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Invesco S&P Emerging Markets Low Volatility ETF

43 hedge funds and large institutions have $196M invested in Invesco S&P Emerging Markets Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $204M → $196M (-$7.74M)

2.76% less ownership

Funds ownership: 71.58%68.82% (-2.8%)

9% less funds holding

Funds holding: 4743 (-4)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$141M -$891K -39,027 -0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.98M -$74.5K -3,261 -1%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$5.7M +$177K +7,735 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.91M -$85.1K -3,729 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.53M -$348K -15,231 -7%
Wells Fargo
6
Wells Fargo
California
$4.41M +$1.85M +81,165 +77%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.06M +$681K +29,829 +21%
UBS Group
8
UBS Group
Switzerland
$2.56M +$166K +7,275 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.22M +$341K +14,921 +19%
LPL Financial
10
LPL Financial
California
$2.17M -$36.5K -1,600 -2%
FTUS
11
Flow Traders U.S.
New York
$1.91M +$1.5M +65,605 +428%
EH
12
Equitable Holdings
New York
$1.83M +$7.53K +330 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.66M -$854K -37,417 -35%
DIA
14
Dana Investment Advisors
Wisconsin
$1.57M +$112K +4,920 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.33M -$70.3K -3,078 -5%
Bank of America
16
Bank of America
North Carolina
$1.2M +$48.9K +2,141 +4%
BWA
17
Burt Wealth Advisors
Maryland
$1.2M -$40K -1,750 -3%
RJA
18
Raymond James & Associates
Florida
$1.13M -$6.35K -278 -0.6%
Citadel Advisors
19
Citadel Advisors
Florida
$979K -$46.2K -2,025 -5%
Jane Street
20
Jane Street
New York
$831K +$479K +20,964 +147%
Osaic Holdings
21
Osaic Holdings
Arizona
$619K +$427K +18,684 +246%
Morgan Stanley
22
Morgan Stanley
New York
$443K +$135K +5,898 +46%
Citigroup
23
Citigroup
New York
$431K +$21.2K +929 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$326K +$5.07K +222 +2%
SW
25
SteelPeak Wealth
California
$295K +$286K +12,526 New

EELV Hedge Fund Activity: Q1 2021 in Review

43 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) for Q1 2021, worth a combined $196M — down 3.8% from $204M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EELV and 5 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $1.85M. The largest seller was PFS Investments, exiting entirely with an estimated $13.4M sold.

  • 43 institutional investors held Invesco S&P Emerging Markets Low Volatility ETF (EELV) as of Q1 2021, down from 47 in Q4 2020.
  • Funds reported $196M of Invesco S&P Emerging Markets Low Volatility ETF stock for Q1 2021, down 3.8% quarter-over-quarter.
  • 5 funds opened new Invesco S&P Emerging Markets Low Volatility ETF positions in Q1 2021 and 8 closed out, a net change of -3 holders.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.85M added.
  • The largest Invesco S&P Emerging Markets Low Volatility ETF seller in Q1 2021 was PFS Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.