Invesco LadderRite 0-5 Year Corporate Bond ETF
LDRI
LDRI was delisted on the 14th of February, 2020.
11 hedge funds and large institutions have $4.3M invested in Invesco LadderRite 0-5 Year Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
7% more capital invested
Capital invested by funds: $4.02M → $4.3M (+$278K)
21% less funds holding
Funds holding: 14 → 11 (-3)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$594K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$398K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$94.8K |
| 4 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
+$303 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$593K |
| 2 |
LPL Financial
San Diego,
California
|
-$220K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.2K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$2.15K |
LDRI Hedge Fund Activity: Q3 2019 in Review
11 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) for Q3 2019, worth a combined $4.3M — up 6.9% from $4.02M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LDRI and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Stephens Inc, opening a new position worth an estimated $594K. The largest seller was Jane Street, cutting an estimated $593K.
- 11 institutional investors held Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) as of Q3 2019, down from 14 in Q2 2019.
- Funds reported $4.3M of Invesco LadderRite 0-5 Year Corporate Bond ETF stock for Q3 2019, up 6.9% quarter-over-quarter.
- 1 fund opened new Invesco LadderRite 0-5 Year Corporate Bond ETF positions in Q3 2019 and 4 closed out, a net change of -3 holders.
- The largest Invesco LadderRite 0-5 Year Corporate Bond ETF buyer in Q3 2019 was Stephens Inc, an estimated $594K added.
- The largest Invesco LadderRite 0-5 Year Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $593K sold.
Based on aggregated 13F filings for Q3 2019.