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ADRE

Invesco BLDRS Emerging Markets 50 ADR Index Fund

Delisted

ADRE was delisted on the 30th of March, 2023.

40 hedge funds and large institutions have $15.4M invested in Invesco BLDRS Emerging Markets 50 ADR Index Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% less funds holding

Funds holding: 4140 (-1)

33% less capital invested

Capital invested by funds: $23.1M → $15.4M (-$7.7M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
26
QCI Asset Management
New York
$31K
AA
27
Ancora Advisors
Ohio
$30K
CFA
28
Carroll Financial Associates
North Carolina
$20K
GWS
29
Glassman Wealth Services
Virginia
$20K
LS
30
Leelyn Smith
Illinois
$13K
CFGS
31
Concourse Financial Group Securities
Alabama
$13K +$4.05K +100 +33%
LFG
32
LifePlan Financial Group
Ohio
$12K
IFAM
33
Institutional & Family Asset Management
Colorado
$9K
AIC
34
Ameritas Investment Company
Nebraska
$5K +$6.08K +150 New
Citigroup
35
Citigroup
New York
$4K
AIM
36
Anchor Investment Management
South Carolina
$3.34K
ADL
37
Asset Dedication LLC
California
$1K
BlackRock
38
BlackRock
New York
$1K
LGWM
39
Litman Gregory Wealth Management
California
$1K +$892 +22 New
SIA
40
Starfire Investment Advisers
Michigan
-$264K -5,998 Closed
EHC
41
Everett Harris & Co
California
-$226K -5,120 Closed
EWM
42
Endurance Wealth Management
Rhode Island
-$44K -1,000 Closed
IWP
43
IAG Wealth Partners
Wisconsin
-$16K -350 Closed
LWA
44
Lowe Wealth Advisors
Maryland
-$10K -227 Closed
TRCT
45
Tower Research Capital (TRC)
New York
-$2K -45 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
+$41 +1 New

ADRE Hedge Fund Activity: Q1 2020 in Review

40 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) for Q1 2020, worth a combined $15.4M — down 33% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ADRE positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.58M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.48M.

  • 40 institutional investors held Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $15.4M of Invesco BLDRS Emerging Markets 50 ADR Index Fund stock for Q1 2020, down 33% quarter-over-quarter.
  • 8 funds opened new Invesco BLDRS Emerging Markets 50 ADR Index Fund positions in Q1 2020 and 6 closed out, a net change of +2 holders.
  • The largest Invesco BLDRS Emerging Markets 50 ADR Index Fund buyer in Q1 2020 was Jane Street, an estimated $1.58M added.
  • The largest Invesco BLDRS Emerging Markets 50 ADR Index Fund seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $4.48M sold.

Based on aggregated 13F filings for Q1 2020.