Invesco S&P 500 Top 50 ETF
XLG
221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.
276.84% more ownership
Funds ownership: 582.39% → 859.23% (+277%)
71% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 52
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
25% more capital invested
Capital invested by funds: $1.01B → $1.26B (+$253M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more funds holding
Funds holding: 209 → 221 (+12)
28% less call options, than puts
Call options by funds: $944K | Put options by funds: $1.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$457M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$66.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$32.6M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$31.8M |
| 5 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.7M |
| 2 |
VF
VitalStone Financial
Shavano Park,
Texas
|
-$6.17M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$4.56M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.54M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.42M |
XLG Hedge Fund Activity: Q2 2023 in Review
221 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2023, worth a combined $1.26B — up 25% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new XLG positions and 20 closed out — a net gain of 13 holders — while 89 added to existing stakes and 52 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $457M. The largest seller was Ameriprise, cutting an estimated $29.7M.
- 221 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2023, up from 209 in Q1 2023.
- Funds reported $1.26B of Invesco S&P 500 Top 50 ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 33 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2023 and 20 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $457M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2023 was Ameriprise, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2023.