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Invesco Investment Grade Defensive ETF

24 hedge funds and large institutions have $32.1M invested in Invesco Investment Grade Defensive ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2224 (+2)

4.88% more ownership

Funds ownership: 68.73%73.61% (+4.9%)

5% more capital invested

Capital invested by funds: $30.6M → $32.1M (+$1.45M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$17.4M +$351K +14,392 +2%
LPL Financial
2
LPL Financial
California
$2.56M -$210K -8,598 -8%
AWS
3
Atria Wealth Solutions
New York
$2.3M -$244K -10,000 -10%
Jane Street
4
Jane Street
New York
$2.16M +$1.92M +78,619 +751%
Citadel Advisors
5
Citadel Advisors
Florida
$1.42M -$211K -8,654 -13%
NA
6
NewEdge Advisors
Louisiana
$1.26M +$35.7K +1,465 +3%
SC
7
Scotia Capital
Ontario, Canada
$1.09M +$83.1K +3,405 +8%
LA
8
LM Advisors
California
$815K
PCIA
9
Prime Capital Investment Advisors
Kansas
$695K +$4.61K +189 +0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$509K -$37.5K -1,536 -7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$411K -$185K -7,574 -31%
TC
12
Trilogy Capital
California
$396K +$1.46K +60 +0.4%
EP
13
Essential Planning
New Hampshire
$384K +$384K +15,730 New
CF
14
Collier Financial
Colorado
$262K +$263K +10,802 New
AA
15
Ancora Advisors
Ohio
$242K
CWM
16
Copia Wealth Management
Oregon
$77.2K +$77.8K +3,189 New
HI
17
Harbour Investments
Wisconsin
$66.9K -$43.3K -1,775 -39%
Morgan Stanley
18
Morgan Stanley
New York
$15.7K +$98 +4 +0.6%
Bank of America
19
Bank of America
North Carolina
$13.5K +$683 +28 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$8.64K +$366 +15 +4%
UBS Group
21
UBS Group
Switzerland
$1.99K -$24.9K -1,019 -93%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$1.31K -$1.12K -46 -46%
JP Morgan Chase
23
JP Morgan Chase
New York
$129 -$220 -9 -64%
Q1WB
24
Quest 10 Wealth Builders
Virginia
$121 +$122 +5 New
GEA
25
Glen Eagle Advisors
New Jersey
-$14.5K -586 Closed

IIGD Hedge Fund Activity: Q4 2024 in Review

24 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q4 2024, worth a combined $32.1M — up 4.7% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IIGD positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $1.92M. The largest seller was Atria Wealth Solutions, cutting an estimated $244K.

  • 24 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $32.1M of Invesco Investment Grade Defensive ETF stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 4 funds opened new Invesco Investment Grade Defensive ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q4 2024 was Jane Street, an estimated $1.92M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $244K sold.

Based on aggregated 13F filings for Q4 2024.