Invesco S&P Global Dividend Opportunities Index ETF
LVL was delisted on the 14th of February, 2020.
30 hedge funds and large institutions have $11.3M invested in Invesco S&P Global Dividend Opportunities Index ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
30% more funds holding
Funds holding: 23 → 30 (+7)
36% less capital invested
Capital invested by funds: $17.6M → $11.3M (-$6.34M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.41M |
| 2 |
Jane Street
New York
|
+$357K |
| 3 |
Goldman Sachs
New York
|
+$198K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$136K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$66.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.25M |
| 2 |
AIG
American International Group
New York
|
-$618K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$553K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$384K |
| 5 |
LPL Financial
San Diego,
California
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $7K | +$1.76K | +145 | +31% |
|
|
NPC
27
National Planning Corporation
El Segundo,
California
| $4.46K | +$4.87K | +400 | New |
|
|
SNT
28
Security National Trust
Wheeling,
West Virginia
| $4K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$6K | -500 | Closed |
|
31
Parallax Volatility Advisers
San Francisco,
California
| – | +$12 | +1 | New |
|
LVL Hedge Fund Activity: Q4 2014 in Review
30 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Dividend Opportunities Index ETF (LVL) for Q4 2014, worth a combined $11.3M — down 36% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LVL positions and 1 closed out — a net gain of 8 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.41M. The largest seller was Morgan Stanley, cutting an estimated $6.25M.
- 30 institutional investors held Invesco S&P Global Dividend Opportunities Index ETF (LVL) as of Q4 2014, up from 23 in Q3 2014.
- Funds reported $11.3M of Invesco S&P Global Dividend Opportunities Index ETF stock for Q4 2014, down 36% quarter-over-quarter.
- 9 funds opened new Invesco S&P Global Dividend Opportunities Index ETF positions in Q4 2014 and 1 closed out, a net change of +8 holders.
- The largest Invesco S&P Global Dividend Opportunities Index ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $1.41M added.
- The largest Invesco S&P Global Dividend Opportunities Index ETF seller in Q4 2014 was Morgan Stanley, an estimated $6.25M sold.
Based on aggregated 13F filings for Q4 2014.