Invesco Bloomberg Financial Data Providers ETF
FDIQ
15 hedge funds and large institutions have $17.5M invested in Invesco Bloomberg Financial Data Providers ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
25% more funds holding
Funds holding: 12 → 15 (+3)
3% more capital invested
Capital invested by funds: $17M → $17.5M (+$438K)
0.2% less ownership
Funds ownership: 51.57% → 51.36% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$418K |
| 2 |
LPL Financial
San Diego,
California
|
+$265K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$177K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$143K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$96.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$747K |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$690K |
| 3 |
Jane Street
New York
|
-$637K |
| 4 |
Morgan Stanley
New York
|
-$144K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$55.5K |
FDIQ Hedge Fund Activity: Q4 2014 in Review
15 of the 3,764 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q4 2014, worth a combined $17.5M — up 2.6% from $17M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDIQ positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $418K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $747K sold.
- 15 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q4 2014, up from 12 in Q3 2014.
- Funds reported $17.5M of Invesco Bloomberg Financial Data Providers ETF stock for Q4 2014, up 2.6% quarter-over-quarter.
- 6 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q4 2014 and 2 closed out, a net change of +4 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q4 2014 was Stifel Financial, an estimated $418K added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q4 2014 was Janney Montgomery Scott, an estimated $747K sold.
Based on aggregated 13F filings for Q4 2014.