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Invesco Investment Grade Defensive ETF

18 hedge funds and large institutions have $19.1M invested in Invesco Investment Grade Defensive ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0.95% more ownership

Funds ownership: 61.07%62.03% (+0.95%)

1% more capital invested

Capital invested by funds: $19M → $19.1M (+$107K)

10% less funds holding

Funds holding: 2018 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.23M +$490K +19,754 +8%
EWS
2
Evergreen Wealth Solutions
Pennsylvania
$5.66M -$66.1K -2,666 -1%
SC
3
Scotia Capital
Ontario, Canada
$2.29M +$708K +28,530 +44%
CWAF
4
Core Wealth Advisors (Florida)
Florida
$1.53M +$607K +24,494 +65%
TC
5
Trilogy Capital
California
$815K +$104K +4,200 +15%
PCIA
6
Prime Capital Investment Advisors
Kansas
$624K -$60.6K -2,442 -9%
Citadel Advisors
7
Citadel Advisors
Florida
$593K +$339K +13,666 +131%
HighTower Advisors
8
HighTower Advisors
Illinois
$394K +$124K +5,000 +45%
Jane Street
9
Jane Street
New York
$272K -$512K -20,657 -65%
AA
10
Ancora Advisors
Ohio
$246K
Osaic Holdings
11
Osaic Holdings
Arizona
$128K -$161K -6,477 -55%
CF
12
Collier Financial
Colorado
$114K -$14.7K -594 -11%
HI
13
Harbour Investments
Wisconsin
$80.4K +$15K +605 +23%
CWM
14
Copia Wealth Management
Oregon
$48.5K -$30.1K -1,215 -38%
LA
15
LM Advisors
California
$29.3K +$818 +33 +5%
Morgan Stanley
16
Morgan Stanley
New York
$16.7K +$149 +6 +0.9%
SGFG
17
Silver Grove Financial Group
New York
$6.58K +$6.62K +267 New
Q1WB
18
Quest 10 Wealth Builders
Virginia
$123
NA
19
NewEdge Advisors
Louisiana
-$1.23M -49,463 Closed
Bank of America
20
Bank of America
North Carolina
-$26.3K -1,058 Closed
UBS Group
21
UBS Group
Switzerland
-$1.79K -72 Closed

IIGD Hedge Fund Activity: Q1 2026 in Review

18 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q1 2026, worth a combined $19.1M — up 0.56% from $19M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IIGD and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Scotia Capital, adding an estimated $708K. The largest seller was NewEdge Advisors, exiting entirely with an estimated $1.23M sold.

  • 18 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q1 2026, down from 20 in Q4 2025.
  • Funds reported $19.1M of Invesco Investment Grade Defensive ETF stock for Q1 2026, up 0.56% quarter-over-quarter.
  • 1 fund opened new Invesco Investment Grade Defensive ETF positions in Q1 2026 and 3 closed out, a net change of -2 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q1 2026 was Scotia Capital, an estimated $708K added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q1 2026 was NewEdge Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2026.