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Invesco S&P Emerging Markets Low Volatility ETF

39 hedge funds and large institutions have $119M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.51% more ownership

Funds ownership: 70.08%81.59% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 4039 (-1)

14% less capital invested

Capital invested by funds: $139M → $119M (-$20.1M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$50.7M -$30.6M -1,421,305 -36%
CIA
2
Choate Investment Advisors
Massachusetts
$34.9M +$463K +21,476 +2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.93M +$5.7M +264,540 +151%
Citadel Advisors
4
Citadel Advisors
Florida
$3.44M +$3.27M +151,735 +856%
TFA
5
Transamerica Financial Advisors
Florida
$2.41M -$29.3K -1,359 -1%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.25M +$240K +11,130 +11%
HCM
7
Hengehold Capital Management
Ohio
$1.61M +$1.45M +67,395 +555%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.54M +$1.63M +75,651 +42,263%
Bank of America
9
Bank of America
North Carolina
$1.51M -$279K -12,962 -15%
FIM
10
Freedom Investment Management
Connecticut
$1.37M +$1.11M +51,538 +319%
Morgan Stanley
11
Morgan Stanley
New York
$1.19M -$86.2K -4,000 -6%
UBS Group
12
UBS Group
Switzerland
$984K -$2.52M -116,882 -71%
SEI Investments
13
SEI Investments
Pennsylvania
$949K -$716K -33,194 -41%
VKH
14
Virtu KCG Holdings
New York
$805K -$2.41M -111,881 -74%
Jane Street
15
Jane Street
New York
$682K -$685K -31,763 -49%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$622K +$32.4K +1,501 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$595K +$160K +7,420 +34%
AWMS
18
Advocacy Wealth Management Services
Georgia
$584K +$620K +28,765 New
LPL Financial
19
LPL Financial
California
$570K +$620K +28,772 New
OFG
20
OTA Financial Group
New York
$456K +$469K +21,745 New
BIA
21
Biondo Investment Advisors
Pennsylvania
$384K +$50.3K +2,335 +14%
Wells Fargo
22
Wells Fargo
California
$353K +$14.4K +667 +4%
OMC
23
Old Mission Capital
Illinois
$344K -$723K -33,535 -66%
Axa
24
Axa
France
$333K +$56.1K +2,600 +19%
PFS
25
Prospera Financial Services
Texas
$305K -$64.7K -3,000 -17%

EELV Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q4 2015, worth a combined $119M — down 14% from $139M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EELV and 4 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 14 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.7M. The largest seller was Invesco, cutting an estimated $30.6M.

  • 39 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q4 2015, down from 40 in Q3 2015.
  • Funds reported $119M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q4 2015, down 14% quarter-over-quarter.
  • 4 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q4 2015 and 5 closed out, a net change of -1 holder.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q4 2015 was Wealth Enhancement Advisory Services, an estimated $5.7M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q4 2015 was Invesco, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2015.