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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

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

20.09% less ownership

Funds ownership: 73.61%53.52% (-20%)

21% less funds holding

Funds holding: 2419 (-5)

59% less capital invested

Capital invested by funds: $32.1M → $13.1M (-$19M)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.25%
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
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.77M +$179K +7,339 +7%
AWS
2
Atria Wealth Solutions
New York
$1.84M -$486K -20,000 -21%
IA
3
Integrity Alliance
Iowa
$1.56M +$1.55M +63,592 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.29M -$150K -6,168 -10%
NA
5
NewEdge Advisors
Louisiana
$1.24M -$33.8K -1,388 -3%
SC
6
Scotia Capital
Ontario, Canada
$940K -$161K -6,634 -15%
PCIA
7
Prime Capital Investment Advisors
Kansas
$711K +$7K +288 +1%
LA
8
LM Advisors
California
$698K -$125K -5,156 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$515K
TC
10
Trilogy Capital
California
$407K +$6.08K +250 +2%
Jane Street
11
Jane Street
New York
$349K -$1.82M -74,846 -84%
AA
12
Ancora Advisors
Ohio
$245K
CF
13
Collier Financial
Colorado
$210K -$54K -2,221 -21%
Osaic Holdings
14
Osaic Holdings
Arizona
$159K +$149K +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 +$12.6K +519 +93%
Morgan Stanley
18
Morgan Stanley
New York
$16K +$146 +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
JP Morgan Chase
25
JP Morgan Chase
New York
-$129 -5 Closed

IIGD Hedge Fund Activity: Q1 2025 in Review

19 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q1 2025, worth a combined $13.1M — down 59% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IIGD and 1 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Integrity Alliance, opening a new position worth an estimated $1.55M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $17.4M sold.

  • 19 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q1 2025, down from 24 in Q4 2024.
  • Funds reported $13.1M of Invesco Investment Grade Defensive ETF stock for Q1 2025, down 59% quarter-over-quarter.
  • 1 fund opened new Invesco Investment Grade Defensive ETF positions in Q1 2025 and 6 closed out, a net change of -5 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q1 2025 was Integrity Alliance, an estimated $1.55M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2025.