iShares MSCI Peru and Global Exposure ETF
EPU
27 hedge funds and large institutions have $33.4M invested in iShares MSCI Peru and Global Exposure ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 9 closing their positions.
32% more capital invested
Capital invested by funds: $25.2M → $33.4M (+$8.12M)
2.8% more ownership
Funds ownership: 22.58% → 25.38% (+2.8%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
4% less funds holding
Funds holding: 28 → 27 (-1)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.13M |
| 2 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
+$1.58M |
| 3 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$970K |
| 4 |
FCC
Florin Court Capital
London,
United Kingdom
|
+$558K |
| 5 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.05M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$319K |
| 3 |
Man Group
London,
United Kingdom
|
-$308K |
| 4 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$232K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4FG
26
4Thought Financial Group
Syosset,
New York
| $1.39K | -$30 | -1 | -2% |
|
|
AAS
27
Ameritas Advisory Services
Lincoln,
Nebraska
| $625 | +$602 | +20 | New |
|
|
HCP
28
Hexagon Capital Partners
Rogers,
Arkansas
| $183 | -$90 | -3 | -33% |
|
|
29
Stifel Financial
St. Louis,
Missouri
| – | -$319K | -11,135 | Closed |
|
|
GI
30
Glovista Investments
Jersey City,
New Jersey
| – | -$232K | -8,119 | Closed |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| – | -$213K | -7,418 | Closed |
|
|
JIR
32
James Investment Research
Alpha,
Ohio
| – | -$17K | -606 | Closed |
|
|
NFSG
33
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$3.73K | -130 | Closed |
|
|
PIMG
34
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$284 | -9 | Closed |
|
|
TC
35
Truvestments Capital
Sarasota,
Florida
| – | -$57 | -2 | Closed |
|
EPU Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q1 2023, worth a combined $33.4M — up 32% from $25.2M a quarter earlier.
Fund positioning in EPU was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 6 added to existing stakes and 8 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.13M. The largest seller was Old Mission Capital, cutting an estimated $1.05M.
- 27 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $33.4M of iShares MSCI Peru and Global Exposure ETF stock for Q1 2023, up 32% quarter-over-quarter.
- 9 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q1 2023 and 9 closed out, a net change of 0 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q1 2023 was Millennium Management, an estimated $2.13M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q1 2023 was Old Mission Capital, an estimated $1.05M sold.
Based on aggregated 13F filings for Q1 2023.