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$7.81M +$4.3M +124,960 +129%

XLG Hedge Fund Activity: Q1 2022 in Review

213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2022, worth a combined $1.34B — down 6.9% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XLG and 23 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 68 added.

The largest buyer was Fisher Asset Management, adding an estimated $21.2M. The largest seller was Wolf Group Capital Advisors, cutting an estimated $30.5M.

  • 213 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2022, down from 222 in Q4 2021.
  • Funds reported $1.34B of Invesco S&P 500 Top 50 ETF stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2022 and 29 closed out, a net change of -6 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2022 was Fisher Asset Management, an estimated $21.2M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2022 was Wolf Group Capital Advisors, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2022.