EPU Institutional Ownership
iShares MSCI Peru and Global Exposure ETF
1W: -1.3%
1M: -3.0%
3M: +5.2%
YTD: +23.4%
1Y: +47.6%
3Y: +232.8%
5Y: +309.6%
$89.56
+0.81 (+0.91%)
Weekly Expected Move ±2.8%
$85
$87
$90
$92
$95
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EPU
80
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
357M
Total Invested
16
New Positions
17
Increased
32
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (86 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF NOVA SCOTIA | 2,901,771 | 260M | — | +0.0% | 6Q | SEC ↗ |
| 2 | JANE STREET GROUP, LLC | 142,125 | 13M | -143,569 | -50.3% | 2Q | SEC ↗ |
| 3 | MORGAN STANLEY | 138,390 | 12M | -20,187 | -12.7% | 60Q | SEC ↗ |
| 4 | Nilsine Partners, LLC | 116,240 | 10M | +2,543 | +2.2% | 9Q | SEC ↗ |
| 5 | UBS Group AG | 110,674 | 10M | -24,358 | -18.0% | 11Q | SEC ↗ |
| 6 | Advisory Services Network, LLC | 70,776 | 6M | +16,405 | +30.2% | 4Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 67,543 | 6M | -5,895 | -8.0% | 68Q | SEC ↗ |
| 8 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT NEW | 62,500 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 60,601 | 5M | -5,458 | -8.3% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 50,636 | 5M | -3,020 | -5.6% | 6Q | SEC ↗ |
| 11 | IFP Advisors, Inc NEW | 48,921 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 12 | NewSquare Capital LLC | 45,750 | 4M | -905 | -1.9% | 9Q | SEC ↗ |
| 13 | Korea Investment CORP | 39,018 | 3M | — | +0.0% | 17Q | SEC ↗ |
| 14 | Cetera Investment Advisers NEW | 35,187 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,999 | 3M | -5,781 | -16.6% | 3Q | SEC ↗ |
| 16 | OLD MISSION CAPITAL LLC NEW | 28,321 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 17 | NATIXIS | 22,308 | 2M | -1,142 | -4.9% | 7Q | SEC ↗ |
| 18 | DAVENPORT & Co LLC | 22,030 | 2M | -30 | -0.1% | 4Q | SEC ↗ |
| 19 | INNEALTA CAPITAL, LLC | 21,881 | 2M | +1,128 | +5.4% | 4Q | SEC ↗ |
| 20 | Fifth Third Securities, Inc. | 18,476 | 2M | -1,689 | -8.4% | 5Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 17,765 | 2M | +2,592 | +17.1% | 26Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 17,422 | 2M | +106 | +0.6% | 9Q | SEC ↗ |
| 23 | D. E. Shaw & Co., Inc. | 15,180 | 1M | +12,580 | +483.8% | 2Q | SEC ↗ |
| 24 | SCOTIA CAPITAL INC. | 14,209 | 1M | +2,531 | +21.7% | 8Q | SEC ↗ |
| 25 | Texas Yale Capital Corp. | 13,990 | 1M | — | +0.0% | 44Q | SEC ↗ |
| 26 | Mount Lucas Management LP | 12,581 | 1M | +1,329 | +11.8% | 15Q | SEC ↗ |
| 27 | WHITEBOX ADVISORS LLC NEW | 11,900 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | LPL Financial LLC | 11,561 | 1M | -11,057 | -48.9% | 4Q | SEC ↗ |
| 29 | CONTRAVISORY INVESTMENT MANAGEMENT, IN | 9,634 | 863K | +19 | +0.2% | 7Q | SEC ↗ |
| 30 | Legacy Capital Group California, Inc. | 9,542 | 855K | +19 | +0.2% | 7Q | SEC ↗ |
| 31 | Man Group plc | 7,616 | 682K | +4,646 | +156.4% | 15Q | SEC ↗ |
| 32 | Sigma Planning Corp | 7,316 | 655K | +2,012 | +37.9% | 6Q | SEC ↗ |
| 33 | TRUST CO OF OKLAHOMA | 7,065 | 633K | — | +0.0% | 2Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 6,970 | 624K | -326 | -4.5% | 64Q | SEC ↗ |
| 35 | Hilltop Holdings Inc. | 6,846 | 613K | -282 | -4.0% | 2Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 6,155 | 551K | +3,653 | +146.0% | 15Q | SEC ↗ |
| 37 | Arrow Investment Advisors, LLC | 5,592 | 501K | +324 | +6.2% | 3Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 5,499 | 492K | -547 | -9.0% | 4Q | SEC ↗ |
| 39 | Financial & Tax Architects, LLC NEW | 5,055 | 453K | — | +0.0% | 1Q | SEC ↗ |
| 40 | BAROMETER CAPITAL MANAGEMENT INC. NEW | 4,600 | 412K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Roan Capital Partners NEW | 4,315 | 386K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 4,190 | 375K | -1,414 | -25.2% | 9Q | SEC ↗ |
| 43 | Prospera Financial Services Inc | 4,164 | 373K | +1,504 | +56.5% | 2Q | SEC ↗ |
| 44 | BlackDiamond Wealth Management, LLC NEW | 4,116 | 369K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Creative Planning | 4,002 | 358K | — | +0.0% | 2Q | SEC ↗ |
| 46 | KKM Financial LLC | 3,712 | 332K | -351 | -8.6% | 4Q | SEC ↗ |
| 47 | ES4, LLC | 3,405 | 305K | — | +0.0% | 2Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 3,037 | 272K | -361 | -10.6% | 2Q | SEC ↗ |
| 49 | Corecam Pte. Ltd. NEW | 3,020 | 270K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Focus Partners Wealth | 2,907 | 260K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / | 62,500 | 6M |
| IFP Advisors, Inc | 48,921 | 4M |
| Cetera Investment Advisers | 35,187 | 3M |
| OLD MISSION CAPITAL LLC | 28,321 | 3M |
| WHITEBOX ADVISORS LLC | 11,900 | 1M |
| Financial & Tax Architects, LLC | 5,055 | 453K |
| BAROMETER CAPITAL MANAGEMENT INC. | 4,600 | 412K |
| Roan Capital Partners | 4,315 | 386K |
| BlackDiamond Wealth Management, LLC | 4,116 | 369K |
| Corecam Pte. Ltd. | 3,020 | 270K |
| Cambridge Investment Research Advis | 2,874 | 257K |
| Global Retirement Partners, LLC | 847 | 76K |
| EverSource Wealth Advisors, LLC | 305 | 27K |
| MERCER GLOBAL ADVISORS INC /ADV | 27 | 2K |
| CWM, LLC | 21 | 2K |
| Asset Planning,Inc | 18 | 2K |
| FIDUCIARY FINANCIAL ADVISORS | 13 | 1K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 58,611 | 5M |
| Empowered Funds, LLC | 48,823 | 4M |
| Cavalier Investments, LLC | 46,080 | 4M |
| Kapitalo Investimentos Ltda | 27,130 | 2M |
| BlackRock, Inc. | 18,860 | 2M |
| StoneX Group Inc. | 11,204 | 1M |
| Banco BTG Pactual S.A. | 10,000 | 896K |
| CITY OF LONDON INVESTMENT MANAGEMEN | 4,400 | 394K |
| Aurora Private Wealth, Inc. | 3,011 | 270K |
| Qube Research & Technologies Ltd | 914 | 82K |
| Rossby Financial, LCC | 520 | 47K |
| Advisors Preferred, LLC | 88 | 8K |
| UBS AM, a distinct business unit of | 87 | 8K |
| Fairtree Asset Management (Pty) Ltd | 58 | 5K |
| Steward Partners Investment Advisor | 18 | 2K |
| Tower Research Capital LLC (TRC) | 4 | 0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advisory Services Network, LLC | +16,405 | +30.2% | 70,776 |
| D. E. Shaw & Co., Inc. | +12,580 | +483.8% | 15,180 |
| Man Group plc | +4,646 | +156.4% | 7,616 |
| BANK OF AMERICA CORP /DE | +3,653 | +146.0% | 6,155 |
| OSAIC HOLDINGS, INC. | +2,592 | +17.1% | 17,765 |
| Nilsine Partners, LLC | +2,543 | +2.2% | 116,240 |
| SCOTIA CAPITAL INC. | +2,531 | +21.7% | 14,209 |
| Sigma Planning Corp | +2,012 | +37.9% | 7,316 |
| Prospera Financial Services Inc | +1,504 | +56.5% | 4,164 |
| Mount Lucas Management LP | +1,329 | +11.8% | 12,581 |
| INNEALTA CAPITAL, LLC | +1,128 | +5.4% | 21,881 |
| Arrow Investment Advisors, LLC | +324 | +6.2% | 5,592 |
| AlphaCentric Advisors LLC | +226 | +12.7% | 2,002 |
| Triumph Capital Management | +137 | +16.5% | 969 |
| Sanctuary Advisors, LLC | +106 | +0.6% | 17,422 |
| CONTRAVISORY INVESTMENT MANAGEMENT, | +19 | +0.2% | 9,634 |
| Legacy Capital Group California, In | +19 | +0.2% | 9,542 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -143,569 | -50.3% | 142,125 |
| UBS Group AG | -24,358 | -18.0% | 110,674 |
| MORGAN STANLEY | -20,187 | -12.7% | 138,390 |
| LPL Financial LLC | -11,057 | -48.9% | 11,561 |
| WELLS FARGO & COMPANY/MN | -5,895 | -8.0% | 67,543 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -5,781 | -16.6% | 28,999 |
| CITADEL ADVISORS LLC | -5,458 | -8.3% | 60,601 |
| RAYMOND JAMES FINANCIAL INC | -3,020 | -5.6% | 50,636 |
| ENVESTNET ASSET MANAGEMENT INC | -2,973 | -55.0% | 2,435 |
| Fifth Third Securities, Inc. | -1,689 | -8.4% | 18,476 |
| Bank of New York Mellon Corp | -1,414 | -25.2% | 4,190 |
| NATIXIS | -1,142 | -4.9% | 22,308 |
| NewSquare Capital LLC | -905 | -1.9% | 45,750 |
| HighTower Advisors, LLC | -547 | -9.0% | 5,499 |
| STIFEL FINANCIAL CORP | -361 | -10.6% | 3,037 |
| KKM Financial LLC | -351 | -8.6% | 3,712 |
| ROYAL BANK OF CANADA | -326 | -4.5% | 6,970 |
| Hilltop Holdings Inc. | -282 | -4.0% | 6,846 |
| Sunpointe, LLC | -201 | -7.5% | 2,491 |
| JPMORGAN CHASE & CO | -158 | -55.8% | 125 |