Invesco PureBeta US Aggregate Bond ETF
PBND
PBND was delisted on the 23rd of June, 2023.
18 hedge funds and large institutions have $66.5M invested in Invesco PureBeta US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
88% more capital invested
Capital invested by funds: $35.5M → $66.5M (+$31.1M)
38% more funds holding
Funds holding: 13 → 18 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.52M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$4.52M |
| 4 |
Jane Street
New York
|
+$1.47M |
| 5 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$371K |
| 2 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$127K |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$999 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$22 |
PBND Hedge Fund Activity: Q4 2022 in Review
18 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta US Aggregate Bond ETF (PBND) for Q4 2022, worth a combined $66.5M — up 88% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PBND positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.7M. The largest seller was Capital Advisory Group Advisory Services, exiting entirely with an estimated $371K sold.
- 18 institutional investors held Invesco PureBeta US Aggregate Bond ETF (PBND) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $66.5M of Invesco PureBeta US Aggregate Bond ETF stock for Q4 2022, up 88% quarter-over-quarter.
- 8 funds opened new Invesco PureBeta US Aggregate Bond ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest Invesco PureBeta US Aggregate Bond ETF buyer in Q4 2022 was LPL Financial, an estimated $21.7M added.
- The largest Invesco PureBeta US Aggregate Bond ETF seller in Q4 2022 was Capital Advisory Group Advisory Services, an estimated $371K sold.
Based on aggregated 13F filings for Q4 2022.