Invesco S&P 500 Top 50 ETF
XLG
204 hedge funds and large institutions have $998M invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 17 closing their positions.
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
0% more funds holding
Funds holding: 203 → 204 (+1)
0% less capital invested
Capital invested by funds: $1B → $998M (-$2.99M)
4.43% less ownership
Funds ownership: 545.37% → 540.94% (-4.4%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
20% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$21.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.04M |
| 3 |
AC
Avestar Capital
New York
|
+$4.64M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$4.28M |
| 5 |
RG
Retirement Group
San Diego,
California
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$31.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22.9M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$7.03M |
| 4 |
Morgan Stanley
New York
|
-$5.28M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.25M |
XLG Hedge Fund Activity: Q4 2022 in Review
204 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2022, worth a combined $998M — down 0.3% from $1B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new XLG positions and 17 closed out — a net gain of 5 holders — while 61 added to existing stakes and 76 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $21.6M. The largest seller was Reliant Wealth Planning, exiting entirely with an estimated $31.1M sold.
- 204 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2022, up from 203 in Q3 2022.
- Funds reported $998M of Invesco S&P 500 Top 50 ETF stock for Q4 2022, down 0.3% quarter-over-quarter.
- 22 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2022 and 17 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2022 was Fisher Asset Management, an estimated $21.6M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2022 was Reliant Wealth Planning, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2022.