iShares MSCI Peru and Global Exposure ETF
EPU
37 hedge funds and large institutions have $58.8M invested in iShares MSCI Peru and Global Exposure ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 13 closing their positions.
25% more capital invested
Capital invested by funds: $46.9M → $58.8M (+$11.9M)
8.52% more ownership
Funds ownership: 27.54% → 36.06% (+8.5%)
18% less funds holding
Funds holding: 45 → 37 (-8)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$14.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.2M |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
+$716K |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$680K |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Innealta Capital
Austin,
Texas
|
-$986K |
| 2 |
Jane Street
New York
|
-$959K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$593K |
| 4 |
Morgan Stanley
New York
|
-$472K |
| 5 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$442K |
EPU Hedge Fund Activity: Q3 2019 in Review
37 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q3 2019, worth a combined $58.8M — up 25% from $46.9M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EPU and 5 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Citigroup, adding an estimated $14.8M. The largest seller was Innealta Capital, cutting an estimated $986K.
- 37 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q3 2019, down from 45 in Q2 2019.
- Funds reported $58.8M of iShares MSCI Peru and Global Exposure ETF stock for Q3 2019, up 25% quarter-over-quarter.
- 5 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q3 2019 and 13 closed out, a net change of -8 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q3 2019 was Citigroup, an estimated $14.8M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q3 2019 was Innealta Capital, an estimated $986K sold.
Based on aggregated 13F filings for Q3 2019.