Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
7 hedge funds and large institutions have $17M invested in Invesco PureBeta US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
245% more capital invested
Capital invested by funds: $4.94M → $17M (+$12.1M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$11.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.54K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$53 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$551K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$194K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$66.4K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$60.9K |
PBND Hedge Fund Activity: Q2 2020 in Review
7 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q2 2020, worth a combined $17M — up 245% from $4.94M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBND positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Jacobi Capital Management, opening a new position worth an estimated $11.2M. The largest seller was Invesco, exiting entirely with an estimated $551K sold.
- 7 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q2 2020, up from 5 in Q1 2020.
- Funds reported $17M of Invesco PureBeta US Aggregate Bond ETF stock for Q2 2020, up 245% quarter-over-quarter.
- 3 funds opened new Invesco PureBeta US Aggregate Bond ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q2 2020 was Jacobi Capital Management, an estimated $11.2M added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q2 2020 was Invesco, an estimated $551K sold.
Based on aggregated 13F filings for Q2 2020.