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Invesco S&P International Developed Low Volatility ETF
IDLV

Overview Fund Activity

90 hedge funds and large institutions have $365M invested in Invesco S&P International Developed Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$39.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$32.5M
3
JWWM
Johnson & White Wealth Management
Pennsylvania
+$4.61M
4
HCA
Heck Capital Advisors
Wisconsin
+$3.72M
5
Morgan Stanley
Morgan Stanley
New York
+$593K

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$1.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
3
IA
IFP Advisors
Florida
-$779K
4
GFWA
Grey Fox Wealth Advisors
Delaware
-$665K
5
PI
PFS Investments
Georgia
-$612K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$878K +$113K +4,121 +15%
MWM
27
McNaughton Wealth Management
California
$831K – – –
WA
28
Wambolt & Associates
Colorado
$771K -$8.2K -296 -1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$759K -$29.5K -1,078 -4%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$739K +$36.1K +1,320 +5%
RI
31
Ridgewood Investments
New Jersey
$715K -$44.4K -1,621 -6%
SWM
32
Shakespeare Wealth Management
Wisconsin
$701K -$241K -8,792 -26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$694K +$64.1K +2,341 +10%
UBS Group
34
UBS Group
Switzerland
$660K -$125K -4,575 -16%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$590K – – –
CAN
36
Cetera Advisor Networks
California
$573K -$34.7K -1,269 -6%
WCM
37
WealthBridge Capital Management
Ohio
$542K -$5.8K -212 -1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$511K -$1.39M -50,725 -73%
RJA
39
Raymond James & Associates
Florida
$509K +$53.8K +1,966 +12%
SW
40
SteelPeak Wealth
California
$505K +$505K +18,461 New
HAS
41
HBW Advisory Services
California
$486K -$5.77K -211 -1%
IA
42
Insight Advisors
Pennsylvania
$461K -$143K -5,219 -24%
AWM
43
Axxcess Wealth Management
California
$423K +$423K +15,459 New
N
44
Natixis
France
$406K +$186K +6,808 +84%
OMC
45
Old Mission Capital
Illinois
$368K -$572K -20,893 -61%
Citigroup
46
Citigroup
New York
$353K +$21.9K +800 +7%
HSA
47
HBK Sorce Advisory
Pennsylvania
$347K +$347K +12,695 New
Ameriprise
48
Ameriprise
Minnesota
$325K -$136K -4,970 -29%
LFA
49
Legacy Financial Advisors
Kentucky
$320K -$21.9K -800 -6%
KAS
50
Kestra Advisory Services
Texas
$312K -$62.1K -2,269 -17%
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