Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
141 hedge funds and large institutions have $783M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 20 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 36
1% more capital invested
Capital invested by funds: $774M → $783M (+$8.42M)
3.13% less ownership
Funds ownership: 68.58% → 65.45% (-3.1%)
3% less funds holding
Funds holding: 146 → 141 (-5)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $191K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$16.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.2M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$11.5M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$4.09M |
| 5 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$24.3M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16.4M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$6.16M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.67M |
| 5 |
DI
Diligent Investors
Redlands,
California
|
-$2.76M |
IFLN Hedge Fund Activity: Q3 2017 in Review
141 of the 4,021 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q3 2017, worth a combined $783M — up 1.1% from $774M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IFLN and 17 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 69 added.
The largest buyer was Invesco, adding an estimated $16.3M. The largest seller was United Services Automobile Association, cutting an estimated $24.3M.
- 141 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q3 2017, down from 146 in Q2 2017.
- Funds reported $783M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q3 2017, up 1.1% quarter-over-quarter.
- 17 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q3 2017 and 20 closed out, a net change of -3 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q3 2017 was Invesco, an estimated $16.3M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q3 2017 was United Services Automobile Association, an estimated $24.3M sold.
Based on aggregated 13F filings for Q3 2017.