Invesco Bloomberg Financial Data Providers ETF
FDIQ
34 hedge funds and large institutions have $34.1M invested in Invesco Bloomberg Financial Data Providers ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
282% more capital invested
Capital invested by funds: $8.93M → $34.1M (+$25.2M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
55% more funds holding
Funds holding: 22 → 34 (+12)
16% more ownership
Funds ownership: 23.3% → 39.3% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$7.78M |
| 2 |
FFBTD
First Financial Bank - Trust Division
Hamilton,
Ohio
|
+$5.89M |
| 3 |
Morgan Stanley
New York
|
+$3.65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.3M |
| 5 |
Jane Street
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$1.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$847K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$455K |
| 4 |
RWA
River Wealth Advisors
Camp Hill,
Pennsylvania
|
-$62.9K |
| 5 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$26K |
FDIQ Hedge Fund Activity: Q1 2021 in Review
34 of the 5,710 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q1 2021, worth a combined $34.1M — up 282% from $8.93M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDIQ positions and 3 closed out — a net gain of 12 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $7.78M. The largest seller was Nicholas Company, exiting entirely with an estimated $1.06M sold.
- 34 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q1 2021, up from 22 in Q4 2020.
- Funds reported $34.1M of Invesco Bloomberg Financial Data Providers ETF stock for Q1 2021, up 282% quarter-over-quarter.
- 15 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q1 2021 and 3 closed out, a net change of +12 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q1 2021 was Retirement Capital Strategies, an estimated $7.78M added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q1 2021 was Nicholas Company, an estimated $1.06M sold.
Based on aggregated 13F filings for Q1 2021.