Invesco S&P 500 Top 50 ETF
203 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 20 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
12% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 66
5% less capital invested
Capital invested by funds: $1.05B → $1B (-$52.5M)
3% less funds holding
Funds holding: 210 → 203 (-7)
12.38% less ownership
Funds ownership: 557.75% → 545.37% (-12%)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$16M |
| 2 |
AF
Apexium Financial
Dallas,
Texas
|
+$13.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.55M |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$7.36M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Retirement Group
San Diego,
California
|
-$9.5M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$8.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.27M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.23M |
| 5 |
F4L
Fortune 45 LLC
Gonzales,
Louisiana
|
-$4.9M |
XLG Hedge Fund Activity: Q3 2022 in Review
203 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2022, worth a combined $1B — down 5% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of XLG and 14 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 74 added.
The largest buyer was Segment Wealth Management, opening a new position worth an estimated $16M. The largest seller was Retirement Group, cutting an estimated $9.5M.
- 203 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2022, down from 210 in Q2 2022.
- Funds reported $1B of Invesco S&P 500 Top 50 ETF stock for Q3 2022, down 5% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2022 and 20 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2022 was Segment Wealth Management, an estimated $16M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2022 was Retirement Group, an estimated $9.5M sold.
Based on aggregated 13F filings for Q3 2022.