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Invesco S&P Emerging Markets Low Volatility ETF

24 hedge funds and large institutions have $152M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 70.11%69.58% (-0.53%)

5% less capital invested

Capital invested by funds: $159M → $152M (-$7.26M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

17% less funds holding

Funds holding: 2924 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
10
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$82.5M +$3.53M +136,000 +5%
CIA
2
Choate Investment Advisors
Massachusetts
$43.1M -$51.8K -1,995 -0.1%
U
3
UBS
Switzerland
$6.43M -$424K -16,347 -6%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M -$2.52M -96,891 -39%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.34M +$2.35M +90,638 +263%
Bank of America
6
Bank of America
North Carolina
$3.28M -$2.45M -94,470 -43%
AIG
7
American International Group
New York
$2.66M +$101K +3,904 +4%
VKH
8
Virtu KCG Holdings
New York
$1.41M +$995K +38,308 +263%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.24M +$730K +28,130 +153%
AI
10
Atria Investments
North Carolina
$956K -$543K -20,899 -37%
PFS
11
Prospera Financial Services
Texas
$646K -$245K -9,422 -28%
Jane Street
12
Jane Street
New York
$634K +$34.8K +1,339 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$464K -$1.28M -49,488 -74%
Axa
14
Axa
France
$343K +$41.5K +1,600 +14%
PP
15
Patten & Patten
Tennessee
$284K -$15.6K -600 -5%
Ameriprise
16
Ameriprise
Minnesota
$270K -$5.97K -230 -2%
LPL Financial
17
LPL Financial
California
$249K +$13.7K +526 +6%
MFS
18
MSI Financial Services
Massachusetts
$95K -$559K -21,535 -86%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$85K +$4.18K +161 +5%
CFA
20
Carroll Financial Associates
North Carolina
$67K +$38.9K +1,500 +150%
ACM
21
Antonetti Capital Management
Florida
$67K +$65K +2,503 New
WA
22
WFG Advisors
Texas
$25K +$24.8K +955 New
Deutsche Bank
23
Deutsche Bank
Germany
$11K +$10.9K +420 New
Wells Fargo
24
Wells Fargo
California
$5K -$14.3K -550 -73%
FIM
25
Freedom Investment Management
Connecticut
-$436K -15,735 Closed

EELV Hedge Fund Activity: Q1 2014 in Review

24 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q1 2014, worth a combined $152M — down 4.5% from $159M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EELV and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Invesco, adding an estimated $3.53M. The largest seller was Morgan Stanley, cutting an estimated $2.52M.

  • 24 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q1 2014, down from 29 in Q4 2013.
  • Funds reported $152M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q1 2014, down 4.5% quarter-over-quarter.
  • 3 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q1 2014 and 7 closed out, a net change of -4 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q1 2014 was Invesco, an estimated $3.53M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q1 2014 was Morgan Stanley, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2014.