Invesco ESG Revenue ETF
ESGL
ESGL was delisted on the 14th of February, 2020.
8 hedge funds and large institutions have $1.68M invested in Invesco ESG Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
8% less capital invested
Capital invested by funds: $1.84M → $1.68M (-$153K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$192K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$85.3K |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$16.6K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$7.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$93.2K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$72.2K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $430K | -$72.2K | -2,376 | -13% |
|
|
2
UBS Group
Zurich,
Switzerland
| $424K | +$192K | +6,322 | +71% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $399K | -$93.2K | -3,068 | -18% |
|
|
APA
4
American Portfolios Advisors
Holbrook,
New York
| $376K | +$85.3K | +2,805 | +26% |
|
5
Bank of America
Charlotte,
North Carolina
| $18K | – | – | – |
|
|
AC
6
Avestar Capital
New York
| $16K | – | – | – |
|
|
AIM
7
Advantage Investment Management
Cedar Rapids,
Iowa
| $15K | +$16.6K | +546 | New |
|
|
NFG
8
Next Financial Group
Houston,
Texas
| $6K | +$7.11K | +234 | New |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$14K | -425 | Closed |
|
ESGL Hedge Fund Activity: Q4 2018 in Review
8 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG Revenue ETF (ESGL) for Q4 2018, worth a combined $1.68M — down 8.3% from $1.84M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESGL positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $192K. The largest seller was Royal Bank of Canada, cutting an estimated $93.2K.
- 8 institutional investors held Invesco ESG Revenue ETF (ESGL) as of Q4 2018, up from 7 in Q3 2018.
- Funds reported $1.68M of Invesco ESG Revenue ETF stock for Q4 2018, down 8.3% quarter-over-quarter.
- 2 funds opened new Invesco ESG Revenue ETF positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest Invesco ESG Revenue ETF buyer in Q4 2018 was UBS Group, an estimated $192K added.
- The largest Invesco ESG Revenue ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $93.2K sold.
Based on aggregated 13F filings for Q4 2018.