Invesco Bloomberg Financial Data Providers ETF
FDIQ
37 hedge funds and large institutions have $18.5M invested in Invesco Bloomberg Financial Data Providers ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
52% more capital invested
Capital invested by funds: $12.2M → $18.5M (+$6.32M)
19% more funds holding
Funds holding: 31 → 37 (+6)
5.77% more ownership
Funds ownership: 22.41% → 28.19% (+5.8%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$2.62M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.15M |
| 3 |
FM
Family Management
New York
|
+$392K |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$202K |
| 5 |
BWA
Bordeaux Wealth Advisors
Menlo Park,
California
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$410K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$311K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$114K |
| 5 |
Goldman Sachs
New York
|
-$73.1K |
FDIQ Hedge Fund Activity: Q4 2023 in Review
37 of the 6,868 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) for Q4 2023, worth a combined $18.5M — up 52% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDIQ positions and 6 closed out — a net gain of 6 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $2.62M. The largest seller was Royal Bank of Canada, cutting an estimated $1.23M.
- 37 institutional investors held Invesco Bloomberg Financial Data Providers ETF (FDIQ) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $18.5M of Invesco Bloomberg Financial Data Providers ETF stock for Q4 2023, up 52% quarter-over-quarter.
- 12 funds opened new Invesco Bloomberg Financial Data Providers ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest Invesco Bloomberg Financial Data Providers ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $2.62M added.
- The largest Invesco Bloomberg Financial Data Providers ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2023.