Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
10 hedge funds and large institutions have $6.79M invested in Invesco PureBeta US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $6.59M → $6.79M (+$196K)
23% less funds holding
Funds holding: 13 → 10 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$372K |
| 2 |
Jane Street
New York
|
+$366K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$316K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$190K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$522K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$352K |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$49.8K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$10K |
PBND Hedge Fund Activity: Q3 2021 in Review
10 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q3 2021, worth a combined $6.79M — up 3% from $6.59M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PBND and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 7 added.
The largest buyer was LPL Financial, adding an estimated $372K. The largest seller was Advisor Resource Council, exiting entirely with an estimated $522K sold.
- 10 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q3 2021, down from 13 in Q2 2021.
- Funds reported $6.79M of Invesco PureBeta US Aggregate Bond ETF stock for Q3 2021, up 3% quarter-over-quarter.
- 1 fund opened new Invesco PureBeta US Aggregate Bond ETF positions in Q3 2021 and 3 closed out, a net change of -2 holders.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $372K added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q3 2021 was Advisor Resource Council, an estimated $522K sold.
Based on aggregated 13F filings for Q3 2021.