We are live on ! Find out more
IDLV icon

Invesco S&P International Developed Low Volatility ETF

95 hedge funds and large institutions have $456M invested in Invesco S&P International Developed Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 64.75%65.95% (+1.2%)

5% less funds holding

Funds holding: 10095 (-5)

6% less capital invested

Capital invested by funds: $485M → $456M (-$28.8M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
29
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$253M -$187K -5,893 -0.1%
PI
2
PFS Investments
Georgia
$54.8M -$5.34M -168,601 -9%
SEI Investments
3
SEI Investments
Pennsylvania
$17.8M -$728K -22,966 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17.7M -$835K -26,350 -4%
JWA
5
JFS Wealth Advisors
Pennsylvania
$11.6M -$342K -10,798 -3%
LPL Financial
6
LPL Financial
California
$7.39M -$178K -5,617 -2%
Morgan Stanley
7
Morgan Stanley
New York
$7.33M -$183K -5,773 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$6.41M +$4.65M +146,753 +235%
EH
9
Equitable Holdings
New York
$6.06M +$201K +6,337 +3%
OMC
10
Old Mission Capital
Illinois
$5.91M +$3.75M +118,463 +159%
DBT
11
Dubuque Bank & Trust
Iowa
$5.44M +$132K +4,160 +2%
Bank of America
12
Bank of America
North Carolina
$4.38M -$1.71M -53,803 -27%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.03M +$77.2K +2,434 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.93M +$136K +4,296 +3%
Wells Fargo
15
Wells Fargo
California
$3.5M -$294K -9,290 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.48M +$2.03M +64,131 +130%
BIA
17
Bell Investment Advisors
California
$3.32M +$3.44M +108,480 New
Osaic Holdings
18
Osaic Holdings
Arizona
$3.14M -$332K -10,460 -9%
Jane Street
19
Jane Street
New York
$2.59M -$11.3M -357,033 -81%
RJA
20
Raymond James & Associates
Florida
$2.29M -$171K -5,410 -7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.28M +$448K +14,128 +23%
LFA
22
Legacy Financial Advisors
Kentucky
$2.01M -$73.3K -2,312 -3%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$1.9M +$988K +31,184 +101%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.37M -$16.2K -510 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.34M -$37.9K -1,196 -3%

IDLV Hedge Fund Activity: Q3 2021 in Review

95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q3 2021, worth a combined $456M — down 5.9% from $485M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IDLV and 10 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 29 added.

The largest buyer was Citadel Advisors, adding an estimated $4.65M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $14.8M sold.

  • 95 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q3 2021, down from 100 in Q2 2021.
  • Funds reported $456M of Invesco S&P International Developed Low Volatility ETF stock for Q3 2021, down 5.9% quarter-over-quarter.
  • 10 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q3 2021 and 13 closed out, a net change of -3 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q3 2021 was Citadel Advisors, an estimated $4.65M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q3 2021 was Freedom Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2021.