Invesco Bloomberg Financial Data Providers ETF
FDIQ
38 hedge funds and large institutions have $35.5M invested in Invesco Bloomberg Financial Data Providers ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 7 closing their positions.
6.11% less ownership
Funds ownership: 48.88% → 42.77% (-6.1%)
10% less funds holding
Funds holding: 42 → 38 (-4)
28% less capital invested
Capital invested by funds: $49.5M → $35.5M (-$14M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
67% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$3.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$689K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$602K |
| 4 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
+$244K |
| 5 |
Jane Street
New York
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.32M |
| 4 |
Morgan Stanley
New York
|
-$1.26M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$824K |
FDIQ Hedge Fund Activity: Q1 2019 in Review
38 of the 4,632 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q1 2019, worth a combined $35.5M — down 28% from $49.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FDIQ and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 6 added.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $3.67M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $6.71M sold.
- 38 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q1 2019, down from 42 in Q4 2018.
- Funds reported $35.5M of Invesco Bloomberg Financial Data Providers ETF stock for Q1 2019, down 28% quarter-over-quarter.
- 4 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q1 2019 and 7 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q1 2019 was Kovitz Investment Group Partners, an estimated $3.67M added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q1 2019 was Bouchey Financial Group, an estimated $6.71M sold.
Based on aggregated 13F filings for Q1 2019.