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Invesco S&P Emerging Markets Low Volatility ETF

45 hedge funds and large institutions have $196M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

58% more capital invested

Capital invested by funds: $124M → $196M (+$71.7M)

9.19% more ownership

Funds ownership: 64.35%73.54% (+9.2%)

7% more funds holding

Funds holding: 4245 (+3)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
19
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$113M +$39.4M +1,731,813 +53%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$20.7M +$3.94M +173,190 +23%
Bank of America
3
Bank of America
North Carolina
$15M +$12.5M +551,024 +475%
Morgan Stanley
4
Morgan Stanley
New York
$6.55M +$2.33M +102,575 +54%
QA
5
Quantitative Advantage
Minnesota
$4.91M +$4.96M +218,260 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.76M -$165K -7,237 -3%
M&T Bank
7
M&T Bank
New York
$2.81M +$2.84M +124,798 New
UBS Group
8
UBS Group
Switzerland
$2.65M +$9.8K +431 +0.4%
RJA
9
Raymond James & Associates
Florida
$2.63M -$63.2K -2,780 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.56M +$105K +4,597 +4%
FIM
11
Freedom Investment Management
Connecticut
$2.28M +$2.3M +101,246 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.26M +$1.42M +62,645 +165%
HCM
13
Hengehold Capital Management
Ohio
$1.98M -$14.9K -654 -0.7%
Wells Fargo
14
Wells Fargo
California
$1.94M +$15K +661 +0.8%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.59M +$1.61M +70,730 New
TH
16
TMFS Holdings
Kansas
$1.21M +$1.35M +59,409 New
LPL Financial
17
LPL Financial
California
$1.02M +$194K +8,539 +23%
TFA
18
Transamerica Financial Advisors
Florida
$986K -$529K -23,271 -35%
Jane Street
19
Jane Street
New York
$909K +$684K +30,064 +292%
BIA
20
Biondo Investment Advisors
Pennsylvania
$803K +$50K +2,200 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$688K -$7.71K -339 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$672K -$1.38M -60,683 -67%
AWMS
23
Advocacy Wealth Management Services
Georgia
$583K -$27.6K -1,214 -4%
CWM
24
Concert Wealth Management
California
$502K +$131K +5,779 +35%
BFPW
25
BOK Financial Private Wealth
Colorado
$418K +$177K +7,799 +72%

EELV Hedge Fund Activity: Q3 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q3 2016, worth a combined $196M — up 58% from $124M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EELV positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $39.4M. The largest seller was Royal Bank of Canada, cutting an estimated $1.38M.

  • 45 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $196M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q3 2016, up 58% quarter-over-quarter.
  • 8 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q3 2016 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q3 2016 was Invesco, an estimated $39.4M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q3 2016 was Royal Bank of Canada, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2016.