Invesco S&P 500 Top 50 ETF
XLG
279 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.
233% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 21
39% more capital invested
Capital invested by funds: $1.39B → $1.93B (+$546M)
29% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 75
20% more funds holding
Funds holding: 233 → 279 (+46)
3.14% more ownership
Funds ownership: 57.25% → 60.38% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
47% less call options, than puts
Call options by funds: $8K | Put options by funds: $15K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$34.1M |
| 2 |
Goldman Sachs
New York
|
+$32.8M |
| 3 |
Morgan Stanley
New York
|
+$32.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$11.1M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$6.63M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.51M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$3.23M |
| 5 |
AC
Avestar Capital
New York
|
-$3.07M |
XLG Hedge Fund Activity: Q4 2023 in Review
279 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q4 2023, worth a combined $1.93B — up 39% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new XLG positions and 21 closed out — a net gain of 49 holders — while 97 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $34.1M. The largest seller was Wolf Group Capital Advisors, cutting an estimated $11.1M.
- 279 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q4 2023, up from 233 in Q3 2023.
- Funds reported $1.93B of Invesco S&P 500 Top 50 ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 70 funds opened new Invesco S&P 500 Top 50 ETF positions in Q4 2023 and 21 closed out, a net change of +49 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q4 2023 was LPL Financial, an estimated $34.1M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q4 2023 was Wolf Group Capital Advisors, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2023.