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Invesco S&P Emerging Markets Low Volatility ETF

58 hedge funds and large institutions have $228M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

1.6% less ownership

Funds ownership: 70.64%69.05% (-1.6%)

5% less funds holding

Funds holding: 6158 (-3)

9% less capital invested

Capital invested by funds: $250M → $228M (-$22.1M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
26
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$78.7M +$4.39M +188,362 +6%
Invesco
2
Invesco
Georgia
$40.6M -$3.3M -141,562 -7%
PI
3
PFS Investments
Georgia
$21.1M -$1.26M -54,033 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M -$891K -38,197 -5%
SHJ
5
Sharkey, Howes & Javer
Colorado
$9.85M -$2.46M -105,433 -20%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.28M +$129K +5,550 +2%
Morgan Stanley
7
Morgan Stanley
New York
$6.26M +$251K +10,767 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.02M +$2.32M +99,393 +60%
Bank of America
9
Bank of America
North Carolina
$4.76M -$1.56M -67,097 -24%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$3.81M +$2.35M +100,836 +151%
RJA
11
Raymond James & Associates
Florida
$3.48M -$239K -10,250 -6%
LPL Financial
12
LPL Financial
California
$3.32M +$108K +4,621 +3%
Wells Fargo
13
Wells Fargo
California
$3.12M +$404K +17,322 +14%
Citadel Advisors
14
Citadel Advisors
Florida
$2.99M +$2.49M +106,826 +430%
CFA
15
Carroll Financial Associates
North Carolina
$2.96M +$125K +5,370 +4%
Axa
16
Axa
France
$1.61M +$146K +6,250 +10%
Jane Street
17
Jane Street
New York
$1.36M +$427K +18,314 +44%
UBS Group
18
UBS Group
Switzerland
$1.32M +$290K +12,424 +27%
Ameriprise
19
Ameriprise
Minnesota
$1.19M -$1.68M -71,953 -58%
AG
20
Advisor Group
Arizona
$1.18M +$845K +36,255 +232%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.01M +$87.2K +3,738 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$796K +$33.2K +1,422 +4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$770K +$790K +33,895 New
NA
24
NewEdge Advisors
Louisiana
$685K +$690K +29,581 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$637K +$64.9K +2,785 +11%

EELV Hedge Fund Activity: Q3 2019 in Review

58 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q3 2019, worth a combined $228M — down 8.8% from $250M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EELV and 8 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 26 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.39M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $5.25M sold.

  • 58 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q3 2019, down from 61 in Q2 2019.
  • Funds reported $228M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q3 2019, down 8.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q3 2019 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q3 2019 was Wealth Enhancement Advisory Services, an estimated $4.39M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q3 2019 was Rainey & Randall Wealth Advisors, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2019.