Dynamic Advisor Solutions Reduces Stake in Invesco S&P Emerging Markets Low Volatility ETF

Dynamic Advisor Solutions LLC has scaled back its investment in the Invesco S&P Emerging Markets Low Volatility ETF (EELV), according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm has reduced its share count by 5,894 shares, which represents a 9.7% decrease from its previous holdings. Post-sale, Dynamic Advisor Solutions LLC possessed 54,725 shares in the ETF, with a market value of approximately $1,231,000.

Other Investors Adjust Their EELV Positions

Alongside Dynamic Advisor Solutions, several other institutional investors have also altered their stakes in EELV. Notably, Ignite Planners LLC secured a new position worth around $1,164,000 during the third quarter. Additionally, Scarborough Advisors LLC increased its holdings by 3.2%, now owning 462,248 shares, after purchasing an extra 14,417 shares in the second quarter. This move has increased its stake to a market value of $10,872,000.

Equitable Holdings Inc. raised its share count by 6.7% in the second quarter, now holding 78,097 shares valued at approximately $1,837,000. Rockefeller Capital Management L.P. initiated a new position in the ETF during the second quarter, valued at about $137,000. Meanwhile, Stifel Financial Corp significantly elevated its investment, boosting its shareholdings by 252.9% to 87,128 shares, equating to roughly $2,049,000 in market value. These purchases suggest a keen interest among investors for EELV during the reported periods.

Performance of EELV Stock

The ETF's shares commenced trading at $23.38. Despite wavering performances, EELV maintains a market capitalization of $777.39 million, with a price-to-earnings (PE) ratio of 11.58 and a beta of 0.61. Investors also consider the moving averages, where the 50-day simple moving average is $22.95, and the 200-day simple moving average is $23.29. The 52-week period saw EELV reaching a high of $24.48 and a low of $21.78.

About EELV

The Invesco S&P Emerging Markets Low Volatility ETF majors in total market equity investments, particularly in companies based in emerging markets that exhibit low volatility characteristics. The fund, managed by Invesco, follows a volatility-weighted index and was launched on January 13, 2012.

DynamicAdvisorSolutions, Invesco, EELV