Invesco Bloomberg Financial Data Providers ETF
FDIQ
33 hedge funds and large institutions have $15.8M invested in Invesco Bloomberg Financial Data Providers ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 14 closing their positions.
5.91% less ownership
Funds ownership: 32.91% → 26.99% (-5.9%)
18% less funds holding
Funds holding: 40 → 33 (-7)
34% less capital invested
Capital invested by funds: $24M → $15.8M (-$8.19M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.71M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$826K |
| 3 |
LPL Financial
San Diego,
California
|
+$794K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$485K |
| 5 |
RAM
Redmond Asset Management
Henrico,
Virginia
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$2.29M |
| 2 |
Morgan Stanley
New York
|
-$1.93M |
| 3 |
FFBTD
First Financial Bank - Trust Division
Hamilton,
Ohio
|
-$1.68M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$439K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$425K |
FDIQ Hedge Fund Activity: Q1 2023 in Review
33 of the 6,282 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q1 2023, worth a combined $15.8M — down 34% from $24M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FDIQ and 8 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Citadel Advisors, adding an estimated $2.71M. The largest seller was NovaPoint Capital, exiting entirely with an estimated $2.29M sold.
- 33 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q1 2023, down from 40 in Q4 2022.
- Funds reported $15.8M of Invesco Bloomberg Financial Data Providers ETF stock for Q1 2023, down 34% quarter-over-quarter.
- 8 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q1 2023 and 14 closed out, a net change of -6 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q1 2023 was Citadel Advisors, an estimated $2.71M added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q1 2023 was NovaPoint Capital, an estimated $2.29M sold.
Based on aggregated 13F filings for Q1 2023.