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Invesco Investment Grade Defensive ETF
IIGD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
3
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$8.44M
2
Mariner
Mariner
Kansas
$5M
3
NA
NewEdge Advisors
Louisiana
$3.16M
4
Bank of America
Bank of America
North Carolina
$1.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$472K

Top Sellers

1
PI
PFS Investments
Georgia
$26.5M
2
6F
626 Financial
Michigan
$0
3
PAG
Private Advisor Group
New Jersey
$391K
4
Invesco
Invesco
Georgia
$2.42M
5
TF
Trek Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$26.5M -$7.91M -325,568 -23%
LPL Financial
2
LPL Financial
California
$8.44M +$5.33M +220,913 +172%
Mariner
3
Mariner
Kansas
$5M +$5M +207,015 New
NA
4
NewEdge Advisors
Louisiana
$3.16M +$3.16M +130,677 New
Invesco
5
Invesco
Georgia
$2.42M -$875K -36,222 -27%
Bank of America
6
Bank of America
North Carolina
$1.48M +$1.29M +53,424 +670%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$785K -$36.2K -1,498 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$472K +$472K +19,561 New
HighTower Advisors
9
HighTower Advisors
Illinois
$425K +$425K +17,675 New
PAG
10
Private Advisor Group
New Jersey
$391K -$1.94M -80,488 -83%
FGA
11
Fortis Group Advisors
New Jersey
$370K +$370K +15,277 New
FANJ
12
Financial Architects (New Jersey)
New Jersey
$365K +$365K +15,095 New
DWM
13
Darwin Wealth Management
Florida
$298K +$298K +12,348 New
TC
14
Trilogy Capital
California
$296K – – –
BCM
15
Brookstone Capital Management
Illinois
$262K +$262K +10,863 New
MML Investors Services
16
MML Investors Services
Massachusetts
$254K +$254K +10,508 New
HI
17
Harbour Investments
Wisconsin
$117K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$106K +$5.12K +212 +5%
UBS Group
19
UBS Group
Switzerland
$67.2K +$67.2K +2,781 New
GEA
20
Glen Eagle Advisors
New Jersey
$11.5K – – –
Morgan Stanley
21
Morgan Stanley
New York
$24 – – –
6F
22
626 Financial
Michigan
– -$2.37M -99,343 Closed
TF
23
Trek Financial
Arizona
– -$308K -12,887 Closed
AWM
24
Axxcess Wealth Management
California
– -$227K -9,500 Closed
Jane Street
25
Jane Street
New York
– -$213K -8,917 Closed
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