Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
78 hedge funds and large institutions have $288M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
5% more funds holding
Funds holding: 74 → 78 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
3.52% less ownership
Funds ownership: 48.71% → 45.19% (-3.5%)
8% less capital invested
Capital invested by funds: $313M → $288M (-$25.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.41M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$6.95M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$4.56M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.96M |
| 5 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$30.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.11M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.29M |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$5.4M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$3.67M |
IFLN Hedge Fund Activity: Q1 2014 in Review
78 of the 3,474 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q1 2014, worth a combined $288M — down 8.1% from $313M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IFLN positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.41M. The largest seller was Invesco, cutting an estimated $30.9M.
- 78 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q1 2014, up from 74 in Q4 2013.
- Funds reported $288M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q1 2014, down 8.1% quarter-over-quarter.
- 14 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q1 2014 and 9 closed out, a net change of +5 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q1 2014 was Goldman Sachs, an estimated $8.41M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q1 2014 was Invesco, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2014.