Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
71 hedge funds and large institutions have $302M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 37 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 67 → 71 (+4)
1.99% less ownership
Funds ownership: 50.87% → 48.89% (-2%)
14% less capital invested
Capital invested by funds: $351M → $302M (-$49.3M)
59% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$8.98M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$6.03M |
| 3 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$5.69M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$738K |
| 5 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$42.9M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$13M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$4.06M |
| 4 |
Jane Street
New York
|
-$2.97M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.16M |
IFLN Hedge Fund Activity: Q3 2013 in Review
71 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q3 2013, worth a combined $302M — down 14% from $351M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IFLN positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 37 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $8.98M. The largest seller was Invesco, cutting an estimated $42.9M.
- 71 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q3 2013, up from 67 in Q2 2013.
- Funds reported $302M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q3 2013, down 14% quarter-over-quarter.
- 13 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q3 2013 and 8 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q3 2013 was Piershale Financial Group, an estimated $8.98M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q3 2013 was Invesco, an estimated $42.9M sold.
Based on aggregated 13F filings for Q3 2013.