We are live on ! Find out more
IIGD icon

Invesco Investment Grade Defensive ETF

26 hedge funds and large institutions have $65.9M invested in Invesco Investment Grade Defensive ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $51.2M → $65.9M (+$14.7M)

24% more funds holding

Funds holding: 2126 (+5)

11.75% more ownership

Funds ownership: 63.13%74.89% (+12%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$26.4M +$456K +18,971 +2%
Jane Street
2
Jane Street
New York
$8.4M +$8.49M +353,351 New
Citadel Advisors
3
Citadel Advisors
Florida
$5.79M +$5.85M +243,423 New
LPL Financial
4
LPL Financial
California
$4.92M -$3.42M -142,295 -41%
Mariner
5
Mariner
Kansas
$4.86M -$62.7K -2,608 -1%
NA
6
NewEdge Advisors
Louisiana
$2.9M -$213K -8,855 -7%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.68M +$2.28M +94,975 +537%
RJA
8
Raymond James & Associates
Florida
$1.9M +$1.92M +79,734 New
PCIA
9
Prime Capital Investment Advisors
Kansas
$1.54M +$1.55M +64,573 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.49M +$1.51M +62,672 New
Bank of America
11
Bank of America
North Carolina
$1.48M +$24.1K +1,001 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$712K +$250K +10,386 +53%
SC
13
Scotia Capital
Ontario, Canada
$666K +$674K +28,016 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$386K +$390K +16,226 New
FGA
15
Fortis Group Advisors
New Jersey
$362K -$1.56K -65 -0.4%
MML Investors Services
16
MML Investors Services
Massachusetts
$340K +$91.1K +3,788 +36%
TC
17
Trilogy Capital
California
$293K
OMC
18
Old Mission Capital
Illinois
$241K +$243K +10,124 New
AA
19
Ancora Advisors
Ohio
$238K +$240K +10,000 New
Osaic Holdings
20
Osaic Holdings
Arizona
$145K +$41.7K +1,736 +40%
HI
21
Harbour Investments
Wisconsin
$113K -$2.43K -101 -2%
UBS Group
22
UBS Group
Switzerland
$18.2K -$48.4K -2,015 -72%
GEA
23
Glen Eagle Advisors
New Jersey
$11.3K
IA
24
IFP Advisors
Florida
$29 +$24 +1 New
Morgan Stanley
25
Morgan Stanley
New York
$24

IIGD Hedge Fund Activity: Q2 2023 in Review

26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q2 2023, worth a combined $65.9M — up 29% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IIGD positions and 6 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.49M. The largest seller was LPL Financial, cutting an estimated $3.42M.

  • 26 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $65.9M of Invesco Investment Grade Defensive ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 11 funds opened new Invesco Investment Grade Defensive ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q2 2023 was Jane Street, an estimated $8.49M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q2 2023 was LPL Financial, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2023.