Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
13 hedge funds and large institutions have $35.5M invested in Invesco PureBeta US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
35% more capital invested
Capital invested by funds: $26.3M → $35.5M (+$9.13M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7% less funds holding
Funds holding: 14 → 13 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.91M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$3.5M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.12M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$371K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$564K |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$475K |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$424K |
| 4 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$79K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$24K |
PBND Hedge Fund Activity: Q3 2022 in Review
13 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q3 2022, worth a combined $35.5M — up 35% from $26.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PBND and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $6.91M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $564K sold.
- 13 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q3 2022, down from 14 in Q2 2022.
- Funds reported $35.5M of Invesco PureBeta US Aggregate Bond ETF stock for Q3 2022, up 35% quarter-over-quarter.
- 3 funds opened new Invesco PureBeta US Aggregate Bond ETF positions in Q3 2022 and 4 closed out, a net change of -1 holder.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q3 2022 was LPL Financial, an estimated $6.91M added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q3 2022 was Advisor Resource Council, an estimated $564K sold.
Based on aggregated 13F filings for Q3 2022.