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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 $30.4M invested in Invesco BLDRS Developed Markets 100 ADR Index Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $30M → $30.4M (+$453K)

14% less funds holding

Funds holding: 2219 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
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
$24.7M +$668K +30,768 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.54M -$167K -7,714 -6%
Bank of America
3
Bank of America
North Carolina
$1.08M -$14K -645 -1%
UBS Group
4
UBS Group
Switzerland
$931K -$8.38K -386 -0.9%
CAM
5
Capstone Asset Management
Texas
$368K
VKH
6
Virtu KCG Holdings
New York
$242K -$113K -5,198 -32%
Jane Street
7
Jane Street
New York
$217K +$215K +9,889 New
Wells Fargo
8
Wells Fargo
California
$211K -$30.9K -1,425 -13%
QAM
9
QCI Asset Management
New York
$64K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31K +$26.3K +1,213 +607%
SPIA
11
Steward Partners Investment Advisory
New York
$23K +$10.2K +469 +78%
IA
12
IFP Advisors
Florida
$11K
Creative Planning
13
Creative Planning
Kansas
$6K
AG
14
Advisor Group
Arizona
$6K +$3.26K +150 +107%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2K
BlackRock
16
BlackRock
New York
$1K
IWM
17
IHT Wealth Management
Illinois
$31
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$970K -46,115 Closed
OC
19
Oppenheimer & Co
New York
-$281K -13,357 Closed
Citigroup
20
Citigroup
New York
-$19K -881 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$17K -806 Closed
RFA
22
Reilly Financial Advisors
California
-$5K -235 Closed
NFG
23
Next Financial Group
Texas
+$326 +15 New

ADRD Hedge Fund Activity: Q2 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) for Q2 2017, worth a combined $30.4M — up 1.5% from $30M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ADRD and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $668K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $970K sold.

  • 19 institutional investors held Invesco BLDRS Developed Markets 100 ADR Index Fund (ADRD) as of Q2 2017, down from 22 in Q1 2017.
  • Funds reported $30.4M of Invesco BLDRS Developed Markets 100 ADR Index Fund stock for Q2 2017, up 1.5% quarter-over-quarter.
  • 2 funds opened new Invesco BLDRS Developed Markets 100 ADR Index Fund positions in Q2 2017 and 5 closed out, a net change of -3 holders.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund buyer in Q2 2017 was Morgan Stanley, an estimated $668K added.
  • The largest Invesco BLDRS Developed Markets 100 ADR Index Fund seller in Q2 2017 was Susquehanna International Group, an estimated $970K sold.

Based on aggregated 13F filings for Q2 2017.