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Invesco S&P Emerging Markets Low Volatility ETF

40 hedge funds and large institutions have $139M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 3740 (+3)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

0.03% less ownership

Funds ownership: 70.11%70.08% (-0.03%)

16% less capital invested

Capital invested by funds: $165M → $139M (-$26.3M)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$82.3M +$4.74M +208,433 +6%
CIA
2
Choate Investment Advisors
Massachusetts
$28.2M -$289K -12,717 -0.9%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.94M -$5.06M -222,143 -56%
UBS Group
4
UBS Group
Switzerland
$3.47M -$662K -29,071 -15%
VKH
5
Virtu KCG Holdings
New York
$3.18M +$3.45M +151,552 New
TFA
6
Transamerica Financial Advisors
Florida
$2.52M +$389K +17,089 +17%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.1M +$368K +16,172 +19%
Bank of America
8
Bank of America
North Carolina
$1.84M -$1.16M -50,802 -37%
SEI Investments
9
SEI Investments
Pennsylvania
$1.68M +$1.77M +77,941 +3,769%
Jane Street
10
Jane Street
New York
$1.37M -$28.3K -1,243 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.32M -$995K -43,730 -41%
OMC
12
Old Mission Capital
Illinois
$1.06M -$422K -18,544 -27%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$815K +$884K +38,826 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$612K +$194K +8,525 +41%
JP Morgan Chase
15
JP Morgan Chase
New York
$505K -$195K -8,563 -26%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$460K +$9.17K +403 +2%
AIG
17
American International Group
New York
$400K +$380K +16,687 +698%
PFS
18
Prospera Financial Services
Texas
$379K -$159K -7,007 -28%
Citadel Advisors
19
Citadel Advisors
Florida
$372K +$15.8K +694 +4%
Wells Fargo
20
Wells Fargo
California
$351K -$1.29M -56,743 -77%
BIA
21
Biondo Investment Advisors
Pennsylvania
$349K +$75.3K +3,310 +25%
Mariner
22
Mariner
Kansas
$294K +$319K +14,015 New
Axa
23
Axa
France
$289K
Stifel Financial
24
Stifel Financial
Missouri
$281K +$3.21K +141 +1%
HCM
25
Hengehold Capital Management
Ohio
$255K +$614 +27 +0.2%

EELV Hedge Fund Activity: Q3 2015 in Review

40 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q3 2015, worth a combined $139M — down 16% from $165M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EELV positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, adding an estimated $4.74M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $5.06M.

  • 40 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q3 2015, up from 37 in Q2 2015.
  • Funds reported $139M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q3 2015, down 16% quarter-over-quarter.
  • 9 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q3 2015 was Invesco, an estimated $4.74M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q3 2015 was Wealth Enhancement Advisory Services, an estimated $5.06M sold.

Based on aggregated 13F filings for Q3 2015.