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Invesco Emerging Markets Sovereign Debt ETF

231 hedge funds and large institutions have $2B invested in Invesco Emerging Markets Sovereign Debt ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 57

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

4.74% more ownership

Funds ownership: 68.85%73.59% (+4.7%)

1% more capital invested

Capital invested by funds: $1.98B → $2B (+$22.8M)

0% more funds holding

Funds holding: 231231 (0)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
231
Holders Change
Holders Change %
0%
% of All Funds
4.06%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
34
Increased
98
Reduced
57
Closed
30
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
$853M +$70.6M +2,547,060 +9%
Wells Fargo
2
Wells Fargo
California
$277M +$8.93M +322,021 +3%
UBS Group
3
UBS Group
Switzerland
$118M +$11.9M +430,863 +11%
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$98.3M +$17.9M +644,548 +21%
Invesco
5
Invesco
Georgia
$61.2M -$6.55M -236,273 -9%
SWM
6
SigFig Wealth Management
California
$51.6M +$11.2M +403,993 +27%
Ameriprise
7
Ameriprise
Minnesota
$40.3M +$12.3M +444,854 +42%
PO
8
Private Ocean
California
$39.2M +$3.27M +118,108 +9%
CPO
9
Cerity Partners OCIO
New York
$36.6M +$3.71M +133,954 +11%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$35.5M +$388K +14,013 +1%
SIS
11
Sound Income Strategies
Florida
$30.6M +$2.46M +88,791 +8%
Morgan Stanley
12
Morgan Stanley
New York
$24M +$6.6M +238,239 +36%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17M +$17M +613,773 +2,666%
TCM
14
Towercrest Capital Management
Pennsylvania
$14.9M +$661K +23,854 +4%
LPL Financial
15
LPL Financial
California
$13M +$1.98M +71,310 +17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$11.5M +$9.17M +330,932 +331%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$10.8M +$3.44M +124,066 +44%
AWMG
18
Alliance Wealth Management Group
New Jersey
$9.9M +$556K +20,052 +6%
TC
19
Trilogy Capital
California
$8.4M +$431K +15,542 +5%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$8.19M +$8.48M +305,800 New
Wealthfront Advisers
21
Wealthfront Advisers
California
$7.99M +$530K +19,113 +7%
SFG
22
StrategIQ Financial Group
Indiana
$7.31M +$1.88M +67,820 +33%
TPW
23
TL Private Wealth
Texas
$7.03M +$909K +32,810 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.66M +$1.28M +46,045 +23%
PCWA
25
Pacific Capital Wealth Advisors
California
$6.05M +$190K +6,867 +3%