We are live on ! Find out more
ADRD

Invesco BLDRS Developed Markets 100 ADR Index Fund

Delisted

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

24 hedge funds and large institutions have $29.6M invested in Invesco BLDRS Developed Markets 100 ADR Index Fund in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 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

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $26.2M → $29.6M (+$3.38M)

4% more funds holding

Funds holding: 2324 (+1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
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
$22.5M +$649K +29,982 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.55M +$1.6M +74,011 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.32M +$1.36M +62,993 New
Goldman Sachs
4
Goldman Sachs
New York
$1.25M
UBS Group
5
UBS Group
Switzerland
$562K +$297K +13,713 +105%
Bank of America
6
Bank of America
North Carolina
$480K +$69.2K +3,198 +16%
Wells Fargo
7
Wells Fargo
California
$391K +$97.3K +4,499 +32%
LPL Financial
8
LPL Financial
California
$346K +$38.9K +1,799 +12%
PAG
9
Private Advisor Group
New Jersey
$315K -$28.7K -1,325 -8%
Jane Street
10
Jane Street
New York
$248K -$115K -5,305 -31%
CAM
11
Capstone Asset Management
Texas
$230K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$179K -$28.8K -1,329 -13%
QAM
13
QCI Asset Management
New York
$61K
SSB
14
Sandy Spring Bank
Maryland
$46K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$46K +$173 +8 +0.4%
KF
16
Krilogy Financial
Missouri
$45K -$28.1K -1,298 -38%
Creative Planning
17
Creative Planning
Kansas
$32K
Citigroup
18
Citigroup
New York
$23K -$12.5K -579 -34%
AIG
19
American International Group
New York
$12K
TRCT
20
Tower Research Capital (TRC)
New York
$5K +$3.61K +167 +199%
IA
21
IFP Advisors
Florida
$4K +$4.43K +205 New
BlackRock
22
BlackRock
New York
$1K +$757 +35 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$403K -19,490 Closed
SPC
24
Sigma Planning Corp
Michigan
-$264K -12,769 Closed
WCM
25
Windsor Capital Management
Arizona
-$13K -634 Closed

ADRD Hedge Fund Activity: Q4 2015 in Review

24 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) for Q4 2015, worth a combined $29.6M — up 13% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ADRD positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $403K sold.

  • 24 institutional investors held Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) as of Q4 2015, up from 23 in Q3 2015.
  • Funds reported $29.6M of Invesco BLDRS Developed Markets 100 ADR Index Fund stock for Q4 2015, up 13% quarter-over-quarter.
  • 4 funds opened new Invesco BLDRS Developed Markets 100 ADR Index Fund positions in Q4 2015 and 3 closed out, a net change of +1 holder.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $1.6M added.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund seller in Q4 2015 was Susquehanna International Group, an estimated $403K sold.

Based on aggregated 13F filings for Q4 2015.