Invesco Investment Grade Defensive ETF
IIGD
26 hedge funds and large institutions have $65.9M invested in Invesco Investment Grade Defensive ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
29% more capital invested
Capital invested by funds: $51.2M → $65.9M (+$14.7M)
24% more funds holding
Funds holding: 21 → 26 (+5)
11.75% more ownership
Funds ownership: 63.13% → 74.89% (+12%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.49M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.85M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.28M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.92M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.42M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.42M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$785K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$391K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$365K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $24 | +$24 | +1 | New |
|
|
27
Invesco
Atlanta,
Georgia
| – | -$2.42M | -100,172 | Closed |
|
|
28
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$785K | -32,514 | Closed |
|
|
PAG
29
Private Advisor Group
Morristown,
New Jersey
| – | -$391K | -16,179 | Closed |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$365K | -15,095 | Closed |
|
|
DWM
31
Darwin Wealth Management
Tampa,
Florida
| – | -$298K | -12,348 | Closed |
|
|
BCM
32
Brookstone Capital Management
Wheaton,
Illinois
| – | -$262K | -10,863 | Closed |
|
IIGD Hedge Fund Activity: Q2 2023 in Review
26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q2 2023, worth a combined $65.9M — up 29% from $51.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IIGD positions and 6 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $8.49M. The largest seller was LPL Financial, cutting an estimated $3.42M.
- 26 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $65.9M of Invesco Investment Grade Defensive ETF stock for Q2 2023, up 29% quarter-over-quarter.
- 11 funds opened new Invesco Investment Grade Defensive ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
- The largest Invesco Investment Grade Defensive ETF buyer in Q2 2023 was Jane Street, an estimated $8.49M added.
- The largest Invesco Investment Grade Defensive ETF seller in Q2 2023 was LPL Financial, an estimated $3.42M sold.
Based on aggregated 13F filings for Q2 2023.