Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
86 hedge funds and large institutions have $332M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 16 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
1.54% less ownership
Funds ownership: 46.53% → 45% (-1.5%)
5% less capital invested
Capital invested by funds: $351M → $332M (-$18.6M)
5% less funds holding
Funds holding: 91 → 86 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.12M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.8M |
| 5 |
Morgan Stanley
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$7.36M |
| 2 |
Barclays
London,
United Kingdom
|
-$6.95M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$6.29M |
| 4 |
Jane Street
New York
|
-$5.59M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.97M |
IFLN Hedge Fund Activity: Q2 2015 in Review
86 of the 3,681 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q2 2015, worth a combined $332M — down 5.3% from $351M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IFLN and 12 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 29 added.
The largest buyer was Wells Fargo, adding an estimated $11.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $7.36M sold.
- 86 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q2 2015, down from 91 in Q1 2015.
- Funds reported $332M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q2 2015, down 5.3% quarter-over-quarter.
- 12 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q2 2015 and 16 closed out, a net change of -4 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q2 2015 was Wells Fargo, an estimated $11.3M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q2 2015 was Horizon Investments, an estimated $7.36M sold.
Based on aggregated 13F filings for Q2 2015.