Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
USLB was delisted on the 30th of March, 2023.
14 hedge funds and large institutions have $4.43M invested in Invesco Russell 1000 Low Beta Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $3.42M → $4.43M (+$1M)
8% more funds holding
Funds holding: 13 → 14 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$404K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$366K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$225K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$147K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$92.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$403K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$449 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.07M | +$404K | +12,592 | +59% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $765K | +$147K | +4,595 | +24% |
|
|
3
Citadel Advisors
Miami,
Florida
| $728K | +$366K | +11,417 | +100% |
|
|
CIA
4
Choate Investment Advisors
Boston,
Massachusetts
| $534K | -$403K | -12,571 | -43% |
|
5
Brown Advisory
Baltimore,
Maryland
| $406K | – | – | – |
|
|
JMPWA
6
JP Morgan Private Wealth Advisors
San Francisco,
California
| $313K | +$1.8K | +56 | +0.6% |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $244K | +$92.3K | +2,878 | +60% |
|
|
8
Envestnet Asset Management
Chicago,
Illinois
| $222K | +$225K | +7,002 | New |
|
|
LGWM
9
Litman Gregory Wealth Management
Larkspur,
California
| $50K | – | – | – |
|
10
Morgan Stanley
New York
| $37K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $20K | -$449 | -14 | -2% |
|
|
12
Wells Fargo
San Francisco,
California
| $15K | -$32 | -1 | -0.2% |
|
13
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
14
William Blair & Company
Chicago,
Illinois
| $8K | – | – | – |
|
USLB Hedge Fund Activity: Q3 2020 in Review
14 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) for Q3 2020, worth a combined $4.43M — up 29% from $3.42M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new USLB positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $404K. The largest seller was Choate Investment Advisors, cutting an estimated $403K.
- 14 institutional investors held Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) as of Q3 2020, up from 13 in Q2 2020.
- Funds reported $4.43M of Invesco Russell 1000 Low Beta Equal Weight ETF stock for Q3 2020, up 29% quarter-over-quarter.
- 1 fund opened new Invesco Russell 1000 Low Beta Equal Weight ETF positions in Q3 2020 and 0 closed out, a net change of +1 holder.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF buyer in Q3 2020 was LPL Financial, an estimated $404K added.
- The largest Invesco Russell 1000 Low Beta Equal Weight ETF seller in Q3 2020 was Choate Investment Advisors, an estimated $403K sold.
Based on aggregated 13F filings for Q3 2020.