iShares MSCI Peru and Global Exposure ETF
EPU
30 hedge funds and large institutions have $35.2M invested in iShares MSCI Peru and Global Exposure ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
67% more capital invested
Capital invested by funds: $21.1M → $35.2M (+$14.1M)
50% more funds holding
Funds holding: 20 → 30 (+10)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
10.37% more ownership
Funds ownership: 19.25% → 29.61% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$3.35M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.87M |
| 4 |
Jane Street
New York
|
+$1.53M |
| 5 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$1.86M |
| 2 |
Korea Investment Corp
Seoul,
South Korea
|
-$994K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$331K |
| 5 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
26
Hexagon Capital Partners
Rogers,
Arkansas
| $483 | +$41 | +1 | +9% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $161 | -$537 | -13 | -76% |
|
|
AFWM
28
Abich Financial Wealth Management
Ashburn,
Virginia
| $80 | +$83 | +2 | New |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $80 | +$83 | +2 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $40 | +$41 | +1 | New |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| – | -$1.86M | -47,418 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -11,486 | Closed |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$331K | -8,459 | Closed |
|
34
JP Morgan Chase
New York
| – | -$47K | -1,199 | Closed |
|
EPU Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q2 2024, worth a combined $35.2M — up 67% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EPU positions and 4 closed out — a net gain of 10 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $3.35M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $1.86M sold.
- 30 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $35.2M of iShares MSCI Peru and Global Exposure ETF stock for Q2 2024, up 67% quarter-over-quarter.
- 14 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q2 2024 and 4 closed out, a net change of +10 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q2 2024 was State of Tennessee, Department of Treasury, an estimated $3.35M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q2 2024 was CoreCap Advisors, an estimated $1.86M sold.
Based on aggregated 13F filings for Q2 2024.