Invesco S&P International Developed Quality ETF
IDHQ
33 hedge funds and large institutions have $44.4M invested in Invesco S&P International Developed Quality ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
43% more funds holding
Funds holding: 23 → 33 (+10)
43% more capital invested
Capital invested by funds: $31M → $44.4M (+$13.4M)
14.28% more ownership
Funds ownership: 31.48% → 45.76% (+14%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$2.6M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.41M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$876K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$693K |
| 5 |
GSC
G&S Capital
Denver,
Colorado
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.3M |
| 2 |
Jane Street
New York
|
-$1.14M |
| 3 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$979K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$276K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $45K | +$38.7K | +1,406 | +1,073% |
|
27
UBS Group
Zurich,
Switzerland
| $35K | +$33.1K | +1,203 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $26K | – | – | – |
|
|
29
Osaic Holdings
Scottsdale,
Arizona
| $15K | -$276K | -10,049 | -95% |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $9K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $9K | +$8.25K | +300 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
CWM
33
Capital Wealth Management
W. Warwick,
Rhode Island
| – | -$979K | -37,273 | Closed |
|
|
NP
34
NorthRock Partners
Minneapolis,
Minnesota
| – | -$210K | -7,985 | Closed |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$203K | -7,739 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$19.7K | -716 | -100% |
|
IDHQ Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Quality ETF (IDHQ) for Q4 2020, worth a combined $44.4M — up 43% from $31M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IDHQ positions and 3 closed out — a net gain of 10 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Opes Wealth Management, opening a new position worth an estimated $2.6M. The largest seller was Royal Bank of Canada, cutting an estimated $1.3M.
- 33 institutional investors held Invesco S&P International Developed Quality ETF (IDHQ) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $44.4M of Invesco S&P International Developed Quality ETF stock for Q4 2020, up 43% quarter-over-quarter.
- 13 funds opened new Invesco S&P International Developed Quality ETF positions in Q4 2020 and 3 closed out, a net change of +10 holders.
- The largest Invesco S&P International Developed Quality ETF buyer in Q4 2020 was Opes Wealth Management, an estimated $2.6M added.
- The largest Invesco S&P International Developed Quality ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2020.