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Invesco S&P International Developed Low Volatility ETF

109 hedge funds and large institutions have $345M invested in Invesco S&P International Developed Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.03% less ownership

Funds ownership: 50.73%47.7% (-3%)

4% less funds holding

Funds holding: 114109 (-5)

13% less capital invested

Capital invested by funds: $396M → $345M (-$50.2M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
14
Increased
32
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$45.2M +$792K +29,157 +2%
Invesco
2
Invesco
Georgia
$42.1M -$11.3M -414,588 -21%
Ameriprise
3
Ameriprise
Minnesota
$27M -$1.45M -53,509 -5%
Bank of America
4
Bank of America
North Carolina
$21.8M -$2.6M -95,866 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$19.6M +$9.4M +346,216 +95%
SEI Investments
6
SEI Investments
Pennsylvania
$17M -$13.4M -494,086 -45%
Morgan Stanley
7
Morgan Stanley
New York
$14.8M -$6.31M -232,187 -30%
RJA
8
Raymond James & Associates
Florida
$13.5M -$2.46M -90,465 -16%
JWA
9
JFS Wealth Advisors
Pennsylvania
$10.5M +$2.12M +78,002 +26%
LPL Financial
10
LPL Financial
California
$9.51M +$1.22M +44,853 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.82M -$1.82M -67,165 -17%
QI
12
QS Investors
New York
$7.65M -$308K -11,348 -4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$6.89M -$199K -7,338 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.8M +$896K +32,986 +15%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$6.32M -$7.67M -282,303 -55%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.9M -$7.63M -280,779 -57%
Wells Fargo
17
Wells Fargo
California
$5.51M -$3.07M -113,068 -36%
EH
18
Equitable Holdings
New York
$5.36M +$721K +26,558 +16%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.9M +$3.38M +124,530 +750%
OMC
20
Old Mission Capital
Illinois
$3.88M +$3.81M +140,445 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3.62M -$6.82M -251,163 -66%
DBT
22
Dubuque Bank & Trust
Iowa
$3.58M +$1.77M +65,341 +102%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.39M -$639K -23,514 -16%
LFA
24
Legacy Financial Advisors
Kentucky
$2.92M -$2M -73,678 -41%
PCMC
25
Paragon Capital Management (Colorado)
Colorado
$2.82M -$894K -32,924 -24%

IDLV Hedge Fund Activity: Q2 2020 in Review

109 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q2 2020, worth a combined $345M — down 13% from $396M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IDLV and 14 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, adding an estimated $9.4M. The largest seller was SEI Investments, cutting an estimated $13.4M.

  • 109 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q2 2020, down from 114 in Q1 2020.
  • Funds reported $345M of Invesco S&P International Developed Low Volatility ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 14 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q2 2020 and 19 closed out, a net change of -5 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q2 2020 was Fidelity Investments, an estimated $9.4M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q2 2020 was SEI Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.