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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
TFA
101
Transamerica Financial Advisors
Florida
$3K
TIM
102
Tortoise Investment Management
New York
$2.81K
BCMLT
103
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6K +$25 +1 +0.9%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.78K -$316K -12,749 -99%
AWM
105
AllSquare Wealth Management
New York
$1.52K
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$1.3K
HWM
107
HighMark Wealth Management
Minnesota
$1.28K +$25 +1 +2%
ICM
108
Islay Capital Management
Texas
$773
GWSG
109
GPS Wealth Strategies Group
Colorado
$702
AWM
110
AE Wealth Management
Kansas
$445 +$470 +19 New
CA
111
Continuum Advisory
Idaho
$375
IA
112
IFP Advisors
Florida
$127
IP
113
Ignite Planners
California
-$4.24M -162,400 Closed
AC
114
Avestar Capital
New York
-$2.05M -78,737 Closed
C1AG
115
Client 1st Advisory Group
Florida
-$334K -12,784 Closed
Stifel Financial
116
Stifel Financial
Missouri
-$326K -12,497 Closed
WT
117
Whittier Trust
California
-$168K -6,422 Closed
AF
118
Advisornet Financial
Minnesota
-$28.3K -1,083 Closed
AWM
119
Avior Wealth Management
Nebraska
-$11.7K -450 Closed

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.