We are live on ! Find out more
IIGD icon

Invesco Investment Grade Defensive ETF

22 hedge funds and large institutions have $15.8M invested in Invesco Investment Grade Defensive ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $13.1M → $15.8M (+$2.66M)

16% more funds holding

Funds holding: 1922 (+3)

4.55% more ownership

Funds ownership: 53.52%58.07% (+4.5%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.92M +$1.12M +45,787 +41%
IA
2
Integrity Alliance
Iowa
$2.1M +$524K +21,390 +34%
AWS
3
Atria Wealth Solutions
New York
$1.85M
SC
4
Scotia Capital
Ontario, Canada
$1.5M +$547K +22,304 +58%
NA
5
NewEdge Advisors
Louisiana
$1.26M +$7.92K +323 +0.6%
Citadel Advisors
6
Citadel Advisors
Florida
$1.2M -$96.1K -3,921 -7%
PCIA
7
Prime Capital Investment Advisors
Kansas
$714K -$2.48K -101 -0.3%
LA
8
LM Advisors
California
$704K
HighTower Advisors
9
HighTower Advisors
Illinois
$519K
TC
10
Trilogy Capital
California
$410K
Jane Street
11
Jane Street
New York
$385K +$32.7K +1,333 +9%
CWAF
12
Core Wealth Advisors (Florida)
Florida
$350K +$348K +14,195 New
Osaic Holdings
13
Osaic Holdings
Arizona
$315K +$153K +6,262 +96%
AA
14
Ancora Advisors
Ohio
$247K
CWM
15
Copia Wealth Management
Oregon
$78.7K
HI
16
Harbour Investments
Wisconsin
$65.7K -$2.45K -100 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$64.7K +$64.2K +2,621 New
JP Morgan Chase
18
JP Morgan Chase
New York
$61.2K +$60.8K +2,480 New
Morgan Stanley
19
Morgan Stanley
New York
$16.3K +$147 +6 +0.9%
Bank of America
20
Bank of America
North Carolina
$15.8K -$10.7K -436 -40%
Q1WB
21
Quest 10 Wealth Builders
Virginia
$123
Fidelity Investments
22
Fidelity Investments
Massachusetts
$25 +$25 +1 New

IIGD Hedge Fund Activity: Q2 2025 in Review

22 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q2 2025, worth a combined $15.8M — up 20% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IIGD positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.12M. The largest seller was Citadel Advisors, cutting an estimated $96.1K.

  • 22 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q2 2025, up from 19 in Q1 2025.
  • Funds reported $15.8M of Invesco Investment Grade Defensive ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 4 funds opened new Invesco Investment Grade Defensive ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q2 2025 was LPL Financial, an estimated $1.12M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q2 2025 was Citadel Advisors, an estimated $96.1K sold.

Based on aggregated 13F filings for Q2 2025.