Invesco S&P Global Dividend Opportunities Index ETF
LVL was delisted on the 14th of February, 2020.
30 hedge funds and large institutions have $6.72M invested in Invesco S&P Global Dividend Opportunities Index ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
12% more capital invested
Capital invested by funds: $6.02M → $6.72M (+$698K)
11% more funds holding
Funds holding: 27 → 30 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
+$403K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$278K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$199K |
| 4 |
Jane Street
New York
|
+$170K |
| 5 |
Morgan Stanley
New York
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$687K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$261K |
| 3 |
LPL Financial
San Diego,
California
|
-$118K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$112K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$29.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $10K | +$10.2K | +1,030 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $4K | +$3.56K | +360 | New |
|
28
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
|
WP
29
WealthPLAN Partners
Omaha,
Nebraska
| $1.79K | – | – | – |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$112K | -11,872 | Closed |
|
LVL Hedge Fund Activity: Q3 2016 in Review
30 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Dividend Opportunities Index ETF (LVL) for Q3 2016, worth a combined $6.72M — up 12% from $6.02M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVL positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Greenwood Capital Associates, opening a new position worth an estimated $403K. The largest seller was Bank of America, cutting an estimated $687K.
- 30 institutional investors held Invesco S&P Global Dividend Opportunities Index ETF (LVL) as of Q3 2016, up from 27 in Q2 2016.
- Funds reported $6.72M of Invesco S&P Global Dividend Opportunities Index ETF stock for Q3 2016, up 12% quarter-over-quarter.
- 4 funds opened new Invesco S&P Global Dividend Opportunities Index ETF positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest Invesco S&P Global Dividend Opportunities Index ETF buyer in Q3 2016 was Greenwood Capital Associates, an estimated $403K added.
- The largest Invesco S&P Global Dividend Opportunities Index ETF seller in Q3 2016 was Bank of America, an estimated $687K sold.
Based on aggregated 13F filings for Q3 2016.