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Invesco S&P International Developed Quality ETF

50 hedge funds and large institutions have $107M invested in Invesco S&P International Developed Quality ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $92.1M → $107M (+$14.8M)

4% more funds holding

Funds holding: 4850 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.91% less ownership

Funds ownership: 70.05%61.15% (-8.9%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% 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
6
Increased
25
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.1M +$10.6M +396,160 +66%
CWM
2
Cedar Wealth Management
California
$15.3M +$2.72M +101,135 +22%
LPL Financial
3
LPL Financial
California
$14.4M -$2.64M -98,329 -16%
HCA
4
Heck Capital Advisors
Wisconsin
$9.72M -$127K -4,748 -1%
RJA
5
Raymond James & Associates
Florida
$4.82M +$74.7K +2,784 +2%
EH
6
Equitable Holdings
New York
$4.68M +$355K +13,219 +8%
OWM
7
Opes Wealth Management
California
$4.28M -$32.6K -1,214 -0.8%
AAS
8
Avantax Advisory Services
Texas
$4.1M +$284K +10,593 +8%
CWM
9
Cornerstone Wealth Management
Missouri
$3.52M +$102K +3,815 +3%
1WM
10
1900 Wealth Management
Texas
$2.68M +$59.5K +2,218 +2%
MFG
11
Merit Financial Group
Georgia
$2.61M +$116K +4,326 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.6M +$1.38M +51,413 +673%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.55M +$1.54M +57,283 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.13M +$1.12M +41,693 New
CAN
15
Cetera Advisor Networks
California
$857K +$2.6K +97 +0.3%
VPP
16
Vertex Planning Partners
Illinois
$854K +$74.9K +2,791 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$682K +$33.9K +1,261 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$634K +$8.81K +328 +1%
OWA
19
Octavia Wealth Advisors
Ohio
$631K -$9.13K -340 -1%
LNC
20
Lincoln National Corp
Pennsylvania
$610K +$37K +1,377 +7%
WWM
21
WT Wealth Management
Arizona
$604K -$6.47K -241 -1%
TWD
22
True Wealth Design
Ohio
$548K -$5.75K -214 -1%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$526K +$1.07K +40 +0.2%
OMC
24
Old Mission Capital
Illinois
$439K -$552K -20,570 -56%
MF
25
Meridian Financial
Massachusetts
$438K +$805 +30 +0.2%

IDHQ Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Quality ETF (IDHQ) for Q2 2023, worth a combined $107M — up 16% from $92.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IDHQ positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.6M. The largest seller was LPL Financial, cutting an estimated $2.64M.

  • 50 institutional investors held Invesco S&P International Developed Quality ETF (IDHQ) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $107M of Invesco S&P International Developed Quality ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 6 funds opened new Invesco S&P International Developed Quality ETF positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P International Developed Quality ETF buyer in Q2 2023 was Morgan Stanley, an estimated $10.6M added.
  • The largest Invesco S&P International Developed Quality ETF seller in Q2 2023 was LPL Financial, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2023.