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Invesco Next Gen Connectivity ETF

32 hedge funds and large institutions have $27.3M invested in Invesco Next Gen Connectivity ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 3232 (0)

4.91% less ownership

Funds ownership: 49.16%44.25% (-4.9%)

17% less capital invested

Capital invested by funds: $32.9M → $27.3M (-$5.65M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.03M +$201K +3,484 +3%
Morgan Stanley
2
Morgan Stanley
New York
$3.65M +$166K +2,881 +5%
UBS Group
3
UBS Group
Switzerland
$3.01M -$3.45M -59,922 -53%
RJA
4
Raymond James & Associates
Florida
$2.38M +$45.5K +789 +2%
Bank of America
5
Bank of America
North Carolina
$1.54M -$275K -4,772 -15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.47M -$256K -4,436 -15%
Wells Fargo
7
Wells Fargo
California
$1.21M -$24.7K -428 -2%
EWA
8
EP Wealth Advisors
California
$955K +$7.21K +125 +0.7%
SB
9
Suntrust Banks
Georgia
$771K -$110K -1,906 -10%
LPL Financial
10
LPL Financial
California
$736K +$4.96K +86 +0.7%
Citadel Advisors
11
Citadel Advisors
Florida
$725K +$742K +12,878 New
BRWA
12
B. Riley Wealth Advisors
Florida
$524K -$11.4K -197 -2%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$427K -$38.6K -669 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$345K +$353K +6,125 New
Stifel Financial
15
Stifel Financial
Missouri
$306K -$18.1K -314 -5%
CA
16
Calton & Associates
Florida
$301K -$10.4K -180 -3%
NAM
17
NTV Asset Management
West Virginia
$293K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$273K +$5.3K +92 +2%
CA
19
Cetera Advisors
Colorado
$246K -$72.1K -1,250 -23%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$240K -$12.7K -220 -5%
OC
21
Oppenheimer & Co
New York
$204K -$980 -17 -0.5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$173K +$115K +1,990 +184%
SPIA
23
Steward Partners Investment Advisory
New York
$129K -$19.4K -336 -13%
AG
24
Advisor Group
Arizona
$116K -$63.2K -1,097 -35%
NFG
25
Next Financial Group
Texas
$70K

KNCT Hedge Fund Activity: Q3 2019 in Review

32 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Next Gen Connectivity ETF (KNCT) for Q3 2019, worth a combined $27.3M — down 17% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KNCT positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $742K. The largest seller was UBS Group, cutting an estimated $3.45M.

  • 32 institutional investors held Invesco Next Gen Connectivity ETF (KNCT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $27.3M of Invesco Next Gen Connectivity ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 5 funds opened new Invesco Next Gen Connectivity ETF positions in Q3 2019 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Next Gen Connectivity ETF buyer in Q3 2019 was Citadel Advisors, an estimated $742K added.
  • The largest Invesco Next Gen Connectivity ETF seller in Q3 2019 was UBS Group, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2019.