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LVL

Invesco S&P Global Dividend Opportunities Index ETF

Delisted

LVL was delisted on the 14th of February, 2020.

22 hedge funds and large institutions have $14.3M invested in Invesco S&P Global Dividend Opportunities Index ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $9.13M → $14.3M (+$5.12M)

29% more funds holding

Funds holding: 1722 (+5)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.3M +$1.61M +122,421 +60%
PO
2
Private Ocean
California
$2.26M +$2.24M +171,000 New
Morgan Stanley
3
Morgan Stanley
New York
$2.25M +$889K +67,706 +66%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.16M -$1.14M -87,081 -50%
Wells Fargo
5
Wells Fargo
California
$976K -$4.75K -362 -0.5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$669K +$664K +50,550 New
U
7
UBS
Switzerland
$571K -$37K -2,820 -6%
Jane Street
8
Jane Street
New York
$489K +$485K +36,964 New
AIG
9
American International Group
New York
$346K +$38.6K +2,942 +13%
RJA
10
Raymond James & Associates
Florida
$337K +$47.5K +3,616 +17%
LPL Financial
11
LPL Financial
California
$240K -$55.4K -4,218 -19%
SFG
12
SNS Financial Group
Minnesota
$149K +$147K +11,231 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$139K +$4.86K +370 +4%
Citigroup
14
Citigroup
New York
$137K +$25K +1,908 +23%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$104K -$7.67K -584 -7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$60K +$6.24K +475 +12%
SNT
17
Security National Trust
West Virginia
$18K
MFS
18
MSI Financial Services
Massachusetts
$14K -$2.61K -199 -16%
Deutsche Bank
19
Deutsche Bank
Germany
$13K -$34.1K -2,600 -72%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$10K
Ameriprise
21
Ameriprise
Minnesota
$7K
Creative Planning
22
Creative Planning
Kansas
$3K +$2.63K +200 New

LVL Hedge Fund Activity: Q4 2013 in Review

22 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Global Dividend Opportunities Index ETF (LVL) for Q4 2013, worth a combined $14.3M — up 56% from $9.13M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LVL positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $1.61M. The largest seller was Royal Bank of Canada, cutting an estimated $1.14M.

  • 22 institutional investors held Invesco S&P Global Dividend Opportunities Index ETF (LVL) as of Q4 2013, up from 17 in Q3 2013.
  • Funds reported $14.3M of Invesco S&P Global Dividend Opportunities Index ETF stock for Q4 2013, up 56% quarter-over-quarter.
  • 5 funds opened new Invesco S&P Global Dividend Opportunities Index ETF positions in Q4 2013 and 0 closed out, a net change of +5 holders.
  • The largest Invesco S&P Global Dividend Opportunities Index ETF buyer in Q4 2013 was Bank of America, an estimated $1.61M added.
  • The largest Invesco S&P Global Dividend Opportunities Index ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2013.