Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
136 hedge funds and large institutions have $431M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more funds holding
Funds holding: 114 → 136 (+22)
14% more capital invested
Capital invested by funds: $377M → $431M (+$53.5M)
3.11% more ownership
Funds ownership: 54.37% → 57.48% (+3.1%)
10% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$18.2M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$9.59M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$6.84M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.66M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.35M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$5.74M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.29M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.82M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.31M |
IFLN Hedge Fund Activity: Q4 2022 in Review
136 institutional investors reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q4 2022, worth a combined $431M — up 14% from $377M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IFLN positions and 9 closed out — a net gain of 24 holders — while 37 added to existing stakes and 41 trimmed.
The largest buyer was PFS Investments, opening a new position worth an estimated $18.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $8.35M.
- 136 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $431M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 33 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q4 2022 and 9 closed out, a net change of +24 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q4 2022 was PFS Investments, an estimated $18.2M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $8.35M sold.
Based on aggregated 13F filings for Q4 2022.