We are live on ! Find out more
IDLV icon

Invesco S&P International Developed Low Volatility ETF

67 hedge funds and large institutions have $326M invested in Invesco S&P International Developed Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $290M → $326M (+$36.5M)

5% more funds holding

Funds holding: 6467 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.1% less ownership

Funds ownership: 50.98%49.88% (-1.1%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
35
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$117K +$116K +3,532 New
IA
52
IFP Advisors
Florida
$106K +$55K +1,670 +109%
IF
53
Ironwood Financial
Arizona
$58K
CFD
54
Creative Financial Designs
Indiana
$54K +$296 +9 +0.6%
JCM
55
Jacobi Capital Management
Pennsylvania
$50K +$30.1K +915 +156%
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$41K
CAL
57
Capital Advisors Ltd
Ohio
$39K +$33 +1 +0.1%
VIA
58
Vantage Investment Advisors
Pennsylvania
$34K +$20.9K +633 +156%
SPIA
59
Steward Partners Investment Advisory
New York
$29K +$165 +5 +0.6%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$29K +$28.3K +860 New
AIA
61
Armor Investment Advisors
North Carolina
$26K
Citigroup
62
Citigroup
New York
$23K
US Bancorp
63
US Bancorp
Minnesota
$21K
PG
64
Patten Group
Tennessee
$10K
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$3K
BlackRock
66
BlackRock
New York
$1K +$1.32K +40 New
FIM
67
Freedom Investment Management
Connecticut
-$1.05M -32,473 Closed
N
68
Natixis
France
-$293K -9,080 Closed
BFPW
69
BOK Financial Private Wealth
Colorado
-$200K -6,205 Closed
DADC
70
D.A. Davidson & Co
Montana
-$55K -1,726 Closed
SF
71
Synovus Financial
Georgia
-$49K -1,502 Closed
NA
72
NewEdge Advisors
Louisiana
-$43.3K -1,351 Closed
CDIA
73
Capital Directions Investment Advisors
Georgia
-$16K -500 Closed

IDLV Hedge Fund Activity: Q3 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q3 2017, worth a combined $326M — up 13% from $290M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IDLV positions and 7 closed out — a net gain of 4 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $5.36M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.05M sold.

  • 67 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q3 2017, up from 64 in Q2 2017.
  • Funds reported $326M of Invesco S&P International Developed Low Volatility ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 11 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q3 2017 and 7 closed out, a net change of +4 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q3 2017 was Bank of America, an estimated $5.36M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q3 2017 was Freedom Investment Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2017.