We are live on ! Find out more
EELV icon

Invesco S&P Emerging Markets Low Volatility ETF
EELV

161 hedge funds and large institutions have $821M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 29

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

29% more capital invested

Capital invested by funds: $635M → $821M (+$186M)

7% more funds holding

Funds holding: 151 → 161 (+10)

2.85% less ownership

Funds ownership: 79.83% → 76.97% (-2.9%)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.59%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
33
Increased
88
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$52M
2
OIA
OneDigital Investment Advisors
Kansas
+$12.8M
3
LPL Financial
LPL Financial
California
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
OWA
One Wealth Advisors
California
+$6.84M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.14M
2
FTUS
Flow Traders U.S.
New York
-$6M
3
PWA
Physician Wealth Advisors
Utah
-$4.68M
4
CPA
Capital Planning Advisors
California
-$2.58M
5
OMC
Old Mission Capital
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$6.78M +$88.2K +3,979 +1%
UBS Group
27
UBS Group
Switzerland
$6.44M +$1.3M +58,707 +27%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.85M +$1.3M +58,547 +30%
BC
29
Brio Consultants
California
$4.66M +$172K +7,776 +4%
SFS
30
Security Financial Services
Indiana
$4.65M +$180K +8,133 +4%
OAP
31
One Advisory Partners
Kansas
$4.25M +$72.3K +3,262 +2%
AWM
32
AE Wealth Management
Kansas
$3.96M +$458K +20,657 +14%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.87M +$625K +28,171 +20%
FFN
34
Focus Financial Network
Minnesota
$3.48M +$602K +27,139 +22%
FHA
35
Flagship Harbor Advisors
Massachusetts
$3.48M +$1.21M +54,721 +57%
LWMG
36
Levy Wealth Management Group
Pennsylvania
$3.42M +$3.3M +148,731 New
Mariner
37
Mariner
Kansas
$3.32M +$2.53M +114,079 +380%
SB
38
Strategic Blueprint
Georgia
$3.07M -$187K -8,419 -6%
IWC
39
Integrated Wealth Concepts
Massachusetts
$3.02M +$956K +43,120 +49%
AIC
40
Ayalon Insurance Company
Israel
$3M – – –
CG
41
Clifford Group
Massachusetts
$2.95M +$2.85M +128,332 New
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$2.92M – – –
KAS
43
Kestra Advisory Services
Texas
$2.83M +$1.11M +50,205 +69%
MFA
44
Mayflower Financial Advisors
Massachusetts
$2.8M +$650K +29,311 +32%
LL
45
LPWM LLC
Minnesota
$2.79M -$113K -5,079 -4%
FRA
46
FFG Retirement Advisors
Colorado
$2.75M +$2.65M +119,509 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.69M +$846K +38,132 +48%
BWM
48
BlackDiamond Wealth Management
New York
$2.64M +$136K +6,135 +6%
Deutsche Bank
49
Deutsche Bank
Germany
$2.6M +$963K +43,439 +62%
P
50
Palladiem
Pennsylvania
$2.55M +$2.46M +110,987 New
1
2
3 4 5

EELV Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q4 2022, worth a combined $821M — up 29% from $635M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EELV positions and 18 closed out — a net gain of 15 holders — while 88 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $52M. The largest seller was Jane Street, exiting entirely with an estimated $9.14M sold.

  • 161 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q4 2022, up from 151 in Q3 2022.
  • Funds reported $821M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 33 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q4 2022 and 18 closed out, a net change of +15 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $52M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q4 2022 was Jane Street, an estimated $9.14M sold.

Based on aggregated 13F filings for Q4 2022.