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ADRD

Invesco BLDRS Developed Markets 100 ADR Index Fund

Delisted

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

15 hedge funds and large institutions have $19M invested in Invesco BLDRS Developed Markets 100 ADR Index Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

3% more capital invested

Capital invested by funds: $18.5M → $19M (+$473K)

21% less funds holding

Funds holding: 1915 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.5M +$281K +11,374 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.35M +$317K +12,855 +16%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.31M -$21.7K -879 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.1M +$48.5K +1,963 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$937K +$935K +37,896 New
Bank of America
6
Bank of America
North Carolina
$656K +$1.26K +51 +0.2%
Wells Fargo
7
Wells Fargo
California
$297K -$2.62K -106 -0.9%
VKH
8
Virtu KCG Holdings
New York
$289K -$487K -19,731 -63%
CAM
9
Capstone Asset Management
Texas
$273K
U
10
UBS
Switzerland
$107K +$12.2K +493 +13%
QAM
11
QCI Asset Management
New York
$73K
Citigroup
12
Citigroup
New York
$30K +$16.2K +655 +117%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$22K
Creative Planning
14
Creative Planning
Kansas
$16K +$9.87K +400 +153%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12K
LPL Financial
16
LPL Financial
California
-$313K -12,482 Closed
GHAM
17
Gilman Hill Asset Management
Connecticut
-$116K -4,631 Closed
TFA
18
Transamerica Financial Advisors
Florida
-$34K -1,322 Closed
WCM
19
Windsor Capital Management
Arizona
-$16K -625 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$4K -175 Closed

ADRD Hedge Fund Activity: Q1 2014 in Review

15 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) for Q1 2014, worth a combined $19M — up 2.6% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ADRD and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $935K. The largest seller was Virtu KCG Holdings, cutting an estimated $487K.

  • 15 institutional investors held Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) as of Q1 2014, down from 19 in Q4 2013.
  • Funds reported $19M of Invesco BLDRS Developed Markets 100 ADR Index Fund stock for Q1 2014, up 2.6% quarter-over-quarter.
  • 1 fund opened new Invesco BLDRS Developed Markets 100 ADR Index Fund positions in Q1 2014 and 5 closed out, a net change of -4 holders.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $935K added.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund seller in Q1 2014 was Virtu KCG Holdings, an estimated $487K sold.

Based on aggregated 13F filings for Q1 2014.