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 $147M invested in Invesco Russell 1000 Low Beta Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
4,242% more capital invested
Capital invested by funds: $3.38M → $147M (+$143M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$156M |
| 2 |
Jane Street
New York
|
+$969K |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$48.1K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.2K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$7.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Choate Investment Advisors
Boston,
Massachusetts
| $143M | +$156M | +5,094,191 | New |
|
|
2
Jane Street
New York
| $1.94M | +$969K | +31,535 | +83% |
|
|
LWCFA
3
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $1.18M | – | – | – |
|
|
JMPWA
4
JP Morgan Private Wealth Advisors
San Francisco,
California
| $340K | +$2.03K | +66 | +0.5% |
|
5
Bank of America
Charlotte,
North Carolina
| $92K | +$2.73K | +89 | +3% |
|
|
EWM
6
Endurance Wealth Management
Providence,
Rhode Island
| $69K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $54K | +$10.2K | +333 | +21% |
|
|
LGWM
8
Litman Gregory Wealth Management
Larkspur,
California
| $44K | +$48.1K | +1,566 | New |
|
9
Morgan Stanley
New York
| $33K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $18K | -$3.56K | -116 | -15% |
|
11
Wells Fargo
San Francisco,
California
| $16K | – | – | – |
|
|
CCM
12
Cribstone Capital Management
Augusta,
Maine
| $11K | – | – | – |
|
|
13
William Blair & Company
Chicago,
Illinois
| $7K | +$7.68K | +250 | New |
|
USLB Hedge Fund Activity: Q4 2018 in Review
13 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) for Q4 2018, worth a combined $147M — up 4,242% from $3.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USLB positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $156M. The largest seller was UBS Group, cutting an estimated $3.56K.
- 13 institutional investors held Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) as of Q4 2018, up from 10 in Q3 2018.
- Funds reported $147M of Invesco Russell 1000 Low Beta Equal Weight ETF stock for Q4 2018, up 4,242% quarter-over-quarter.
- 3 funds opened new Invesco Russell 1000 Low Beta Equal Weight ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $156M added.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF seller in Q4 2018 was UBS Group, an estimated $3.56K sold.
Based on aggregated 13F filings for Q4 2018.