Invesco Investment Grade Defensive ETF
IIGD
12 hedge funds and large institutions have $68.3M invested in Invesco Investment Grade Defensive ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
6.12% more ownership
Funds ownership: 77.05% → 83.16% (+6.1%)
6% more capital invested
Capital invested by funds: $64.3M → $68.3M (+$3.91M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.47M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$777K |
| 4 |
Jane Street
New York
|
+$669K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.81M |
| 2 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$167K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$6.55K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
PFS Investments
Duluth,
Georgia
| $58.7M | +$3.47M | +126,750 | +6% |
|
|
2
Invesco
Atlanta,
Georgia
| $3.45M | -$2.81M | -102,567 | -45% |
|
|
3
LPL Financial
San Diego,
California
| $3.01M | +$1.96M | +71,671 | +187% |
|
|
4
Jane Street
New York
| $1.44M | +$669K | +24,426 | +87% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $776K | +$777K | +28,369 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $293K | +$28.9K | +1,056 | +11% |
|
|
OIA
7
OneDigital Investment Advisors
Overland Park,
Kansas
| $257K | -$6.55K | -239 | -2% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $212K | +$34.9K | +1,274 | +20% |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $110K | – | – | – |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $26K | +$1.37K | +50 | +6% |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $13K | +$12.9K | +469 | New |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$2.88K | -105 | -62% |
|
|
AIC
13
Archer Investment Corporation
Carmel,
Indiana
| – | -$167K | -6,105 | Closed |
|
IIGD Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q3 2020, worth a combined $68.3M — up 6.1% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IIGD positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was PFS Investments, adding an estimated $3.47M. The largest seller was Invesco, cutting an estimated $2.81M.
- 12 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q3 2020, up from 11 in Q2 2020.
- Funds reported $68.3M of Invesco Investment Grade Defensive ETF stock for Q3 2020, up 6.1% quarter-over-quarter.
- 2 funds opened new Invesco Investment Grade Defensive ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco Investment Grade Defensive ETF buyer in Q3 2020 was PFS Investments, an estimated $3.47M added.
- The largest Invesco Investment Grade Defensive ETF seller in Q3 2020 was Invesco, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2020.