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Invesco S&P International Developed Low Volatility ETF

104 hedge funds and large institutions have $506M invested in Invesco S&P International Developed Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

8% more funds holding

Funds holding: 96104 (+8)

2.33% more ownership

Funds ownership: 59.79%62.12% (+2.3%)

4% more capital invested

Capital invested by funds: $485M → $506M (+$21.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 39

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
33
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wambolt & Associates
Colorado
$2.21M -$251K -8,630 -10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.08M -$1.15M -39,471 -36%
FFN
28
Focus Financial Network
Minnesota
$1.98M +$106K +3,639 +6%
CIA
29
Choate Investment Advisors
Massachusetts
$1.9M -$18.8K -645 -1%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.85M
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.79M -$1.44M -49,604 -45%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$1.58M +54,352 New
RI
33
Ridgewood Investments
New Jersey
$1.5M
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.48M -$100K -3,439 -7%
AFP
35
Ausdal Financial Partners
Iowa
$1.23M +$160K +5,502 +15%
RF
36
RHS Financial
California
$1.2M -$103K -3,535 -8%
SWM
37
Shakespeare Wealth Management
Wisconsin
$1.19M -$19.5K -670 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$1.94M -66,583 -64%
CAM
39
Cozad Asset Management
Illinois
$1.09M -$149K -5,123 -12%
BI
40
Berkeley Inc
Idaho
$1.07M +$1.04M +35,707 New
Citigroup
41
Citigroup
New York
$1.03M +$49.3K +1,693 +5%
UBS Group
42
UBS Group
Switzerland
$973K -$1.2M -41,213 -56%
IA
43
IFG Advisory
Georgia
$943K +$23.7K +815 +3%
MWM
44
McNaughton Wealth Management
California
$846K -$25.5K -875 -3%
ACP
45
Arcus Capital Partners
Georgia
$798K -$17.9K -614 -2%
Stifel Financial
46
Stifel Financial
Missouri
$700K -$18.6K -639 -3%
AAS
47
Avantax Advisory Services
Texas
$633K -$1.54M -52,947 -71%
PFS
48
Prospera Financial Services
Texas
$576K +$294K +10,121 +112%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$568K -$156K -5,355 -22%
WCM
50
WealthBridge Capital Management
Ohio
$527K +$62.3K +2,141 +14%

IDLV Hedge Fund Activity: Q4 2020 in Review

104 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q4 2020, worth a combined $506M — up 4.4% from $485M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IDLV positions and 9 closed out — a net gain of 8 holders — while 33 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $5.12M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $4.54M.

  • 104 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q4 2020, up from 96 in Q3 2020.
  • Funds reported $506M of Invesco S&P International Developed Low Volatility ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 17 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q4 2020 and 9 closed out, a net change of +8 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q4 2020 was Invesco, an estimated $5.12M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q4 2020 was CAPTRUST Financial Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2020.