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Invesco Investment Grade Defensive ETF

19 hedge funds and large institutions have $13.1M invested in Invesco Investment Grade Defensive ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.77M +$180K +7,339 +7%
AWS
2
Atria Wealth Solutions
New York
$1.84M -$490K -20,000 -21%
IA
3
Integrity Alliance
Iowa
$1.56M +$1.56M +63,592 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.29M -$151K -6,168 -10%
NA
5
NewEdge Advisors
Louisiana
$1.24M -$34K -1,388 -3%
SC
6
Scotia Capital
Ontario, Canada
$940K -$163K -6,634 -15%
PCIA
7
Prime Capital Investment Advisors
Kansas
$711K +$7.06K +288 +1%
LA
8
LM Advisors
California
$698K -$126K -5,156 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$515K
TC
10
Trilogy Capital
California
$407K +$6.13K +250 +2%
Jane Street
11
Jane Street
New York
$349K -$1.83M -74,846 -84%
AA
12
Ancora Advisors
Ohio
$245K
CF
13
Collier Financial
Colorado
$210K -$54.4K -2,221 -21%
Osaic Holdings
14
Osaic Holdings
Arizona
$159K +$151K +6,145 +1,721%
CWM
15
Copia Wealth Management
Oregon
$78.1K
HI
16
Harbour Investments
Wisconsin
$67.7K
Bank of America
17
Bank of America
North Carolina
$26.4K +$12.7K +519 +93%
Morgan Stanley
18
Morgan Stanley
New York
$16K +$147 +6 +0.9%
Q1WB
19
Quest 10 Wealth Builders
Virginia
$123
Bank of New York Mellon
20
Bank of New York Mellon
New York
-$17.4M -718,718 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$411K -16,960 Closed
EP
22
Essential Planning
New Hampshire
-$384K -15,730 Closed
UBS Group
23
UBS Group
Switzerland
-$1.99K -82 Closed
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
-$1.31K -54 Closed
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
-$129 -5 Closed