Who Owns IDLV?

Invesco S&P International Developed Low Volatility ETF — Institutional Ownership & 13F Holdings

$35.50

+0.70 (+2.02%)

Market Cap

$345.2M

Shares Outstanding

9,934,029

Institutional Holders

94

Total Inst. Value

$147.7M

% of Float Held

QoQ Holder Change

+30

Institutional data as of Q1 2025

New Positions

23

Closed Positions

7

Increased

20

Decreased

31

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Bank of New York Mellon Corp$32.7M1,079,448
2Burt Wealth Advisors$19.6M645,626
3SEI INVESTMENTS CO$18.3M604,607
4UBS Group AG$10.1M334,596
5PFG AdvisorsNew$7.4M242,943
6Heck Capital Advisors, LLC$6.5M215,598
7MORGAN STANLEY$6.0M196,673
8WIN ADVISORS, INCNew$5.6M183,597
9Bell Investment Advisors, Inc$5.0M166,179
10Johnson & White Wealth Management, LLCNew$5.0M166,109

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Bank of New York Mellon Corp+82K$32.7M
UBS Group AG+2K$10.1M
PFG AdvisorsNew+243K$7.4M
WIN ADVISORS, INCNew+184K$5.6M
Johnson & White Wealth Management, LLCNew+166K$5.0M

Top Sellers

FundShares RemovedValue
Equitable Holdings, Inc.-104K$1.2M
SEI INVESTMENTS CO-39K$18.3M
JANE STREET GROUP, LLC-34K$519K
FLOW TRADERS U.S. LLC-27K$280K
Burt Wealth Advisors-16K$19.6M

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Frequently Asked Questions

How many institutional investors hold IDLV?

As of Q1 2025, 94 institutional investors report holding IDLV (Invesco S&P International Developed Low Volatility ETF) in their 13F filings.

Which hedge fund owns the most IDLV?

The largest institutional holder of IDLV is Bank of New York Mellon Corp with $32.7M in shares.

Are institutions buying or selling IDLV?

This quarter, 23 institutions opened new positions in IDLV and 7 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.