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Invesco S&P Emerging Markets Low Volatility ETF
EELV

112 hedge funds and large institutions have $295M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 107 → 112 (+5)

3.61% more ownership

Funds ownership: 71.75% → 75.36% (+3.6%)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $316M → $295M (-$20.3M)

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.19M
3
OMC
Old Mission Capital
Illinois
+$6.13M
4
IC
IEQ Capital
California
+$1.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$985K

Top Sellers

Rank Fund Capital Flow
1
SA
Scarborough Advisors
Maryland
-$5M
2
IP
Ignite Planners
California
-$4.24M
3
Jane Street
Jane Street
New York
-$3.01M
4
Invesco
Invesco
Georgia
-$2.29M
5
AC
Avestar Capital
New York
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$2.31M +$2.44M +98,515 New
SA
27
Scarborough Advisors
Maryland
$2.01M -$5M -202,042 -70%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.76M -$325K -13,127 -15%
Jane Street
29
Jane Street
New York
$1.74M -$3.01M -121,782 -62%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$1.69M +$562K +22,698 +46%
IC
31
IEQ Capital
California
$1.43M +$1.52M +61,252 New
PIWA
32
Prevail Innovative Wealth Advisors
Kansas
$1.41M +$359K +14,498 +32%
LSPW
33
Lake Street Private Wealth
Illinois
$1.4M +$31.8K +1,284 +2%
BWM
34
BKM Wealth Management
Wisconsin
$1.38M +$1.14K +46 +0.1%
EH
35
Equitable Holdings
New York
$1.25M +$127K +5,139 +11%
C
36
Certuity
Florida
$1.19M -$192K -7,755 -13%
CWM
37
Congress Wealth Management
Massachusetts
$1.11M +$16K +646 +1%
PAS
38
Park Avenue Securities
New York
$1.09M +$313K +12,627 +37%
IAG
39
Ipsen Advisor Group
Arkansas
$1M +$1.06M +42,826 New
ALA
40
Atlas Legacy Advisors
California
$951K +$1.01M +40,606 New
P
41
&Partners
Tennessee
$904K -$230K -9,279 -19%
CAL
42
Capital Analysts LLC
Pennsylvania
$898K +$80.1K +3,237 +9%
AAS
43
Avantax Advisory Services
Texas
$866K -$41K -1,658 -4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$824K +$48.6K +1,963 +6%
MWM
45
Manske Wealth Management
Texas
$687K +$726K +29,334 New
MA
46
MONECO Advisors
Connecticut
$652K +$126K +5,086 +22%
LCM
47
Lunt Capital Management
Utah
$640K +$375K +15,163 +125%
RWM
48
Riverchase Wealth Management
Texas
$571K +$604K +24,384 New
RA
49
RFG Advisory
Alabama
$545K +$576K +23,265 New
FA
50
Fermata Advisors
California
$535K +$287K +11,585 +103%
1
2
3 4 5

EELV Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q4 2024, worth a combined $295M — down 6.4% from $316M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EELV positions and 7 closed out — a net gain of 8 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.1M. The largest seller was Scarborough Advisors, cutting an estimated $5M.

  • 112 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $295M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q4 2024, down 6.4% quarter-over-quarter.
  • 15 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q4 2024 was Ameriprise, an estimated $10.1M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q4 2024 was Scarborough Advisors, an estimated $5M sold.

Based on aggregated 13F filings for Q4 2024.