Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
130 hedge funds and large institutions have $266M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 25 closing their positions.
0% more call options, than puts
Call options by funds: $4K | Put options by funds: $4K
4% less funds holding
Funds holding: 136 → 130 (-6)
13.11% less ownership
Funds ownership: 57.48% → 44.37% (-13%)
17% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 46
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
38% less capital invested
Capital invested by funds: $431M → $266M (-$164M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$7.99M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.38M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.18M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.94M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$118M |
| 2 |
PIN
Prudent Investors Network
Lake Forest,
California
|
-$19.3M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$19.2M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$9.91M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$6.96M |
IFLN Hedge Fund Activity: Q1 2023 in Review
130 institutional investors reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q1 2023, worth a combined $266M — down 38% from $431M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IFLN and 19 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 38 added.
The largest buyer was PFS Investments, adding an estimated $7.99M. The largest seller was Invesco, cutting an estimated $118M.
- 130 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q1 2023, down from 136 in Q4 2022.
- Funds reported $266M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q1 2023, down 38% quarter-over-quarter.
- 19 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q1 2023 and 25 closed out, a net change of -6 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q1 2023 was PFS Investments, an estimated $7.99M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q1 2023 was Invesco, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2023.