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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.53M +$751K +33,842 +44%
C1AG
52
Client 1st Advisory Group
Florida
$2.47M +$1.59M +71,895 +202%
AR
53
Apeiron RIA
Texas
$2.35M +$508K +22,927 +29%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.31M +$1.9M +85,625 +578%
Citigroup
55
Citigroup
New York
$2.29M +$727K +32,790 +49%
IDA
56
Intelligence Driven Advisers
California
$2.1M +$1.97M +88,985 New
AF
57
Advisornet Financial
Minnesota
$1.99M +$555K +25,039 +41%
SPAS
58
Spectrum Planning & Advisory Services
California
$1.97M -$407K -18,344 -18%
CWA
59
Clearview Wealth Advisors
Oregon
$1.94M -$527K -23,745 -22%
SL
60
Systelligence LLC
Minnesota
$1.88M – – –
VPP
61
Vertex Planning Partners
Illinois
$1.88M +$1.81M +81,624 New
HI
62
Harbour Investments
Wisconsin
$1.87M +$598K +26,983 +50%
TC
63
Titleist Capital
Texas
$1.83M +$208K +9,391 +13%
CSWM
64
Cassady Schiller Wealth Management
Ohio
$1.57M +$1.25M +56,241 +461%
WAS
65
Wealth Advisory Solutions
Indiana
$1.51M – – –
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.5M -$828K -37,344 -38%
IA
67
Insight Advisors
Pennsylvania
$1.41M +$1.36M +61,252 New
FWP
68
Firethorn Wealth Partners
Georgia
$1.4M +$232K +10,478 +21%
CF
69
Centaurus Financial
California
$1.37M -$195K -8,791 -13%
BAM
70
Belpointe Asset Management
Nevada
$1.35M +$295K +13,297 +29%
SFSG
71
Sound Financial Strategies Group
Mississippi
$1.35M +$1.3M +58,490 +108,315%
AWM
72
Apollon Wealth Management
South Carolina
$1.32M +$1.27M +57,201 New
DAS
73
Dynamic Advisor Solutions
Arizona
$1.31M +$43.6K +1,964 +4%
OMC
74
Old Mission Capital
Illinois
$1.29M -$2.41M -108,666 -66%
Citadel Advisors
75
Citadel Advisors
Florida
$1.27M +$1.22M +55,039 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.