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Invesco S&P Emerging Markets Low Volatility ETF

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: 107112 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
51
Balanced Wealth Group
Ohio
$524K +$8.27K +334 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$518K -$230K -9,301 -30%
JP Morgan Chase
53
JP Morgan Chase
New York
$506K -$1.13M -45,469 -68%
PA
54
Parallel Advisors
California
$489K -$10.6K -428 -2%
HNWAG
55
High Net Worth Advisory Group
Florida
$468K
CG
56
Caprock Group
Idaho
$405K +$428K +17,300 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$385K +$2.6K +105 +0.6%
Osaic Holdings
58
Osaic Holdings
Arizona
$375K -$130K -5,242 -25%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$370K +$198 +8 +0.1%
IAG
60
Investmark Advisory Group
Connecticut
$359K -$77.9K -3,148 -17%
CSWM
61
Cassady Schiller Wealth Management
Ohio
$351K -$6.93K -280 -2%
SW
62
SteelPeak Wealth
California
$348K +$965 +39 +0.3%
SWP
63
Stratos Wealth Partners
Ohio
$346K -$9.33K -377 -2%
CAG
64
Csenge Advisory Group
Florida
$344K +$5.3K +214 +1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$330K -$891 -36 -0.3%
O3W
66
Omni 360 Wealth
New Jersey
$320K +$8.79K +355 +3%
SMA
67
Sage Mountain Advisors
Georgia
$318K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$289K -$1.22M -49,243 -80%
CF
69
Collier Financial
Colorado
$270K +$286K +11,553 New
TAM
70
Titleist Asset Management
Texas
$264K -$34.6K -1,397 -11%
Mariner
71
Mariner
Kansas
$238K +$31.5K +1,274 +14%
JSW
72
Journey Strategic Wealth
New Jersey
$235K -$3.37K -136 -1%
BFS
73
Burkett Financial Services
South Carolina
$219K -$82.7K -3,342 -26%
MA
74
Mutual Advisors
Nebraska
$212K -$184K -7,439 -45%
HighTower Advisors
75
HighTower Advisors
Illinois
$209K -$217K -8,764 -49%

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.