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Invesco S&P International Developed Low Volatility ETF

87 hedge funds and large institutions have $158M invested in Invesco S&P International Developed Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.89% more ownership

Funds ownership: 44.62%66.5% (+22%)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more funds holding

Funds holding: 8787 (0)

11% less capital invested

Capital invested by funds: $177M → $158M (-$18.9M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.01M -$1.02M -34,985 -49%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1M -$71K -2,446 -6%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$695K +$13.6K +469 +2%
Wells Fargo
29
Wells Fargo
California
$690K -$207K -7,124 -22%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$480K -$324K -11,146 -39%
RI
31
Ridgewood Investments
New Jersey
$470K -$113K -3,878 -19%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$456K -$19.5K -673 -4%
MWM
33
McNaughton Wealth Management
California
$426K
SW
34
SteelPeak Wealth
California
$420K +$8.07K +278 +2%
BWM
35
Brown Wealth Management
Illinois
$399K -$237K -8,177 -36%
WCM
36
WealthBridge Capital Management
Ohio
$361K -$78.4K -2,700 -17%
TC
37
TownSquare Capital
Utah
$343K -$317K -10,906 -47%
KAS
38
Kestra Advisory Services
Texas
$340K -$26.7K -918 -7%
AWS
39
Atria Wealth Solutions
New York
$324K +$338K +11,657 New
AFP
40
Ausdal Financial Partners
Iowa
$317K +$5.11K +176 +2%
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$300K +$11.6K +400 +4%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$294K +$102K +3,509 +50%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$269K +$842 +29 +0.3%
PFS
44
Prospera Financial Services
Texas
$265K +$21.6K +743 +8%
SWM
45
Shakespeare Wealth Management
Wisconsin
$258K -$13.7K -473 -5%
PAG
46
Private Advisor Group
New Jersey
$257K -$33K -1,137 -11%
Mariner
47
Mariner
Kansas
$252K +$263K +9,051 New
CPL
48
CAP Partners LLC
Tennessee
$251K -$2.99K -103 -1%
Citigroup
49
Citigroup
New York
$247K +$5.95K +205 +2%
RIS
50
Richmond Investment Services
Wisconsin
$240K +$250K +8,612 New

IDLV Hedge Fund Activity: Q4 2024 in Review

87 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q4 2024, worth a combined $158M — down 11% from $177M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IDLV positions and 12 closed out — a net gain of 2 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $2.83M. The largest seller was Invesco, cutting an estimated $5.73M.

  • 87 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $158M of Invesco S&P International Developed Low Volatility ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 14 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q4 2024 and 12 closed out, a net change of +2 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q4 2024 was AQR Capital Management, an estimated $2.83M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q4 2024 was Invesco, an estimated $5.73M sold.

Based on aggregated 13F filings for Q4 2024.