Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
119 hedge funds and large institutions have $218M invested in Invesco Bloomberg Enhanced Fallen Angels ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
2% more funds holding
Funds holding: 117 → 119 (+2)
5.16% less ownership
Funds ownership: 45.11% → 39.95% (-5.2%)
14% less capital invested
Capital invested by funds: $253M → $218M (-$35.2M)
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$26.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.52M |
| 3 |
CP
Capital Planning
Bellevue,
Washington
|
+$2.52M |
| 4 |
Morgan Stanley
New York
|
+$1.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$11.9M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$6.12M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$2.85M |
| 4 |
Jane Street
New York
|
-$1.72M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$993K |
IFLN Hedge Fund Activity: Q3 2023 in Review
119 institutional investors reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) for Q3 2023, worth a combined $218M — down 14% from $253M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IFLN positions and 12 closed out — a net gain of 6 holders — while 33 added to existing stakes and 42 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $26.5M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $11.9M sold.
- 119 institutional investors held Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) as of Q3 2023, up from 117 in Q2 2023.
- Funds reported $218M of Invesco Bloomberg Enhanced Fallen Angels ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 18 funds opened new Invesco Bloomberg Enhanced Fallen Angels ETF positions in Q3 2023 and 12 closed out, a net change of +6 holders.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $26.5M added.
- The largest Invesco Bloomberg Enhanced Fallen Angels ETF seller in Q3 2023 was Evergreen Capital Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2023.