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Invesco S&P Emerging Markets Low Volatility ETF

116 hedge funds and large institutions have $611M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.34% more ownership

Funds ownership: 81.4%83.74% (+2.3%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 116116 (0)

4% less capital invested

Capital invested by funds: $637M → $611M (-$25.2M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
37
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Clifford Group
Massachusetts
$3.71M +$172K +7,298 +5%
CAN
27
Cetera Advisor Networks
California
$3.65M -$983K -41,788 -21%
Citigroup
28
Citigroup
New York
$3.29M -$47.7K -2,025 -1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.04M +$21.8K +926 +0.7%
AIC
30
Ayalon Insurance Company
Israel
$2.94M
HIIFS
31
Harel Insurance Investments & Financial Services
Israel
$2.86M
LL
32
LPWM LLC
Minnesota
$2.76M +$74K +3,146 +3%
TAM
33
Titleist Asset Management
Texas
$2.65M +$43.9K +1,864 +2%
LWMG
34
Levy Wealth Management Group
Pennsylvania
$2.63M -$350K -14,870 -11%
FHA
35
Flagship Harbor Advisors
Massachusetts
$2.59M +$79.2K +3,364 +3%
RWM
36
Revisor Wealth Management
Ohio
$2.51M +$484K +20,569 +23%
CSWM
37
Cassady Schiller Wealth Management
Ohio
$2.5M +$300K +12,745 +13%
P
38
Palladiem
Pennsylvania
$2.46M -$56.2K -2,389 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.03M +$26.6K +1,129 +1%
Stifel Financial
40
Stifel Financial
Missouri
$1.97M +$8.87K +377 +0.4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.86M -$25K -1,063 -1%
FTUS
42
Flow Traders U.S.
New York
$1.75M +$1.42M +60,400 +349%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.42M -$507K -21,551 -25%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$809K +34,400 +125%
DAS
45
Dynamic Advisor Solutions
Arizona
$1.23M -$139K -5,894 -10%
IP
46
Ignite Planners
California
$1.16M +$1.23M +52,448 New
EH
47
Equitable Holdings
New York
$1.15M -$632K -26,867 -34%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.14M +$302K +12,819 +34%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M -$62.8K -2,667 -5%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.09M -$335K -14,217 -23%

EELV Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q3 2023, worth a combined $611M — down 4% from $637M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EELV positions and 15 closed out — a net gain of 1 holder — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $16.5M.

  • 116 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $611M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q3 2023, down 4% quarter-over-quarter.
  • 16 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q3 2023 and 15 closed out, a net change of +1 holder.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $27.7M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q3 2023 was Morgan Stanley, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2023.