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IDHD

Invesco S&P International Developed High Dividend Low Volatility ETF

Delisted

IDHD was delisted on the 30th of March, 2023.

16 hedge funds and large institutions have $8.58M invested in Invesco S&P International Developed High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $6.78M → $8.58M (+$1.81M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 1816 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Palladiem
Pennsylvania
$2.63M -$44K -1,998 -2%
LPL Financial
2
LPL Financial
California
$1.8M +$114K +5,191 +7%
IFA
3
Interactive Financial Advisors
Illinois
$1.12M +$996K +45,241 New
Citadel Advisors
4
Citadel Advisors
Florida
$940K +$505K +22,953 +130%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$645K +$4.73K +215 +0.8%
Jane Street
6
Jane Street
New York
$362K +$345K +15,678 New
OMC
7
Old Mission Capital
Illinois
$302K -$35.3K -1,602 -11%
LWAC
8
Laurel Wealth Advisors (California)
California
$237K -$2.82K -128 -1%
CIAS
9
Capital Investment Advisory Services
North Carolina
$178K +$4.4K +200 +3%
BAM
10
Baldrige Asset Management
Pennsylvania
$152K +$10.9K +493 +8%
CWM
11
Consultiva Wealth Management
Puerto Rico
$73.6K
UBS Group
12
UBS Group
Switzerland
$47.6K -$9.02K -410 -17%
Osaic Holdings
13
Osaic Holdings
Arizona
$43K +$132 +6 +0.3%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.4K
MCC
15
Money Concepts Capital
Florida
$12.3K +$11.7K +530 New
PAG
16
Private Advisor Group
New Jersey
$580 +$56.9K +2,587 +12%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
-$531K -26,047 Closed
AWM
18
Aspire Wealth Management
Massachusetts
-$42K -2,067 Closed
GWM
19
Geneos Wealth Management
Colorado
-$7K -350 Closed
Wells Fargo
20
Wells Fargo
California
-$418 -19 Closed

IDHD Hedge Fund Activity: Q4 2022 in Review

16 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) for Q4 2022, worth a combined $8.58M — up 27% from $6.78M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IDHD and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Interactive Financial Advisors, opening a new position worth an estimated $996K. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $531K sold.

  • 16 institutional investors held Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) as of Q4 2022, down from 18 in Q3 2022.
  • Funds reported $8.58M of Invesco S&P International Developed High Dividend Low Volatility ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 3 funds opened new Invesco S&P International Developed High Dividend Low Volatility ETF positions in Q4 2022 and 5 closed out, a net change of -2 holders.
  • The largest Invesco S&P International Developed High Dividend Low Volatility ETF buyer in Q4 2022 was Interactive Financial Advisors, an estimated $996K added.
  • The largest Invesco S&P International Developed High Dividend Low Volatility ETF seller in Q4 2022 was Wealthcare Advisory Partners, an estimated $531K sold.

Based on aggregated 13F filings for Q4 2022.