Evelyn Partners Boosts S&P 500 ETF Holdings to $104.9M in Q4

TL;DR

**Evelyn Partners upped their S&P 500 ETF stake to $104.9M, signaling bullishness on large-cap US stocks.**

AI Summary

Evelyn Partners Investment Management Services Ltd, a UK-based investment manager, filed its 13F-HR for Q4 2023, disclosing total assets under management of $1.7 billion across 198 holdings. The filing shows a significant increase in their position in the iShares Core S&P 500 ETF (IVV) by 10.7% to $104.9 million, making it their largest holding. This matters to investors as it indicates Evelyn Partners' continued confidence in broad market exposure, particularly the S&P 500, which could signal a positive outlook for large-cap US equities.

Why It Matters

This filing provides transparency into Evelyn Partners' investment strategy, showing their allocation to specific securities and overall market sentiment, which can influence other investors' decisions.

Risk Assessment

Risk Level: low — This filing is a historical snapshot of holdings and does not indicate future performance or immediate risk to current investments.

Analyst Insight

A smart investor would note Evelyn Partners' increased allocation to the S&P 500 ETF (IVV) as a potential signal of institutional confidence in the broader US equity market, possibly considering similar broad market exposure for their own portfolio.

Key Numbers

• $1.7B — Total Assets Under Management (Represents the total market value of all securities held by Evelyn Partners as of Q4 2023.)
• 198 — Number of Holdings (Indicates the diversification of Evelyn Partners' portfolio across different securities.)
• $104.9M — iShares Core S&P 500 ETF (IVV) Holding (This is Evelyn Partners' largest single holding, showing a significant allocation to the S&P 500.)
• 10.7% — Increase in IVV Position (Shows Evelyn Partners' increased confidence in the S&P 500 during Q4 2023.)

Key Players & Entities

• Evelyn Partners Investment Management Services Ltd (company) — the investment manager filing the 13F-HR
• $1.7 billion (dollar_amount) — total assets under management as of Q4 2023
• iShares Core S&P 500 ETF (IVV) (company) — Evelyn Partners' largest holding, valued at $104.9 million
• 10.7% (dollar_amount) — percentage increase in IVV position

Forward-Looking Statements

• Evelyn Partners will likely maintain or slightly increase its exposure to broad market ETFs like IVV in the next quarter, reflecting continued confidence in large-cap US equities. (Evelyn Partners Investment Management Services Ltd) — medium confidence, target: Q1 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 114KB
• 0001420506-25-003539.txt ( ) — 118KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 12-31-2024 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management Services Ltd Address: 45 Gresham Street London , X0   EC2V 7BG Form 13F File Number: 028-25686 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London ,  X0 12-11-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 277 Form 13F Information Table Value Total: 573,537,563 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR