Invesco S&P 500 Top 50 ETF
XLG
209 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.
13,823% more call options, than puts
Call options by funds: $4.32M | Put options by funds: $31K
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
41.45% more ownership
Funds ownership: 540.94% → 582.39% (+41%)
2% more funds holding
Funds holding: 204 → 209 (+5)
1% more capital invested
Capital invested by funds: $998M → $1.01B (+$7.33M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
30% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$84.8M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.05M |
| 4 |
Morgan Stanley
New York
|
+$3.75M |
| 5 |
VF
VitalStone Financial
Shavano Park,
Texas
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$89.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.23M |
| 3 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$7.08M |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$5.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.73M |
XLG Hedge Fund Activity: Q1 2023 in Review
209 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2023, worth a combined $1.01B — up 0.73% from $998M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new XLG positions and 16 closed out — a net gain of 13 holders — while 56 added to existing stakes and 80 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $84.8M. The largest seller was Fisher Asset Management, cutting an estimated $89.3M.
- 209 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2023, up from 204 in Q4 2022.
- Funds reported $1.01B of Invesco S&P 500 Top 50 ETF stock for Q1 2023, up 0.73% quarter-over-quarter.
- 29 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2023 and 16 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $84.8M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q1 2023 was Fisher Asset Management, an estimated $89.3M sold.
Based on aggregated 13F filings for Q1 2023.