Invesco Investment Grade Defensive ETF
IIGD
23 hedge funds and large institutions have $33.9M invested in Invesco Investment Grade Defensive ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
2.73% less ownership
Funds ownership: 73.21% → 70.48% (-2.7%)
27% less capital invested
Capital invested by funds: $46.2M → $33.9M (-$12.3M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$2.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$856K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$841K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$11.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.83M |
| 2 |
Jane Street
New York
|
-$3.08M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.84M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$756K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
26
Old Mission Capital
Chicago,
Illinois
| – | -$209K | -8,590 | Closed |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.67K | -151 | Closed |
|
IIGD Hedge Fund Activity: Q1 2024 in Review
23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q1 2024, worth a combined $33.9M — down 27% from $46.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IIGD positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.53M. The largest seller was Bank of New York Mellon, cutting an estimated $9.83M.
- 23 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q1 2024, up from 22 in Q4 2023.
- Funds reported $33.9M of Invesco Investment Grade Defensive ETF stock for Q1 2024, down 27% quarter-over-quarter.
- 5 funds opened new Invesco Investment Grade Defensive ETF positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest Invesco Investment Grade Defensive ETF buyer in Q1 2024 was Atria Wealth Solutions, an estimated $2.53M added.
- The largest Invesco Investment Grade Defensive ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $9.83M sold.
Based on aggregated 13F filings for Q1 2024.