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Invesco Next Gen Connectivity ETF

21 hedge funds and large institutions have $14.4M invested in Invesco Next Gen Connectivity ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more funds holding

Funds holding: 1821 (+3)

7% more capital invested

Capital invested by funds: $13.4M → $14.4M (+$993K)

4.19% more ownership

Funds ownership: 29.47%33.66% (+4.2%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
1
Milestone Advisory Partners
North Carolina
$4.54M -$1.23M -14,270 -21%
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$2.35M +$820K +9,515 +50%
FEM
3
Fulcrum Equity Management
Texas
$1.39M +$1.45M +16,809 New
UBS Group
4
UBS Group
Switzerland
$1.04M -$43.8K -508 -4%
LPL Financial
5
LPL Financial
California
$987K -$50.7K -588 -5%
Morgan Stanley
6
Morgan Stanley
New York
$915K -$71.9K -834 -7%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$645K +$674K +7,827 New
CA
8
Cetera Advisors
Colorado
$581K +$73.2K +850 +14%
Wells Fargo
9
Wells Fargo
California
$568K -$1.12K -13 -0.2%
Citadel Advisors
10
Citadel Advisors
Florida
$298K +$81K +940 +35%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$253K +$9.22K +107 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$200K +$209K +2,424 New
Osaic Holdings
13
Osaic Holdings
Arizona
$161K +$68.9K +800 +69%
SPIA
14
Steward Partners Investment Advisory
New York
$146K -$9.99K -116 -6%
Bank of America
15
Bank of America
North Carolina
$114K
Citigroup
16
Citigroup
New York
$74K
HIA
17
Harbor Investment Advisory
Maryland
$64K
SWM
18
Spire Wealth Management
Virginia
$52K +$54.6K +634 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$37K -$424K -4,921 -92%
PO
20
Private Ocean
California
$14K +$14.2K +165 New
MF
21
Manchester Financial
California
$2K +$2.41K +28 New
EWA
22
EP Wealth Advisors
California
-$140K -1,656 Closed
PS
23
Planned Solutions
California
-$90K -1,061 Closed
ASN
24
Advisory Services Network
Georgia
-$22K -260 Closed

KNCT Hedge Fund Activity: Q1 2021 in Review

21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Next Gen Connectivity ETF (KNCT) for Q1 2021, worth a combined $14.4M — up 7.4% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KNCT positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $1.45M. The largest seller was Milestone Advisory Partners, cutting an estimated $1.23M.

  • 21 institutional investors held Invesco Next Gen Connectivity ETF (KNCT) as of Q1 2021, up from 18 in Q4 2020.
  • Funds reported $14.4M of Invesco Next Gen Connectivity ETF stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 6 funds opened new Invesco Next Gen Connectivity ETF positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest Invesco Next Gen Connectivity ETF buyer in Q1 2021 was Fulcrum Equity Management, an estimated $1.45M added.
  • The largest Invesco Next Gen Connectivity ETF seller in Q1 2021 was Milestone Advisory Partners, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2021.