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Invesco S&P International Developed Low Volatility ETF

98 hedge funds and large institutions have $441M invested in Invesco S&P International Developed Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.17% less ownership

Funds ownership: 62.12%57.95% (-4.2%)

6% less funds holding

Funds holding: 10498 (-6)

13% less capital invested

Capital invested by funds: $506M → $441M (-$65.2M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
26
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$243M +$2.58M +85,217 +1%
SEI Investments
2
SEI Investments
Pennsylvania
$20.8M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$19.8M -$86.3K -2,847 -0.4%
Citadel Advisors
4
Citadel Advisors
Florida
$13.5M +$9.57M +315,759 +247%
JWA
5
JFS Wealth Advisors
Pennsylvania
$11.9M +$239K +7,900 +2%
Bank of America
6
Bank of America
North Carolina
$9.88M -$10.5M -345,603 -52%
QI
7
QS Investors
New York
$9.74M -$1.12M -37,010 -10%
JFS
8
JD Financial Services
Pennsylvania
$9.32M +$9.29M +306,677 New
Morgan Stanley
9
Morgan Stanley
New York
$7.66M -$2.12M -69,813 -22%
LPL Financial
10
LPL Financial
California
$7.51M +$428K +14,139 +6%
Ameriprise
11
Ameriprise
Minnesota
$7.44M -$1.98M -65,353 -21%
Jane Street
12
Jane Street
New York
$5.86M +$1.79M +59,184 +44%
RJA
13
Raymond James & Associates
Florida
$5.79M -$6.8M -224,552 -54%
EH
14
Equitable Holdings
New York
$5.67M +$164K +5,410 +3%
DBT
15
Dubuque Bank & Trust
Iowa
$5.13M +$304K +10,038 +6%
Wells Fargo
16
Wells Fargo
California
$4.29M +$905K +29,870 +27%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.26M -$671K -22,135 -14%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$4.23M -$641K -21,144 -13%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.45M -$317K -10,456 -8%
DP
20
Denver PWM
Colorado
$2.23M -$104K -3,417 -4%
OMC
21
Old Mission Capital
Illinois
$2.23M -$2.02M -66,647 -48%
LFA
22
Legacy Financial Advisors
Kentucky
$2.07M -$540K -17,819 -21%
FFN
23
Focus Financial Network
Minnesota
$2.05M +$42.1K +1,390 +2%
CIA
24
Choate Investment Advisors
Massachusetts
$2M +$66.1K +2,180 +3%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.87M

IDLV Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q1 2021, worth a combined $441M — down 13% from $506M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IDLV and 13 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Citadel Advisors, adding an estimated $9.57M. The largest seller was PFS Investments, exiting entirely with an estimated $50.5M sold.

  • 98 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q1 2021, down from 104 in Q4 2020.
  • Funds reported $441M of Invesco S&P International Developed Low Volatility ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 13 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q1 2021 and 17 closed out, a net change of -4 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q1 2021 was Citadel Advisors, an estimated $9.57M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q1 2021 was PFS Investments, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2021.