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FRN

Invesco Frontier Markets ETF

Delisted

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

32 hedge funds and large institutions have $22.9M invested in Invesco Frontier Markets ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

3% less funds holding

Funds holding: 3332 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

48% less capital invested

Capital invested by funds: $43.7M → $22.9M (-$20.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cabot Wealth Management
Massachusetts
$5.54M -$24.6K -1,661 -0.4%
3AM
2
3EDGE Asset Management
Florida
$3.6M +$29.6K +2,000 +0.8%
UBS Group
3
UBS Group
Switzerland
$3.09M +$1.85M +125,032 +150%
Wells Fargo
4
Wells Fargo
California
$2.69M -$172K -11,608 -6%
COLIM
5
City of London Investment Management
United Kingdom
$1.77M +$22.9K +1,550 +1%
Mariner
6
Mariner
Kansas
$1.38M +$113K +7,610 +9%
Jane Street
7
Jane Street
New York
$1.23M -$716K -48,420 -37%
Morgan Stanley
8
Morgan Stanley
New York
$717K -$27.7K -1,871 -4%
CPIG
9
Chicago Partners Investment Group
Illinois
$605K
TC
10
Telemus Capital
Michigan
$444K
SWP
11
Stratos Wealth Partners
Ohio
$362K +$360K +24,364 New
Bank of America
12
Bank of America
North Carolina
$321K +$144K +9,737 +82%
LWS
13
Lucia Wealth Services
California
$257K +$256K +17,290 New
LPL Financial
14
LPL Financial
California
$197K +$8.4K +568 +4%
Verition Fund Management
15
Verition Fund Management
Connecticut
$162K +$161K +10,892 New
BWA
16
Burt Wealth Advisors
Maryland
$127K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$126K -$7.74M -523,163 -98%
SPIA
18
Steward Partners Investment Advisory
New York
$86K +$13.3K +897 +18%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$26K
WB
20
Webster Bank
Connecticut
$23K +$23.4K +1,579 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$917 +62 +5%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$18K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15K
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$14K +$14.3K +970 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8K -$221K -14,926 -97%

FRN Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Frontier Markets ETF (FRN) for Q4 2017, worth a combined $22.9M — down 48% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FRN and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $1.85M. The largest seller was Envestnet Asset Management, cutting an estimated $7.74M.

  • 32 institutional investors held Invesco Frontier Markets ETF (FRN) as of Q4 2017, down from 33 in Q3 2017.
  • Funds reported $22.9M of Invesco Frontier Markets ETF stock for Q4 2017, down 48% quarter-over-quarter.
  • 7 funds opened new Invesco Frontier Markets ETF positions in Q4 2017 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Frontier Markets ETF buyer in Q4 2017 was UBS Group, an estimated $1.85M added.
  • The largest Invesco Frontier Markets ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $7.74M sold.

Based on aggregated 13F filings for Q4 2017.