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Invesco S&P International Developed Quality ETF

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.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

43% more funds holding

Funds holding: 2333 (+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

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.95M -$271K -9,865 -3%
HCA
2
Heck Capital Advisors
Wisconsin
$7.32M +$85.7K +3,117 +1%
1WM
3
1900 Wealth Management
Texas
$3.67M +$3.43M +124,828 New
LPL Financial
4
LPL Financial
California
$3.21M +$249K +9,055 +9%
OWM
5
Opes Wealth Management
California
$2.78M +$2.6M +94,362 New
Morgan Stanley
6
Morgan Stanley
New York
$2.18M -$33.1K -1,203 -2%
CWM
7
Cedar Wealth Management
California
$2.14M +$310K +11,254 +18%
OWA
8
Octavia Wealth Advisors
Ohio
$2.1M +$1.96M +71,391 New
CWM
9
Cornerstone Wealth Management
Missouri
$1.94M +$246K +8,939 +16%
Lido Advisors
10
Lido Advisors
California
$1.5M +$1.41M +51,125 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.3M -47,161 -54%
Stifel Financial
12
Stifel Financial
Missouri
$1.08M +$62.2K +2,261 +7%
BAM
13
Belpointe Asset Management
Nevada
$937K +$876K +31,830 New
WWM
14
WT Wealth Management
Arizona
$741K +$693K +25,196 New
GSC
15
G&S Capital
Colorado
$650K +$607K +22,080 New
FTUS
16
Flow Traders U.S.
New York
$649K
Citadel Advisors
17
Citadel Advisors
Florida
$404K +$378K +13,743 New
UWPG
18
Ullmann Wealth Partners Group
Florida
$352K -$4.13K -150 -1%
Citigroup
19
Citigroup
New York
$292K -$30.3K -1,100 -10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$275K -$3.11K -113 -1%
Goldman Sachs
21
Goldman Sachs
New York
$231K +$216K +7,857 New
Jane Street
22
Jane Street
New York
$202K -$1.14M -41,448 -86%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$202K +$189K +6,874 New
SFP
24
Sterling Financial Planning
New Jersey
$200K +$187K +6,797 New
APWA
25
Atlas Private Wealth Advisors
New Jersey
$105K +$22.3K +810 +30%

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.