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Invesco Investment Grade Defensive ETF
IIGD

17 hedge funds and large institutions have $93.8M invested in Invesco Investment Grade Defensive ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $81.8M → $93.8M (+$12M)

7.38% more ownership

Funds ownership: 82.18% → 89.56% (+7.4%)

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.93M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.81M
3
Jane Street
Jane Street
New York
+$1.82M
4
PI
PFS Investments
Georgia
+$1.11M
5
Citadel Advisors
Citadel Advisors
Florida
+$832K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$204K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
PFS Investments
Georgia
$75M +$1.11M +42,053 +1%
LPL Financial
2
LPL Financial
California
$7.58M +$4.93M +186,807 +182%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.96M +$3.81M +144,435 +2,153%
Invesco
4
Invesco
Georgia
$2.74M +$293K +11,085 +12%
Jane Street
5
Jane Street
New York
$2.04M +$1.82M +68,926 +758%
Citadel Advisors
6
Citadel Advisors
Florida
$1.19M +$832K +31,508 +227%
TC
7
Trilogy Capital
California
$304K +$43.4K +1,645 +17%
PAG
8
Private Advisor Group
New Jersey
$303K +$306K +11,581 New
Bank of America
9
Bank of America
North Carolina
$253K +$239K +9,063 +1,534%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$242K +$23.2K +880 +11%
AWM
11
Accel Wealth Management
Iowa
$107K – – –
UBS Group
12
UBS Group
Switzerland
$22K +$16.5K +625 +280%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
GEA
14
Glen Eagle Advisors
New Jersey
$10.3K – – –
OAJ
15
Ogorek Anthony Joseph
New York
$5K +$5.78K +219 New
EVM
16
Eaton Vance Management
Massachusetts
$2K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K – – –
MML Investors Services
18
MML Investors Services
Massachusetts
– -$204K -7,656 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
– -$9K -343 Closed

IIGD Hedge Fund Activity: Q4 2021 in Review

17 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q4 2021, worth a combined $93.8M — up 15% from $81.8M a quarter earlier.

Fund positioning in IIGD was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.93M. The largest seller was MML Investors Services, exiting entirely with an estimated $204K sold.

  • 17 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $93.8M of Invesco Investment Grade Defensive ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 2 funds opened new Invesco Investment Grade Defensive ETF positions in Q4 2021 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q4 2021 was LPL Financial, an estimated $4.93M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q4 2021 was MML Investors Services, an estimated $204K sold.

Based on aggregated 13F filings for Q4 2021.