Invesco FTSE International Low Beta Equal Weight ETF
IDLB
IDLB was delisted on the 30th of March, 2023.
12 hedge funds and large institutions have $122M invested in Invesco FTSE International Low Beta Equal Weight ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
6% less capital invested
Capital invested by funds: $130M → $122M (-$8.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
+$715K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$342K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$203K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$106K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$42.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$12.9M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$212K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$67K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Choate Investment Advisors
Boston,
Massachusetts
| $120M | -$12.9M | -451,637 | -10% |
|
|
LWCFA
2
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $722K | +$715K | +25,084 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $571K | +$106K | +3,731 | +23% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $555K | +$203K | +7,115 | +59% |
|
|
5
Brown Advisory
Baltimore,
Maryland
| $349K | -$212K | -7,450 | -38% |
|
|
6
Citadel Advisors
Miami,
Florida
| $345K | +$342K | +12,014 | New |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $48K | +$42.6K | +1,496 | +845% |
|
8
Wells Fargo
San Francisco,
California
| $35K | – | – | – |
|
9
Morgan Stanley
New York
| $32K | +$31.5K | +1,106 | New |
|
|
CCM
10
Cribstone Capital Management
Augusta,
Maine
| $11K | +$10.4K | +365 | New |
|
11
US Bancorp
Minneapolis,
Minnesota
| $8K | +$7.98K | +280 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $7K | -$36.9K | -1,294 | -85% |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$67K | -2,395 | Closed |
|
IDLB Hedge Fund Activity: Q3 2017 in Review
12 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE International Low Beta Equal Weight ETF (IDLB) for Q3 2017, worth a combined $122M — down 6.2% from $130M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IDLB positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Loring Wolcott & Coolidge Fiduciary Advisors, opening a new position worth an estimated $715K. The largest seller was Choate Investment Advisors, cutting an estimated $12.9M.
- 12 institutional investors held Invesco FTSE International Low Beta Equal Weight ETF (IDLB) as of Q3 2017, up from 8 in Q2 2017.
- Funds reported $122M of Invesco FTSE International Low Beta Equal Weight ETF stock for Q3 2017, down 6.2% quarter-over-quarter.
- 5 funds opened new Invesco FTSE International Low Beta Equal Weight ETF positions in Q3 2017 and 1 closed out, a net change of +4 holders.
- The largest Invesco FTSE International Low Beta Equal Weight ETF buyer in Q3 2017 was Loring Wolcott & Coolidge Fiduciary Advisors, an estimated $715K added.
- The largest Invesco FTSE International Low Beta Equal Weight ETF seller in Q3 2017 was Choate Investment Advisors, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2017.