Invesco Investment Grade Defensive ETF
IIGD
22 hedge funds and large institutions have $46.2M invested in Invesco Investment Grade Defensive ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
5.79% more ownership
Funds ownership: 67.41% → 73.21% (+5.8%)
1% more capital invested
Capital invested by funds: $45.8M → $46.2M (+$382K)
4% less funds holding
Funds holding: 23 → 22 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.27M |
| 2 |
Jane Street
New York
|
+$910K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$353K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$285K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.09M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.15M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$804K |
| 4 |
LPL Financial
San Diego,
California
|
-$578K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$25.9K | -1,106 | Closed |
|
|
PFBT
27
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$6.45K | -275 | Closed |
|
IIGD Hedge Fund Activity: Q4 2023 in Review
22 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q4 2023, worth a combined $46.2M — up 0.83% from $45.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IIGD and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was NewEdge Advisors, adding an estimated $1.27M. The largest seller was Citadel Advisors, cutting an estimated $2.09M.
- 22 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q4 2023, down from 23 in Q3 2023.
- Funds reported $46.2M of Invesco Investment Grade Defensive ETF stock for Q4 2023, up 0.83% quarter-over-quarter.
- 4 funds opened new Invesco Investment Grade Defensive ETF positions in Q4 2023 and 5 closed out, a net change of -1 holder.
- The largest Invesco Investment Grade Defensive ETF buyer in Q4 2023 was NewEdge Advisors, an estimated $1.27M added.
- The largest Invesco Investment Grade Defensive ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2023.