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USLB

Invesco Russell 1000 Low Beta Equal Weight ETF
USLB

Delisted

USLB was delisted on the 30th of March, 2023.

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13 hedge funds and large institutions have $3.17M invested in Invesco Russell 1000 Low Beta Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 14 → 13 (-1)

29% less capital invested

Capital invested by funds: $4.43M → $3.17M (-$1.26M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.74K
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$1K
3
LJHT
Laurie J. Hall Trustee
+$703

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$765K
2
CIA
Choate Investment Advisors
Massachusetts
-$396K
3
Citadel Advisors
Citadel Advisors
Florida
-$386K
4
LGWM
Litman Gregory Wealth Management
California
-$50K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.2M +$9.74K +291 +0.9%
Brown Advisory
2
Brown Advisory
Maryland
$451K – – –
Citadel Advisors
3
Citadel Advisors
Florida
$398K -$386K -11,530 -50%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$348K +$1K +30 +0.3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$258K -$12.2K -365 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$233K -$12.2K -365 -5%
CIA
7
Choate Investment Advisors
Massachusetts
$173K -$396K -11,839 -71%
Morgan Stanley
8
Morgan Stanley
New York
$41K – – –
UBS Group
9
UBS Group
Switzerland
$20K -$2.41K -72 -11%
Wells Fargo
10
Wells Fargo
California
$17K – – –
Bank of America
11
Bank of America
North Carolina
$14K – – –
William Blair & Company
12
William Blair & Company
Illinois
$9K – – –
LJHT
13
Laurie J. Hall Trustee
$1K +$703 +21 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$765K -24,014 Closed
LGWM
15
Litman Gregory Wealth Management
California
– -$50K -1,566 Closed

USLB Hedge Fund Activity: Q4 2020 in Review

13 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) for Q4 2020, worth a combined $3.17M — down 29% from $4.43M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of USLB and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.

The largest buyer was LPL Financial, adding an estimated $9.74K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $765K sold.

  • 13 institutional investors held Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) as of Q4 2020, down from 14 in Q3 2020.
  • Funds reported $3.17M of Invesco Russell 1000 Low Beta Equal Weight ETF stock for Q4 2020, down 29% quarter-over-quarter.
  • 1 fund opened new Invesco Russell 1000 Low Beta Equal Weight ETF positions in Q4 2020 and 2 closed out, a net change of -1 holder.
  • The largest Invesco Russell 1000 Low Beta Equal Weight ETF buyer in Q4 2020 was LPL Financial, an estimated $9.74K added.
  • The largest Invesco Russell 1000 Low Beta Equal Weight ETF seller in Q4 2020 was Susquehanna International Group, an estimated $765K sold.

Based on aggregated 13F filings for Q4 2020.