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Invesco Investment Grade Defensive ETF

20 hedge funds and large institutions have $19M invested in Invesco Investment Grade Defensive ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3% less capital invested

Capital invested by funds: $19.5M → $19M (-$565K)

7.4% less ownership

Funds ownership: 68.47%61.07% (-7.4%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.8M +$192K +7,726 +3%
EWS
2
Evergreen Wealth Solutions
Pennsylvania
$5.79M +$5.79M +232,921 New
SC
3
Scotia Capital
Ontario, Canada
$1.61M +$100K +4,036 +7%
NA
4
NewEdge Advisors
Louisiana
$1.23M +$12.8K +515 +1%
CWAF
5
Core Wealth Advisors (Florida)
Florida
$938K +$344K +13,839 +58%
Jane Street
6
Jane Street
New York
$788K -$351K -14,125 -31%
TC
7
Trilogy Capital
California
$719K
PCIA
8
Prime Capital Investment Advisors
Kansas
$691K -$34.3K -1,381 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$290K -$6.71K -270 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$273K -$249K -10,000 -48%
Citadel Advisors
11
Citadel Advisors
Florida
$260K +$260K +10,447 New
AA
12
Ancora Advisors
Ohio
$248K
CF
13
Collier Financial
Colorado
$129K -$31.1K -1,252 -19%
CWM
14
Copia Wealth Management
Oregon
$79.2K
HI
15
Harbour Investments
Wisconsin
$66.2K
LA
16
LM Advisors
California
$27.7K -$691K -27,806 -98%
Bank of America
17
Bank of America
North Carolina
$26.3K +$6.76K +272 +35%
Morgan Stanley
18
Morgan Stanley
New York
$16.7K +$149 +6 +0.9%
UBS Group
19
UBS Group
Switzerland
$1.79K +$1.79K +72 New
Q1WB
20
Quest 10 Wealth Builders
Virginia
$124
IA
21
Integrity Alliance
Iowa
-$5.07M -204,355 Closed
FTUS
22
Flow Traders U.S.
New York
-$846K -34,090 Closed
GEA
23
Glen Eagle Advisors
New Jersey
-$13.3K -536 Closed

IIGD Hedge Fund Activity: Q4 2025 in Review

20 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Investment Grade Defensive ETF (IIGD) for Q4 2025, worth a combined $19M — down 2.9% from $19.5M a quarter earlier.

Fund positioning in IIGD was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Evergreen Wealth Solutions, opening a new position worth an estimated $5.79M. The largest seller was Integrity Alliance, exiting entirely with an estimated $5.07M sold.

  • 20 institutional investors held Invesco Investment Grade Defensive ETF (IIGD) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $19M of Invesco Investment Grade Defensive ETF stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 3 funds opened new Invesco Investment Grade Defensive ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Investment Grade Defensive ETF buyer in Q4 2025 was Evergreen Wealth Solutions, an estimated $5.79M added.
  • The largest Invesco Investment Grade Defensive ETF seller in Q4 2025 was Integrity Alliance, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2025.