Invesco ESG Revenue ETF
ESGL
ESGL was delisted on the 14th of February, 2020.
10 hedge funds and large institutions have $4.59M invested in Invesco ESG Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
14% more capital invested
Capital invested by funds: $4.01M → $4.59M (+$575K)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
9% less funds holding
Funds holding: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$527K |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$275K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$386K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$94.4K |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$56K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.59M | -$52.8K | -1,584 | -3% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.05M | -$94.4K | -2,830 | -9% |
|
|
3
LPL Financial
San Diego,
California
| $550K | +$527K | +15,810 | New |
|
|
APA
4
American Portfolios Advisors
Holbrook,
New York
| $345K | +$12.1K | +363 | +4% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $336K | -$20.9K | -626 | -6% |
|
|
AFA
6
Arlington Financial Advisors
Santa Barbara,
California
| $287K | +$275K | +8,258 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $228K | +$25.1K | +751 | +13% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $187K | +$19K | +571 | +12% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $8K | – | – | – |
|
|
10
Jane Street
New York
| – | -$386K | -12,081 | Closed |
|
|
GSWM
11
Golden State Wealth Management
Santa Ana,
California
| – | -$56K | -1,741 | Closed |
|
ESGL Hedge Fund Activity: Q4 2019 in Review
10 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG Revenue ETF (ESGL) for Q4 2019, worth a combined $4.59M — up 14% from $4.01M a quarter earlier.
Fund positioning in ESGL was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $527K. The largest seller was Jane Street, exiting entirely with an estimated $386K sold.
- 10 institutional investors held Invesco ESG Revenue ETF (ESGL) as of Q4 2019, down from 11 in Q3 2019.
- Funds reported $4.59M of Invesco ESG Revenue ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 2 funds opened new Invesco ESG Revenue ETF positions in Q4 2019 and 2 closed out, a net change of 0 holders.
- The largest Invesco ESG Revenue ETF buyer in Q4 2019 was LPL Financial, an estimated $527K added.
- The largest Invesco ESG Revenue ETF seller in Q4 2019 was Jane Street, an estimated $386K sold.
Based on aggregated 13F filings for Q4 2019.