Invesco S&P International Developed Low Volatility ETF
IDLV
95 hedge funds and large institutions have $316M invested in Invesco S&P International Developed Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 12 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
21% more capital invested
Capital invested by funds: $260M → $316M (+$55.4M)
13% more funds holding
Funds holding: 84 → 95 (+11)
5.31% more ownership
Funds ownership: 47.67% → 52.99% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 3 |
JP Morgan Chase
New York
|
+$9.26M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.16M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$4.36M |
| 2 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$1.91M |
| 3 |
GSC
G&S Capital
Denver,
Colorado
|
-$1.35M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.11M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$540K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
101
Steward Partners Investment Advisory
New York
| – | -$30K | -917 | Closed |
|
|
PG
102
Patten Group
Chattanooga,
Tennessee
| – | -$10K | -300 | Closed |
|
103
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -180 | Closed |
|
104
Financial Engines Advisors
Santa Clara,
California
| – | -$5K | -157 | Closed |
|
IDLV Hedge Fund Activity: Q4 2018 in Review
95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q4 2018, worth a combined $316M — up 21% from $260M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IDLV positions and 12 closed out — a net gain of 13 holders — while 32 added to existing stakes and 24 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $19.3M. The largest seller was SEI Investments, exiting entirely with an estimated $4.36M sold.
- 95 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q4 2018, up from 84 in Q3 2018.
- Funds reported $316M of Invesco S&P International Developed Low Volatility ETF stock for Q4 2018, up 21% quarter-over-quarter.
- 25 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q4 2018 and 12 closed out, a net change of +13 holders.
- The largest Invesco S&P International Developed Low Volatility ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $19.3M added.
- The largest Invesco S&P International Developed Low Volatility ETF seller in Q4 2018 was SEI Investments, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2018.