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Invesco Next Gen Connectivity ETF

29 hedge funds and large institutions have $36.8M invested in Invesco Next Gen Connectivity ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

33% more capital invested

Capital invested by funds: $27.6M → $36.8M (+$9.11M)

16% more funds holding

Funds holding: 2529 (+4)

3.18% more ownership

Funds ownership: 43.79%46.98% (+3.2%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$6.39M +$250K +4,443 +4%
Morgan Stanley
2
Morgan Stanley
New York
$6.1M +$669K +11,920 +13%
UBS Group
3
UBS Group
Switzerland
$5.12M +$211K +3,766 +4%
GSC
4
G&S Capital
Colorado
$3.6M +$142K +2,535 +4%
RJA
5
Raymond James & Associates
Florida
$2.7M +$25.9K +462 +1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$1.73M +$1.67M +29,786 New
Jane Street
7
Jane Street
New York
$1.57M +$1.01M +17,901 +194%
CCP
8
Cardan Capital Partners
Colorado
$1.34M +$63.8K +1,136 +5%
Wells Fargo
9
Wells Fargo
California
$1.3M -$168 -3 -0%
EWA
10
EP Wealth Advisors
California
$1.23M +$1.19M +21,194 New
Bank of America
11
Bank of America
North Carolina
$1.13M +$547K +9,732 +101%
LPL Financial
12
LPL Financial
California
$773K -$43.9K -782 -6%
CA
13
Calton & Associates
Florida
$656K +$11K +195 +2%
BRWA
14
B. Riley Wealth Advisors
Florida
$582K -$10.7K -190 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$421K +$68.5K +1,219 +20%
NAM
16
NTV Asset Management
West Virginia
$383K -$28.1K -500 -7%
Stifel Financial
17
Stifel Financial
Missouri
$335K +$324K +5,773 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$325K -$133K -2,370 -30%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$275K +$42.6K +759 +19%
AG
20
Advisor Group
Arizona
$179K +$11.6K +207 +7%
SPIA
21
Steward Partners Investment Advisory
New York
$155K +$4.89K +87 +3%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$150K +$145K +2,588 New
MWM
23
MinichMacGregor Wealth Management
New York
$131K +$123K +2,191 +2,087%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$75K
Citigroup
25
Citigroup
New York
$43K

KNCT Hedge Fund Activity: Q3 2018 in Review

29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Next Gen Connectivity ETF (KNCT) for Q3 2018, worth a combined $36.8M — up 33% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KNCT positions and 1 closed out — a net gain of 4 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $1.67M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $248K sold.

  • 29 institutional investors held Invesco Next Gen Connectivity ETF (KNCT) as of Q3 2018, up from 25 in Q2 2018.
  • Funds reported $36.8M of Invesco Next Gen Connectivity ETF stock for Q3 2018, up 33% quarter-over-quarter.
  • 5 funds opened new Invesco Next Gen Connectivity ETF positions in Q3 2018 and 1 closed out, a net change of +4 holders.
  • The largest Invesco Next Gen Connectivity ETF buyer in Q3 2018 was 1832 Asset Management, an estimated $1.67M added.
  • The largest Invesco Next Gen Connectivity ETF seller in Q3 2018 was Global Financial Private Capital, an estimated $248K sold.

Based on aggregated 13F filings for Q3 2018.