Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
14 hedge funds and large institutions have $26.3M invested in Invesco PureBeta US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
264% more capital invested
Capital invested by funds: $7.23M → $26.3M (+$19.1M)
40% more funds holding
Funds holding: 10 → 14 (+4)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.5M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.95M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$570K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$481K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$255K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17K |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$7.42K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.14K |
PBND Hedge Fund Activity: Q2 2022 in Review
14 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q2 2022, worth a combined $26.3M — up 264% from $7.23M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PBND positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Private Advisor Group, cutting an estimated $255K.
- 14 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q2 2022, up from 10 in Q1 2022.
- Funds reported $26.3M of Invesco PureBeta US Aggregate Bond ETF stock for Q2 2022, up 264% quarter-over-quarter.
- 6 funds opened new Invesco PureBeta US Aggregate Bond ETF positions in Q2 2022 and 0 closed out, a net change of +6 holders.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q2 2022 was LPL Financial, an estimated $13.5M added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q2 2022 was Private Advisor Group, an estimated $255K sold.
Based on aggregated 13F filings for Q2 2022.