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ADRD

Invesco BLDRS Developed Markets 100 ADR Index Fund

Delisted

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

23 hedge funds and large institutions have $26.2M invested in Invesco BLDRS Developed Markets 100 ADR Index Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding

Funds holding: 1823 (+5)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

8% less capital invested

Capital invested by funds: $28.7M → $26.2M (-$2.44M)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M +$142K +6,248 +0.6%
Goldman Sachs
2
Goldman Sachs
New York
$1.23M
Bank of America
3
Bank of America
North Carolina
$408K +$23K +1,014 +5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$403K -$291K -12,834 -40%
Jane Street
5
Jane Street
New York
$355K +$64.5K +2,845 +20%
PAG
6
Private Advisor Group
New Jersey
$339K +$371K +16,371 New
LPL Financial
7
LPL Financial
California
$324K +$340K +15,010 New
Wells Fargo
8
Wells Fargo
California
$293K +$6.8K +300 +2%
UBS Group
9
UBS Group
Switzerland
$272K +$31.5K +1,390 +12%
SPC
10
Sigma Planning Corp
Michigan
$264K -$138K -6,096 -32%
CAM
11
Capstone Asset Management
Texas
$227K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$205K +$214K +9,424 +1,885%
KF
13
Krilogy Financial
Missouri
$72K +$78.5K +3,459 New
QAM
14
QCI Asset Management
New York
$61K
SSB
15
Sandy Spring Bank
Maryland
$45K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$44K -$8.98K -396 -16%
Citigroup
17
Citigroup
New York
$35K -$12.1K -532 -24%
Creative Planning
18
Creative Planning
Kansas
$32K +$35.2K +1,550 New
WCM
19
Windsor Capital Management
Arizona
$13K +$14.4K +634 New
AIG
20
American International Group
New York
$12K -$2.83K -125 -19%
TRCT
21
Tower Research Capital (TRC)
New York
$2K -$1.41K -62 -42%
NFG
22
Next Financial Group
Texas
$1K

ADRD Hedge Fund Activity: Q3 2015 in Review

23 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) for Q3 2015, worth a combined $26.2M — down 8.5% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ADRD positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $371K. The largest seller was Susquehanna International Group, cutting an estimated $291K.

  • 23 institutional investors held Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) as of Q3 2015, up from 18 in Q2 2015.
  • Funds reported $26.2M of Invesco BLDRS Developed Markets 100 ADR Index Fund stock for Q3 2015, down 8.5% quarter-over-quarter.
  • 5 funds opened new Invesco BLDRS Developed Markets 100 ADR Index Fund positions in Q3 2015 and 0 closed out, a net change of +5 holders.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund buyer in Q3 2015 was Private Advisor Group, an estimated $371K added.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund seller in Q3 2015 was Susquehanna International Group, an estimated $291K sold.

Based on aggregated 13F filings for Q3 2015.