Invesco Investment Grade Defensive ETF
IIGD
21 hedge funds and large institutions have $51.2M invested in Invesco Investment Grade Defensive ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
31% more funds holding
Funds holding: 16 → 21 (+5)
14% more capital invested
Capital invested by funds: $44.8M → $51.2M (+$6.43M)
15.81% less ownership
Funds ownership: 78.94% → 63.13% (-16%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.97M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.28M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$7.81M |
| 2 |
6F
626 Financial
Portage,
Michigan
|
-$2.37M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.93M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$869K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$308K |
IIGD Hedge Fund Activity: Q1 2023 in Review
21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q1 2023, worth a combined $51.2M — up 14% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IIGD positions and 5 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.3M. The largest seller was PFS Investments, cutting an estimated $7.81M.
- 21 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $51.2M of Invesco Investment Grade Defensive ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 10 funds opened new Invesco Investment Grade Defensive ETF positions in Q1 2023 and 5 closed out, a net change of +5 holders.
- The largest Invesco Investment Grade Defensive ETF buyer in Q1 2023 was LPL Financial, an estimated $5.3M added.
- The largest Invesco Investment Grade Defensive ETF seller in Q1 2023 was PFS Investments, an estimated $7.81M sold.
Based on aggregated 13F filings for Q1 2023.