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Invesco S&P International Developed Low Volatility ETF

82 hedge funds and large institutions have $266M invested in Invesco S&P International Developed Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

4.4% less ownership

Funds ownership: 49.99%45.59% (-4.4%)

11% less capital invested

Capital invested by funds: $300M → $266M (-$33.7M)

13% less funds holding

Funds holding: 9482 (-12)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
82
Holders Change
-12
Holders Change %
-12.77%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
10
Increased
30
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$959K -$130K -3,904 -12%
ACM
27
AlphaStar Capital Management
North Carolina
$926K -$1.19M -35,772 -55%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$880K +$487K +14,681 +116%
CWM
29
Cornerstone Wealth Management
Missouri
$797K +$847K +25,528 New
BWA
30
Burt Wealth Advisors
Maryland
$742K -$3.22K -97 -0.4%
Citadel Advisors
31
Citadel Advisors
Florida
$733K +$494K +14,872 +189%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$673K +$21.7K +655 +3%
NFG
33
Next Financial Group
Texas
$624K -$453K -13,646 -41%
AFP
34
Ausdal Financial Partners
Iowa
$617K +$87.2K +2,627 +16%
FIM
35
Freedom Investment Management
Connecticut
$614K +$632K +19,049 New
SPI
36
Santori & Peters Inc
Pennsylvania
$602K -$32.4K -976 -5%
CWS
37
Cypress Wealth Services
California
$469K -$16.4K -495 -3%
VF
38
Virtu Financial
New York
$392K +$403K +12,153 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$378K +$24K +723 +7%
N
40
Natixis
France
$371K +$1.39K +42 +0.4%
FTUS
41
Flow Traders U.S.
New York
$344K +$36.3K +1,095 +11%
IP
42
Investment Partners
Ohio
$312K -$4.65K -140 -1%
GFPC
43
Global Financial Private Capital
Florida
$305K +$52K +1,566 +20%
HCM
44
Hengehold Capital Management
Ohio
$295K
MML Investors Services
45
MML Investors Services
Massachusetts
$285K +$50.6K +1,526 +21%
HighTower Advisors
46
HighTower Advisors
Illinois
$233K -$1.15M -34,800 -83%
SG Americas Securities
47
SG Americas Securities
New York
$211K +$217K +6,548 New
GWM
48
Geneos Wealth Management
Colorado
$204K +$211K +6,350 New
CG
49
CFO4Life Group
Texas
$202K
AG
50
Advisor Group
Arizona
$191K -$16.9K -510 -8%

IDLV Hedge Fund Activity: Q2 2018 in Review

82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q2 2018, worth a combined $266M — down 11% from $300M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IDLV and 10 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was PFS Investments, adding an estimated $8.61M. The largest seller was UBS Group, cutting an estimated $13M.

  • 82 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q2 2018, down from 94 in Q1 2018.
  • Funds reported $266M of Invesco S&P International Developed Low Volatility ETF stock for Q2 2018, down 11% quarter-over-quarter.
  • 10 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q2 2018 and 20 closed out, a net change of -10 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q2 2018 was PFS Investments, an estimated $8.61M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q2 2018 was UBS Group, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2018.