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Invesco S&P International Developed Low Volatility ETF

100 hedge funds and large institutions have $485M invested in Invesco S&P International Developed Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $441M → $485M (+$44.1M)

6.8% more ownership

Funds ownership: 57.95%64.75% (+6.8%)

2% more funds holding

Funds holding: 98100 (+2)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
23
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$256M +$9.25M +298,046 +4%
PI
2
PFS Investments
Georgia
$58.7M +$58.2M +1,877,106 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.7M -$1.4M -45,025 -7%
SEI Investments
4
SEI Investments
Pennsylvania
$18.7M -$2.83M -91,234 -13%
FIM
5
Freedom Investment Management
Connecticut
$14.8M +$14.9M +480,381 New
Jane Street
6
Jane Street
New York
$13.6M +$7.72M +248,909 +129%
JWA
7
JFS Wealth Advisors
Pennsylvania
$12M -$87.3K -2,815 -0.7%
LPL Financial
8
LPL Financial
California
$7.63M -$10.8K -349 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$7.57M -$220K -7,090 -3%
Bank of America
10
Bank of America
North Carolina
$6.08M -$3.97M -128,103 -39%
EH
11
Equitable Holdings
New York
$5.92M +$150K +4,840 +3%
DBT
12
Dubuque Bank & Trust
Iowa
$5.37M +$153K +4,941 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.99M -$343K -11,045 -8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.83M -$475K -15,299 -11%
Wells Fargo
15
Wells Fargo
California
$3.82M -$546K -17,595 -12%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.49M -$16.9K -546 -0.5%
RJA
17
Raymond James & Associates
Florida
$2.47M -$3.43M -110,530 -58%
OMC
18
Old Mission Capital
Illinois
$2.3M +$35K +1,128 +2%
FFN
19
Focus Financial Network
Minnesota
$2.19M +$109K +3,526 +5%
LFA
20
Legacy Financial Advisors
Kentucky
$2.1M -$7.01K -226 -0.3%
Ameriprise
21
Ameriprise
Minnesota
$2.06M -$5.53M -178,206 -73%
Citadel Advisors
22
Citadel Advisors
Florida
$1.93M -$11.8M -381,191 -86%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.86M +$1.87M +60,264 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.53M +$853K +27,477 +125%
JFS
25
JD Financial Services
Pennsylvania
$1.41M -$8.1M -261,090 -85%

IDLV Hedge Fund Activity: Q2 2021 in Review

100 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q2 2021, worth a combined $485M — up 10% from $441M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IDLV positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 41 trimmed.

The largest buyer was PFS Investments, opening a new position worth an estimated $58.2M. The largest seller was Citadel Advisors, cutting an estimated $11.8M.

  • 100 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $485M of Invesco S&P International Developed Low Volatility ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 14 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q2 2021 and 12 closed out, a net change of +2 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q2 2021 was PFS Investments, an estimated $58.2M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q2 2021 was Citadel Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2021.