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Invesco S&P International Developed Low Volatility ETF

87 hedge funds and large institutions have $342M invested in Invesco S&P International Developed Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.97% more ownership

Funds ownership: 59.33%61.3% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less capital invested

Capital invested by funds: $354M → $342M (-$11.3M)

1% less funds holding

Funds holding: 8887 (-1)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% 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
7
Increased
29
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$125M -$2.68M -98,834 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$34.2M +$258K +9,518 +0.7%
SEI Investments
3
SEI Investments
Pennsylvania
$30.5M -$263K -9,682 -0.8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24.9M +$25.9M +953,908 New
BWA
5
Burt Wealth Advisors
Maryland
$18.3M -$86.1K -3,171 -0.5%
Jane Street
6
Jane Street
New York
$12.7M +$7.85M +288,974 +147%
Morgan Stanley
7
Morgan Stanley
New York
$11.5M +$14.8K +544 +0.1%
JWA
8
JFS Wealth Advisors
Pennsylvania
$6.71M -$2.36M -87,093 -25%
HCA
9
Heck Capital Advisors
Wisconsin
$6.69M -$2.77K -102 -0%
DBT
10
Dubuque Bank & Trust
Iowa
$6.54M +$521K +19,186 +8%
CWM
11
Congress Wealth Management
Massachusetts
$5.94M +$6.18M +227,588 New
LPL Financial
12
LPL Financial
California
$5.27M -$1.84M -67,673 -25%
BIA
13
Bell Investment Advisors
California
$4.69M -$235K -8,652 -5%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$4.22M -$240K -8,849 -5%
EH
15
Equitable Holdings
New York
$3.64M +$194K +7,142 +5%
ACM
16
Armbruster Capital Management
New York
$2.89M -$115K -4,225 -4%
OMC
17
Old Mission Capital
Illinois
$2.67M +$631K +23,233 +29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.29M -$1.36M -50,145 -36%
Bank of America
19
Bank of America
North Carolina
$2.15M -$830K -30,579 -27%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.03M -$67.1K -2,471 -3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2M +$1.99M +73,122 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.88M +$1.26M +46,423 +182%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.6M +$512K +18,862 +45%
RWM
24
Revisor Wealth Management
Ohio
$1.25M +$277K +10,185 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.22M -$6.11K -225 -0.5%

IDLV Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Low Volatility ETF (IDLV) for Q3 2023, worth a combined $342M — down 3.2% from $354M a quarter earlier.

Fund positioning in IDLV was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 29 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.9M. The largest seller was Invesco, cutting an estimated $2.68M.

  • 87 institutional investors held Invesco S&P International Developed Low Volatility ETF (IDLV) as of Q3 2023, down from 88 in Q2 2023.
  • Funds reported $342M of Invesco S&P International Developed Low Volatility ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 7 funds opened new Invesco S&P International Developed Low Volatility ETF positions in Q3 2023 and 7 closed out, a net change of 0 holders.
  • The largest Invesco S&P International Developed Low Volatility ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $25.9M added.
  • The largest Invesco S&P International Developed Low Volatility ETF seller in Q3 2023 was Invesco, an estimated $2.68M sold.

Based on aggregated 13F filings for Q3 2023.