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ISDX

Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX

Delisted

ISDX was delisted on the 30th of March, 2023.

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38 hedge funds and large institutions have $357M invested in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

41% more funds holding

Funds holding: 27 → 38 (+11)

29% more capital invested

Capital invested by funds: $276M → $357M (+$81M)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
7
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.76M
2
ACP
Aveo Capital Partners
Colorado
+$4.75M
3
Bank of America
Bank of America
North Carolina
+$4.2M
4
FTUS
Flow Traders U.S.
New York
+$2.96M
5
RCA
Resonant Capital Advisors
Wisconsin
+$2.69M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.9M
2
PI
PFS Investments
Georgia
-$4.94M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
26
Pillar Wealth Advisors
Pennsylvania
$269K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$255K -$73.7K -2,844 -23%
NL
28
NWAM LLC
Washington
$247K -$17.1K -660 -7%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$17.5K +$16.8K +650 New
BAM
30
Belpointe Asset Management
Nevada
$15.7K +$15.2K +585 New
PA
31
Parallel Advisors
California
$10.1K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$9K +$8.97K +346 New
GRP
33
Global Retirement Partners
California
$8.8K +$26 +1 +0.3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.9K +305 New
AF
35
Advisornet Financial
Minnesota
$7.2K -$2.23K -86 -24%
HI
36
Harbour Investments
Wisconsin
$1.37K +$1.32K +51 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$483 – – –
UBS Group
38
UBS Group
Switzerland
$430 +$415 +16 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
– -$220K -9,451 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$7K -311 Closed
1
2

ISDX Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) for Q4 2022, worth a combined $357M — up 29% from $276M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISDX positions and 2 closed out — a net gain of 11 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $4.76M. The largest seller was Invesco, cutting an estimated $11.9M.

  • 38 institutional investors held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $357M of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 13 funds opened new Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
  • The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF buyer in Q4 2022 was Jane Street, an estimated $4.76M added.
  • The largest Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF seller in Q4 2022 was Invesco, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2022.