Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
USLB was delisted on the 30th of March, 2023.
13 hedge funds and large institutions have $142M invested in Invesco Russell 1000 Low Beta Equal Weight ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3% less capital invested
Capital invested by funds: $146M → $142M (-$3.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$401K |
| 2 |
Jane Street
New York
|
+$189K |
| 3 |
LJHT
Laurie J. Hall Trustee
|
+$121K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$11.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Choate Investment Advisors
Boston,
Massachusetts
| $139M | -$11.3M | -371,347 | -8% |
|
|
LWCFA
2
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $1.06M | – | – | – |
|
|
3
Jane Street
New York
| $581K | +$189K | +6,209 | +50% |
|
4
Brown Advisory
Baltimore,
Maryland
| $531K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| $412K | +$401K | +13,200 | New |
|
|
LJHT
6
Laurie J. Hall Trustee
| $124K | +$121K | +3,974 | New |
|
7
SEI Investments
Oaks,
Pennsylvania
| $44K | – | – | – |
|
8
Morgan Stanley
New York
| $37K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $35K | +$14.1K | +463 | +72% |
|
|
10
UBS Group
Zurich,
Switzerland
| $18K | -$30.4K | -1,000 | -64% |
|
11
US Bancorp
Minneapolis,
Minnesota
| $18K | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $17K | – | – | – |
|
|
CCM
13
Cribstone Capital Management
Augusta,
Maine
| $13K | – | – | – |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.2M | -40,643 | Closed |
|
USLB Hedge Fund Activity: Q4 2017 in Review
13 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) for Q4 2017, worth a combined $142M — down 2.7% from $146M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USLB positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $401K. The largest seller was Choate Investment Advisors, cutting an estimated $11.3M.
- 13 institutional investors held Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) as of Q4 2017, up from 12 in Q3 2017.
- Funds reported $142M of Invesco Russell 1000 Low Beta Equal Weight ETF stock for Q4 2017, down 2.7% quarter-over-quarter.
- 2 funds opened new Invesco Russell 1000 Low Beta Equal Weight ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF buyer in Q4 2017 was Citadel Advisors, an estimated $401K added.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF seller in Q4 2017 was Choate Investment Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2017.