IDLV icon

Invesco S&P International Developed Low Volatility ETF
IDLV

Overview Fund Activity

90 hedge funds and large institutions have $365M invested in Invesco S&P International Developed Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$139M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$35.3M
3
JWWM
Johnson & White Wealth Management
Pennsylvania
$4.61M
4
HCA
Heck Capital Advisors
Wisconsin
$6.91M
5
Morgan Stanley
Morgan Stanley
New York
$11.9M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$35.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$511K
3
IA
IFP Advisors
Florida
$2.09K
4
GFWA
Grey Fox Wealth Advisors
Delaware
$2.07M
5
PI
PFS Investments
Georgia
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$139M +$39.5M +1,443,343 +39%
SEI Investments
2
SEI Investments
Pennsylvania
$35.4M -$1.74M -63,672 -5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$35.3M +$32.5M +1,187,849 +1,167%
PI
4
PFS Investments
Georgia
$27M -$612K -21,930 -2%
BWA
5
Burt Wealth Advisors
Maryland
$19.4M -$114K -4,156 -0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.4M -$71.9K -2,603 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$11.9M +$593K +21,658 +5%
JWA
8
JFS Wealth Advisors
Pennsylvania
$9.29M -$96.8K -3,538 -1%
LPL Financial
9
LPL Financial
California
$7.07M +$286K +10,455 +4%
HCA
10
Heck Capital Advisors
Wisconsin
$6.91M +$3.72M +136,103 +117%
DBT
11
Dubuque Bank & Trust
Iowa
$6.16M +$519K +18,980 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.23M +$88.3K +3,228 +2%
BIA
13
Bell Investment Advisors
California
$5.18M +$10.6K +388 +0.2%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$4.61M +$4.61M +168,317 New
EH
15
Equitable Holdings
New York
$3.61M +$7.69K +281 +0.2%
Bank of America
16
Bank of America
North Carolina
$3.54M -$334K -12,218 -9%
ACM
17
Armbruster Capital Management
New York
$3.11M +$16.4K +600 +0.5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.11M -$150K -5,483 -7%
GFWA
19
Grey Fox Wealth Advisors
Delaware
$2.07M -$665K -24,318 -24%
Wells Fargo
20
Wells Fargo
California
$1.33M +$31.2K +1,140 +2%
RWM
21
Revisor Wealth Management
Ohio
$1.17M +$1.17M +42,649 New
AFP
22
Ausdal Financial Partners
Iowa
$1.09M +$22.7K +831 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.08M +$302K +11,054 +39%
Prudential Financial
24
Prudential Financial
New Jersey
$1.03M +$359K +13,110 +54%
AAS
25
Avantax Advisory Services
Texas
$998K +$45.4K +1,658 +5%
1
2 3 4