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FRN

Invesco Frontier Markets ETF

Delisted

FRN was delisted on the 14th of February, 2020.

34 hedge funds and large institutions have $22M invested in Invesco Frontier Markets ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 3834 (-4)

31% less capital invested

Capital invested by funds: $31.9M → $22M (-$9.93M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$5.79M +$1.28M +94,700 +29%
NYLIM
2
New York Life Investment Management
New York
$2.93M
Wells Fargo
3
Wells Fargo
California
$2.26M +$322K +23,879 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.88M +$1.34M +99,460 +252%
Morgan Stanley
5
Morgan Stanley
New York
$1.71M -$267K -19,843 -14%
Bank of America
6
Bank of America
North Carolina
$1.63M -$104K -7,687 -6%
VKH
7
Virtu KCG Holdings
New York
$776K +$771K +57,218 New
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$675K -$1.08M -80,300 -62%
UBS Group
9
UBS Group
Switzerland
$650K +$62.2K +4,615 +11%
Jane Street
10
Jane Street
New York
$634K -$137K -10,156 -18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$589K -$200K -14,855 -25%
BCI
12
Brinker Capital Investments
Pennsylvania
$542K +$539K +40,000 New
CPIG
13
Chicago Partners Investment Group
Illinois
$521K -$11.9K -886 -2%
CG
14
Colony Group
Massachusetts
$300K +$298K +22,130 New
RIA
15
Regal Investment Advisors
Michigan
$229K +$33.8K +2,506 +17%
AF
16
Allworth Financial
California
$169K +$45.7K +3,393 +37%
OMC
17
Old Mission Capital
Illinois
$167K +$166K +12,336 New
Goldman Sachs
18
Goldman Sachs
New York
$163K +$162K +12,041 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$107K -$9.27K -688 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$86K +$24.3K +1,803 +40%
ED
21
Exane Derivatives
France
$41.7K
WA
22
WFG Advisors
Texas
$32K -$11.4K -850 -27%
CTC
23
Central Trust Company
Missouri
$15K -$7K -520 -32%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$15K
Citigroup
25
Citigroup
New York
$14K -$13.4K -996 -50%

FRN Hedge Fund Activity: Q1 2015 in Review

34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Frontier Markets ETF (FRN) for Q1 2015, worth a combined $22M — down 31% from $31.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FRN and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.34M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $8.05M sold.

  • 34 institutional investors held Invesco Frontier Markets ETF (FRN) as of Q1 2015, down from 38 in Q4 2014.
  • Funds reported $22M of Invesco Frontier Markets ETF stock for Q1 2015, down 31% quarter-over-quarter.
  • 6 funds opened new Invesco Frontier Markets ETF positions in Q1 2015 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Frontier Markets ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $1.34M added.
  • The largest Invesco Frontier Markets ETF seller in Q1 2015 was CAPTRUST Financial Advisors, an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2015.