Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
80 hedge funds and large institutions have $269M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 79 → 80 (+1)
1.17% less ownership
Funds ownership: 45.14% → 43.97% (-1.2%)
10% less capital invested
Capital invested by funds: $298M → $269M (-$29M)
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.68M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.45M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$854K |
| 4 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
+$617K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$13.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.87M |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$2.23M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.96M |
IFLN Hedge Fund Activity: Q3 2014 in Review
80 of the 3,454 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q3 2014, worth a combined $269M — down 9.7% from $298M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IFLN positions and 8 closed out — a net gain of 1 holder — while 21 added to existing stakes and 30 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.68M. The largest seller was Evergreen Capital Management, cutting an estimated $13.6M.
- 80 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q3 2014, up from 79 in Q2 2014.
- Funds reported $269M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q3 2014, down 9.7% quarter-over-quarter.
- 9 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q3 2014 and 8 closed out, a net change of +1 holder.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q3 2014 was Envestnet Asset Management, an estimated $5.68M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q3 2014 was Evergreen Capital Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2014.