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Invesco S&P International Developed Quality ETF
IDHQ

42 hedge funds and large institutions have $66.2M invested in Invesco S&P International Developed Quality ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

43% more capital invested

Capital invested by funds: $46.2M → $66.2M (+$20M)

17% more funds holding

Funds holding: 36 → 42 (+6)

9.26% more ownership

Funds ownership: 43.67% → 52.93% (+9.3%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.82M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$2.39M
3
CWM
Cedar Wealth Management
California
+$2.05M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.77M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.66M

Top Sellers

1
HCA
Heck Capital Advisors
Wisconsin
-$345K
2
HA
Herold Advisors
New York
-$177K
3
APWA
Atlas Private Wealth Advisors
New Jersey
-$146K
4
1WM
1900 Wealth Management
Texas
-$76.7K
5
Citigroup
Citigroup
New York
-$60.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.6M +$401K +12,794 +4%
LPL Financial
2
LPL Financial
California
$10.6M +$6.82M +217,511 +191%
HCA
3
Heck Capital Advisors
Wisconsin
$8.61M -$345K -11,017 -4%
CWM
4
Cedar Wealth Management
California
$4.87M +$2.05M +65,309 +75%
OWM
5
Opes Wealth Management
California
$3.75M +$222K +7,095 +6%
1WM
6
1900 Wealth Management
Texas
$3.33M -$76.7K -2,448 -2%
CWM
7
Cornerstone Wealth Management
Missouri
$3.27M +$149K +4,762 +5%
MIAN
8
Mariner Independent Advisor Network
Kansas
$2.45M +$2.39M +76,350 New
Morgan Stanley
9
Morgan Stanley
New York
$2.38M +$113K +3,618 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.84M +$1.77M +56,507 +6,056%
Lido Advisors
11
Lido Advisors
California
$1.72M -$13.1K -417 -0.8%
Citadel Advisors
12
Citadel Advisors
Florida
$1.7M +$1.66M +53,029 New
GSC
13
G&S Capital
Colorado
$1.55M -$33.5K -1,070 -2%
OMC
14
Old Mission Capital
Illinois
$1.25M – – –
WWM
15
WT Wealth Management
Arizona
$1.13M +$53.5K +1,706 +5%
BAM
16
Belpointe Asset Management
Nevada
$993K +$120K +3,817 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$586K +$73.7K +2,350 +15%
LAM
18
LifePro Asset Management
California
$580K +$18.2K +582 +3%
OWA
19
Octavia Wealth Advisors
Ohio
$521K +$6.52K +208 +1%
Jane Street
20
Jane Street
New York
$464K +$453K +14,468 New
LNC
21
Lincoln National Corp
Pennsylvania
$447K +$84.4K +2,692 +24%
TA
22
TKG Advisors
Indiana
$387K +$379K +12,080 New
UWPG
23
Ullmann Wealth Partners Group
Florida
$384K +$375K +11,975 New
PAG
24
Private Advisor Group
New Jersey
$354K +$73.7K +2,351 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$283K +$282 +9 +0.1%
1
2

IDHQ Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Quality ETF (IDHQ) for Q4 2021, worth a combined $66.2M — up 43% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IDHQ positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.82M. The largest seller was Heck Capital Advisors, cutting an estimated $345K.

  • 42 institutional investors held Invesco S&P International Developed Quality ETF (IDHQ) as of Q4 2021, up from 36 in Q3 2021.
  • Funds reported $66.2M of Invesco S&P International Developed Quality ETF stock for Q4 2021, up 43% quarter-over-quarter.
  • 9 funds opened new Invesco S&P International Developed Quality ETF positions in Q4 2021 and 3 closed out, a net change of +6 holders.
  • The largest Invesco S&P International Developed Quality ETF buyer in Q4 2021 was LPL Financial, an estimated $6.82M added.
  • The largest Invesco S&P International Developed Quality ETF seller in Q4 2021 was Heck Capital Advisors, an estimated $345K sold.

Based on aggregated 13F filings for Q4 2021.