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Invesco S&P International Developed Quality ETF

49 hedge funds and large institutions have $65.7M invested in Invesco S&P International Developed Quality ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $43.5M → $65.7M (+$22.2M)

11% more funds holding

Funds holding: 4449 (+5)

8.9% more ownership

Funds ownership: 51.52%60.41% (+8.9%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.6M +$4.5M +190,692 +53%
HCA
2
Heck Capital Advisors
Wisconsin
$9.79M +$5.56M +235,317 +147%
CWM
3
Cedar Wealth Management
California
$7.2M +$8.22K +348 +0.1%
RJA
4
Raymond James & Associates
Florida
$4.08M -$165K -6,994 -4%
OWM
5
Opes Wealth Management
California
$3.96M +$69.7K +2,950 +2%
EH
6
Equitable Holdings
New York
$3.33M +$3.18M +134,593 New
AAS
7
Avantax Advisory Services
Texas
$2.81M +$2.35M +99,527 +697%
1WM
8
1900 Wealth Management
Texas
$2.39M -$7.54K -319 -0.3%
Morgan Stanley
9
Morgan Stanley
New York
$2.16M +$468K +19,823 +29%
MFG
10
Merit Financial Group
Georgia
$1.89M +$1.81M +76,503 New
OMC
11
Old Mission Capital
Illinois
$1.64M -$4.45M -188,458 -74%
FTUS
12
Flow Traders U.S.
New York
$1.62M +$1.1M +46,582 +247%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.06M +44,886 +535%
VPP
14
Vertex Planning Partners
Illinois
$1.25M +$1.19M +50,474 New
MML Investors Services
15
MML Investors Services
Massachusetts
$913K +$11.9K +504 +1%
BAM
16
Belpointe Asset Management
Nevada
$793K -$84.3K -3,567 -10%
CAN
17
Cetera Advisor Networks
California
$788K +$261K +11,062 +53%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$633K +$173K +7,314 +40%
LAM
19
LifePro Asset Management
California
$562K -$3.52K -149 -0.7%
WWM
20
WT Wealth Management
Arizona
$536K -$21.5K -910 -4%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$520K +$497K +21,024 New
TWD
22
True Wealth Design
Ohio
$513K +$490K +20,751 New
OWA
23
Octavia Wealth Advisors
Ohio
$499K +$477K +20,183 New
LNC
24
Lincoln National Corp
Pennsylvania
$458K +$968 +41 +0.2%
JP Morgan Chase
25
JP Morgan Chase
New York
$394K +$371K +15,710 +7,894%

IDHQ Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Quality ETF (IDHQ) for Q4 2022, worth a combined $65.7M — up 51% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IDHQ positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Heck Capital Advisors, adding an estimated $5.56M. The largest seller was Old Mission Capital, cutting an estimated $4.45M.

  • 49 institutional investors held Invesco S&P International Developed Quality ETF (IDHQ) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $65.7M of Invesco S&P International Developed Quality ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 11 funds opened new Invesco S&P International Developed Quality ETF positions in Q4 2022 and 4 closed out, a net change of +7 holders.
  • The largest Invesco S&P International Developed Quality ETF buyer in Q4 2022 was Heck Capital Advisors, an estimated $5.56M added.
  • The largest Invesco S&P International Developed Quality ETF seller in Q4 2022 was Old Mission Capital, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2022.