We are live on ! Find out more
EELV icon

Invesco S&P Emerging Markets Low Volatility ETF

36 hedge funds and large institutions have $91.2M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 3936 (-3)

20.67% less ownership

Funds ownership: 81.59%60.92% (-21%)

23% less capital invested

Capital invested by funds: $119M → $91.2M (-$27.7M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
10
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$52.2M -$3.84M -188,311 -8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$3.38M +165,626 +38%
Morgan Stanley
3
Morgan Stanley
New York
$3.85M +$2.28M +111,858 +190%
TFA
4
Transamerica Financial Advisors
Florida
$2.48M -$181K -8,866 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.43M -$68.9K -3,381 -3%
UBS Group
6
UBS Group
Switzerland
$2.28M +$1.08M +52,784 +109%
HCM
7
Hengehold Capital Management
Ohio
$1.99M +$177K +8,689 +11%
RJA
8
Raymond James & Associates
Florida
$1.66M +$1.5M +73,591 New
Bank of America
9
Bank of America
North Carolina
$1.42M -$242K -11,853 -16%
LPL Financial
10
LPL Financial
California
$1.26M +$580K +28,458 +99%
FIM
11
Freedom Investment Management
Connecticut
$1M -$475K -23,300 -34%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$908K +$196K +9,600 +31%
SBL
13
Sargent Bickham Lagudis
Colorado
$824K +$745K +36,552 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$703K +$37.5K +1,839 +6%
AWMS
15
Advocacy Wealth Management Services
Georgia
$640K -$8.25K -405 -1%
BIA
16
Biondo Investment Advisors
Pennsylvania
$573K +$132K +6,460 +34%
CIA
17
Choate Investment Advisors
Massachusetts
$459K -$27.4M -1,344,568 -99%
OMC
18
Old Mission Capital
Illinois
$422K +$35.9K +1,764 +10%
Jane Street
19
Jane Street
New York
$401K -$322K -15,817 -47%
Axa
20
Axa
France
$370K
P
21
Pitcairn
Pennsylvania
$338K +$306K +15,000 New
Wells Fargo
22
Wells Fargo
California
$257K -$123K -6,019 -35%
PAG
23
Private Advisor Group
New Jersey
$239K +$216K +10,600 New
SEI Investments
24
SEI Investments
Pennsylvania
$230K -$746K -36,611 -78%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$198K +9,700 New

EELV Hedge Fund Activity: Q1 2016 in Review

36 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q1 2016, worth a combined $91.2M — down 23% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EELV and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.38M. The largest seller was Choate Investment Advisors, cutting an estimated $27.4M.

  • 36 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q1 2016, down from 39 in Q4 2015.
  • Funds reported $91.2M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q1 2016, down 23% quarter-over-quarter.
  • 7 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q1 2016 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q1 2016 was Wealth Enhancement Advisory Services, an estimated $3.38M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q1 2016 was Choate Investment Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2016.