Invesco Bloomberg Financial Data Providers ETF
FDIQ
31 hedge funds and large institutions have $82.3M invested in Invesco Bloomberg Financial Data Providers ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
184% more capital invested
Capital invested by funds: $29M → $82.3M (+$53.3M)
63% more funds holding
Funds holding: 19 → 31 (+12)
22.96% more ownership
Funds ownership: 52.38% → 75.33% (+23%)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$40.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.5M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.38M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.1M |
| 3 |
Morgan Stanley
New York
|
-$644K |
| 4 |
Bank of New York Mellon
New York
|
-$206K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$187K |
FDIQ Hedge Fund Activity: Q1 2016 in Review
31 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q1 2016, worth a combined $82.3M — up 184% from $29M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDIQ positions and 2 closed out — a net gain of 12 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $40.7M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $3.24M sold.
- 31 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q1 2016, up from 19 in Q4 2015.
- Funds reported $82.3M of Invesco Bloomberg Financial Data Providers ETF stock for Q1 2016, up 184% quarter-over-quarter.
- 14 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q1 2016 and 2 closed out, a net change of +12 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q1 2016 was RiverFront Investment Group, an estimated $40.7M added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q1 2016 was Financial Management Professionals, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2016.