Invesco S&P Emerging Markets Low Volatility ETF
EELV
51 hedge funds and large institutions have $165M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 16 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
16% less funds holding
Funds holding: 61 → 51 (-10)
21.42% less ownership
Funds ownership: 85.51% → 64.09% (-21%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
71% less capital invested
Capital invested by funds: $570M → $165M (-$405M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.71M |
| 2 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$5.08M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$1.92M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$665K |
| 5 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$418M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.85M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.66M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.94M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.38M |
EELV Hedge Fund Activity: Q3 2018 in Review
51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q3 2018, worth a combined $165M — down 71% from $570M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EELV and 6 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 21 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $9.71M. The largest seller was Gradient Investments, cutting an estimated $418M.
- 51 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q3 2018, down from 61 in Q2 2018.
- Funds reported $165M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q3 2018, down 71% quarter-over-quarter.
- 6 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q3 2018 and 16 closed out, a net change of -10 holders.
- The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q3 2018 was Wealth Enhancement Advisory Services, an estimated $9.71M added.
- The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q3 2018 was Gradient Investments, an estimated $418M sold.
Based on aggregated 13F filings for Q3 2018.