We are live on ! Find out more
IIGD icon

Invesco Investment Grade Defensive ETF

20 hedge funds and large institutions have $19.5M invested in Invesco Investment Grade Defensive ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

24% more capital invested

Capital invested by funds: $15.8M → $19.5M (+$3.77M)

10.4% more ownership

Funds ownership: 58.07%68.47% (+10%)

9% less funds holding

Funds holding: 2220 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.6M +$1.66M +67,039 +42%
IA
2
Integrity Alliance
Iowa
$5.07M +$2.95M +119,373 +140%
SC
3
Scotia Capital
Ontario, Canada
$1.51M -$421 -17 -0%
NA
4
NewEdge Advisors
Louisiana
$1.21M -$49K -1,979 -4%
Jane Street
5
Jane Street
New York
$1.14M +$749K +30,256 +194%
FTUS
6
Flow Traders U.S.
New York
$846K +$844K +34,090 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$725K +$7.33K +296 +1%
TC
8
Trilogy Capital
California
$718K +$304K +12,299 +74%
LA
9
LM Advisors
California
$707K
CWAF
10
Core Wealth Advisors (Florida)
Florida
$594K +$241K +9,727 +69%
HighTower Advisors
11
HighTower Advisors
Illinois
$521K
Osaic Holdings
12
Osaic Holdings
Arizona
$296K -$20K -809 -6%
AA
13
Ancora Advisors
Ohio
$248K
CF
14
Collier Financial
Colorado
$160K +$160K +6,461 New
CWM
15
Copia Wealth Management
Oregon
$79.1K
HI
16
Harbour Investments
Wisconsin
$66.1K
Bank of America
17
Bank of America
North Carolina
$19.5K +$3.59K +145 +23%
Morgan Stanley
18
Morgan Stanley
New York
$16.6K +$148 +6 +0.9%
GEA
19
Glen Eagle Advisors
New Jersey
$13.3K +$13.3K +536 New
Q1WB
20
Quest 10 Wealth Builders
Virginia
$124
Citadel Advisors
21
Citadel Advisors
Florida
-$1.2M -48,725 Closed
Raymond James Financial
22
Raymond James Financial
Florida
-$64.7K -2,621 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$61.2K -2,480 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$25 -1 Closed

IIGD Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q3 2025, worth a combined $19.5M — up 24% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IIGD and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 8 added.

The largest buyer was Integrity Alliance, adding an estimated $2.95M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.2M sold.

  • 20 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $19.5M of Invesco Investment Grade Defensive ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 3 funds opened new Invesco Investment Grade Defensive ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q3 2025 was Integrity Alliance, an estimated $2.95M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2025.