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Invesco S&P International Developed Low Volatility ETF

88 hedge funds and large institutions have $354M invested in Invesco S&P International Developed Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

0.4% less ownership

Funds ownership: 59.73%59.33% (-0.4%)

3% less capital invested

Capital invested by funds: $365M → $354M (-$10.9M)

2% less funds holding

Funds holding: 9088 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
32
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$134M -$5.88M -210,999 -4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$35.5M +$277K +9,940 +0.8%
SEI Investments
3
SEI Investments
Pennsylvania
$32.2M -$3.3M -118,494 -9%
PI
4
PFS Investments
Georgia
$26.5M -$22.6K -813 -0.1%
BWA
5
Burt Wealth Advisors
Maryland
$19.2M -$113K -4,054 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$12M +$163K +5,860 +1%
JWA
7
JFS Wealth Advisors
Pennsylvania
$9.41M +$129K +4,615 +1%
LPL Financial
8
LPL Financial
California
$7.37M +$313K +11,246 +4%
HCA
9
Heck Capital Advisors
Wisconsin
$7.01M +$105K +3,776 +1%
DBT
10
Dubuque Bank & Trust
Iowa
$6.33M +$166K +5,969 +3%
Jane Street
11
Jane Street
New York
$5.39M +$5.49M +197,157 New
BIA
12
Bell Investment Advisors
California
$5.15M -$26.8K -961 -0.5%
JWWM
13
Johnson & White Wealth Management
Pennsylvania
$4.66M +$58K +2,082 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.77M -$1.48M -53,132 -28%
EH
15
Equitable Holdings
New York
$3.62M +$19.8K +712 +0.5%
ACM
16
Armbruster Capital Management
New York
$3.14M +$27.8K +1,000 +0.9%
Bank of America
17
Bank of America
North Carolina
$3.09M -$460K -16,509 -13%
GFWA
18
Grey Fox Wealth Advisors
Delaware
$2.56M +$500K +17,968 +24%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.19M +$90.7K +3,259 +4%
OMC
20
Old Mission Capital
Illinois
$2.16M +$1.82M +65,502 +487%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.64M -$12.9M -462,468 -89%
BWM
22
Brown Wealth Management
Illinois
$1.42M +$1.45M +52,003 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.38M +$1.41M +50,528 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.28M -$18.2K -655 -1%
Wells Fargo
25
Wells Fargo
California
$1.26M -$65.2K -2,340 -5%

IDLV Hedge Fund Activity: Q2 2023 in Review

88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q2 2023, worth a combined $354M — down 3% from $365M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IDLV and 10 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Jane Street, opening a new position worth an estimated $5.49M. The largest seller was Osaic Holdings, cutting an estimated $12.9M.

  • 88 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q2 2023, down from 90 in Q1 2023.
  • Funds reported $354M of Invesco S&P International Developed Low Volatility ETF stock for Q2 2023, down 3% quarter-over-quarter.
  • 10 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q2 2023 was Jane Street, an estimated $5.49M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q2 2023 was Osaic Holdings, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2023.