Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $10.7M invested in Invesco PureBeta US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
37% less capital invested
Capital invested by funds: $17M → $10.7M (-$6.34M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3M |
| 2 |
Jane Street
New York
|
+$1.58M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$269K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$114K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$24.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$11.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$27 |
PBND Hedge Fund Activity: Q3 2020 in Review
8 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q3 2020, worth a combined $10.7M — down 37% from $17M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBND positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $3M. The largest seller was Jacobi Capital Management, cutting an estimated $11.3M.
- 8 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q3 2020, up from 7 in Q2 2020.
- Funds reported $10.7M of Invesco PureBeta US Aggregate Bond ETF stock for Q3 2020, down 37% quarter-over-quarter.
- 2 funds opened new Invesco PureBeta US Aggregate Bond ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q3 2020 was LPL Financial, an estimated $3M added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q3 2020 was Jacobi Capital Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2020.