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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
APA
76
American Portfolios Advisors
New York
$111K -$11.8K -406 -10%
RA
77
Reby Advisors
Connecticut
$78K +$76.1K +2,617 New
FA
78
Faithward Advisors
Pennsylvania
$68K +$32.9K +1,131 +101%
IRC
79
Investors Research Corp
Georgia
$63K +$1.72K +59 +3%
D
80
Diversified
Delaware
$57K +$57.9K +1,990 New
FRA
81
Front Row Advisors
California
$51K
JP Morgan Chase
82
JP Morgan Chase
New York
$41K +$1.46K +50 +4%
IF
83
Ironwood Financial
Arizona
$39K
AIC
84
Archer Investment Corporation
Indiana
$29.3K
SPIA
85
Steward Partners Investment Advisory
New York
$28K
US Bancorp
86
US Bancorp
Minnesota
$20K -$7.51K -258 -28%
AWM
87
Accel Wealth Management
Iowa
$19K +$18.8K +645 New
AWA
88
Arkadios Wealth Advisors
Georgia
$13K
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K
TCWA
90
Ten Capital Wealth Advisors
Washington
$12K +$11.4K +392 New
CFA
91
Carroll Financial Associates
North Carolina
$11K +$58 +2 +0.5%
BWL
92
Bogart Wealth LLC
Virginia
$10K
VBCG
93
Valley Brook Capital Group
Pennsylvania
$9K +$9.43K +324 New
IA
94
IFP Advisors
Florida
$8K
WEC
95
Winslow Evans & Crocker
Massachusetts
$7K +$7.22K +248 New
CAL
96
Capital Advisors Ltd
Ohio
$6K -$14.6K -502 -72%
SBL
97
Sargent Bickham Lagudis
Colorado
$6K +$29 +1 +0.5%
AssetMark Inc
98
AssetMark Inc
California
$5K +$5.09K +175 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$4K
TFA
100
Toth Financial Advisory
Virginia
$4K

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.