Invesco S&P 500 Top 50 ETF
384 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Top 50 ETF in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 172 increasing their positions, 81 reducing their positions, and 25 closing their positions.
204% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 25
112% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 81
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
20% more capital invested
Capital invested by funds: $2.45B → $2.95B (+$491M)
13% more funds holding
Funds holding: 340 → 384 (+44)
4% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $2.08M
0.67% less ownership
Funds ownership: 59.25% → 58.59% (-0.67%)
Top Buyers
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$63.3M |
| 2 |
Morgan Stanley
New York
|
+$51.8M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$31.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$25.6M |
| 5 |
BC
Bricktown Capital
Detroit,
Michigan
|
+$25.5M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$46.6M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$19.7M |
| 3 |
CCS
Concentric Capital Strategies
Stamford,
Connecticut
|
-$16.3M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$12.1M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$8.48M |
XLG Hedge Fund Activity: Q2 2024 in Review
384 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2024, worth a combined $2.95B — up 20% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new XLG positions and 25 closed out — a net gain of 51 holders — while 172 added to existing stakes and 81 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $46.6M.
- 384 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2024, up from 340 in Q1 2024.
- Funds reported $2.95B of Invesco S&P 500 Top 50 ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 76 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2024 and 25 closed out, a net change of +51 holders.
- The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $63.3M added.
- The largest Invesco S&P 500 Top 50 ETF seller in Q2 2024 was Goldman Sachs, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2024.