Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
129 hedge funds and large institutions have $777M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
60% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 35
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more capital invested
Capital invested by funds: $723M → $777M (+$54.6M)
7% more funds holding
Funds holding: 121 → 129 (+8)
2.28% more ownership
Funds ownership: 65.04% → 67.32% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$35.6M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$18.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 4 |
IF
IRON Financial
Northbrook,
Illinois
|
+$15.2M |
| 5 |
MWP
Moller Wealth Partners
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$15.9M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$15.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$6.78M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$3.42M |
IFLN Hedge Fund Activity: Q4 2016 in Review
129 of the 4,007 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q4 2016, worth a combined $777M — up 7.6% from $723M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IFLN positions and 15 closed out — a net gain of 10 holders — while 56 added to existing stakes and 35 trimmed.
The largest buyer was United Services Automobile Association, opening a new position worth an estimated $35.6M. The largest seller was Brinker Capital Investments, cutting an estimated $15.9M.
- 129 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q4 2016, up from 121 in Q3 2016.
- Funds reported $777M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q4 2016, up 7.6% quarter-over-quarter.
- 25 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q4 2016 and 15 closed out, a net change of +10 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q4 2016 was United Services Automobile Association, an estimated $35.6M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q4 2016 was Brinker Capital Investments, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2016.