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ADRD

Invesco BLDRS Developed Markets 100 ADR Index Fund

Delisted

ADRD was delisted on the 13th of February, 2020.

19 hedge funds and large institutions have $17.7M invested in Invesco BLDRS Developed Markets 100 ADR Index Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $15.5M → $17.7M (+$2.26M)

0% more funds holding

Funds holding: 1919 (0)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.7M +$145K +6,302 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.73M +$1.67M +72,876 New
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.28M +$46.1K +2,007 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$983K -$63.5K -2,765 -6%
Bank of America
5
Bank of America
North Carolina
$720K -$137K -5,948 -16%
VKH
6
Virtu KCG Holdings
New York
$602K +$585K +25,487 New
NIC
7
Northwest Investment Counselors
Oregon
$466K -$8.96K -390 -2%
Jane Street
8
Jane Street
New York
$411K -$420K -18,267 -51%
CAM
9
Capstone Asset Management
Texas
$260K
Wells Fargo
10
Wells Fargo
California
$232K +$5.95K +259 +3%
U
11
UBS
Switzerland
$166K -$24.7K -1,075 -13%
QAM
12
QCI Asset Management
New York
$69K -$4.59K -200 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$44K -$5.28K -230 -11%
Citigroup
14
Citigroup
New York
$34K
Creative Planning
15
Creative Planning
Kansas
$23K +$16.2K +707 +270%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$21K
WCM
17
Windsor Capital Management
Arizona
$15K +$138 +6 +1%
TFA
18
Transamerica Financial Advisors
Florida
$7K +$6.78K +295 New
TRCT
19
Tower Research Capital (TRC)
New York
$5K +$4.59K +200 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$619K -28,852 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
-$130K -6,000 Closed
GHAM
22
Gilman Hill Asset Management
Connecticut
-$100K -4,631 Closed

ADRD Hedge Fund Activity: Q3 2013 in Review

19 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) for Q3 2013, worth a combined $17.7M — up 15% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ADRD positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $619K sold.

  • 19 institutional investors held Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $17.7M of Invesco BLDRS Developed Markets 100 ADR Index Fund stock for Q3 2013, up 15% quarter-over-quarter.
  • 4 funds opened new Invesco BLDRS Developed Markets 100 ADR Index Fund positions in Q3 2013 and 3 closed out, a net change of +1 holder.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund buyer in Q3 2013 was Cambridge Investment Research Advisors, an estimated $1.67M added.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund seller in Q3 2013 was Susquehanna International Group, an estimated $619K sold.

Based on aggregated 13F filings for Q3 2013.