Invesco S&P 500 Top 50 ETF
233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $1.26B → $1.39B (+$130M)
5% more funds holding
Funds holding: 221 → 233 (+12)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
4% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 82
801.98% less ownership
Funds ownership: 859.23% → 57.25% (-802%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$32.8M |
| 3 |
Morgan Stanley
New York
|
+$19.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$595M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$72.2M |
| 3 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
-$24.7M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$8.23M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.06M |
XLG Hedge Fund Activity: Q3 2023 in Review
233 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2023, worth a combined $1.39B — up 10% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new XLG positions and 23 closed out — a net gain of 13 holders — while 79 added to existing stakes and 82 trimmed.
The largest buyer was Ameriprise, adding an estimated $38.7M. The largest seller was EP Wealth Advisors, cutting an estimated $595M.
- 233 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2023, up from 221 in Q2 2023.
- Funds reported $1.39B of Invesco S&P 500 Top 50 ETF stock for Q3 2023, up 10% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2023 and 23 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2023 was Ameriprise, an estimated $38.7M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $595M sold.
Based on aggregated 13F filings for Q3 2023.