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Invesco S&P International Developed Low Volatility ETF

53 hedge funds and large institutions have $184M invested in Invesco S&P International Developed Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.38% more ownership

Funds ownership: 58.42%87.79% (+29%)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 5253 (+1)

4% more capital invested

Capital invested by funds: $176M → $184M (+$7.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$106M -$16.1M -551,130 -14%
Invesco
2
Invesco
Georgia
$16.1M +$3.55M +121,074 +27%
SG Americas Securities
3
SG Americas Securities
New York
$8.34M +$8.55M +291,678 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.83M +$1.11M +37,857 +19%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.7M -$322K -10,997 -5%
Jane Street
6
Jane Street
New York
$4.36M +$3.9M +132,980 +688%
Morgan Stanley
7
Morgan Stanley
New York
$3.56M -$376K -12,824 -9%
Bank of America
8
Bank of America
North Carolina
$3.53M -$758K -25,885 -17%
Citadel Advisors
9
Citadel Advisors
Florida
$2.99M +$3.06M +104,290 New
TFA
10
Transamerica Financial Advisors
Florida
$2.81M -$24.5K -837 -0.8%
UBS Group
11
UBS Group
Switzerland
$2.48M -$2.63M -89,911 -51%
SEI Investments
12
SEI Investments
Pennsylvania
$2.15M +$977K +33,333 +79%
Wells Fargo
13
Wells Fargo
California
$1.57M +$111K +3,805 +7%
GHA
14
GW Henssler & Associates
Georgia
$1.52M +$1.55M +53,004 New
LPL Financial
15
LPL Financial
California
$1.36M +$1.12M +38,226 +367%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.19M +$1.15M +39,299 +1,778%
CA
17
Cetera Advisors
Colorado
$1.16M -$328K -11,203 -22%
VKH
18
Virtu KCG Holdings
New York
$1.16M -$77.7K -2,652 -6%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.12M -$42K -1,433 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.06M +$282K +9,616 +35%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$979K -$29K -990 -3%
FIM
22
Freedom Investment Management
Connecticut
$948K -$37.6K -1,285 -4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$856K +$607K +20,721 +225%
Axa
24
Axa
France
$734K +$55.7K +1,900 +8%
KA
25
Klingman & Associates
New York
$646K +$662K +22,600 New

IDLV Hedge Fund Activity: Q4 2015 in Review

53 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q4 2015, worth a combined $184M — up 4.4% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IDLV positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $8.55M. The largest seller was Choate Investment Advisors, cutting an estimated $16.1M.

  • 53 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q4 2015, up from 52 in Q3 2015.
  • Funds reported $184M of Invesco S&P International Developed Low Volatility ETF stock for Q4 2015, up 4.4% quarter-over-quarter.
  • 9 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q4 2015 and 7 closed out, a net change of +2 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q4 2015 was SG Americas Securities, an estimated $8.55M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q4 2015 was Choate Investment Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2015.