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PBND

Invesco PureBeta US Aggregate Bond ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1318 (+5)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.6M +$21.7M +999,303 +100%
Bank of America
2
Bank of America
North Carolina
$6.87M +$6.52M +300,267 +1,966%
Mariner
3
Mariner
Kansas
$4.53M +$4.52M +208,103 New
IWM
4
IHT Wealth Management
Illinois
$3.71M +$353K +16,244 +11%
CWM
5
Collaborative Wealth Management
Florida
$1.83M -$127K -5,852 -7%
Jane Street
6
Jane Street
New York
$1.47M +$1.47M +67,597 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.37M +$165K +7,618 +14%
GEA
8
Glen Eagle Advisors
New Jersey
$564K +$563K +25,903 New
MCC
9
Money Concepts Capital
Florida
$539K +$537K +24,746 New
WIM
10
WealthPlan Investment Management
Nebraska
$529K -$999 -46 -0.2%
WP
11
WealthPLAN Partners
Nebraska
$528K +$521K +23,975 New
Osaic Holdings
12
Osaic Holdings
Arizona
$408K +$85.1K +3,918 +26%
MML Investors Services
13
MML Investors Services
Massachusetts
$251K +$152 +7 +0.1%
PPP
14
Private Portfolio Partners
New Jersey
$213K +$213K +9,807 New
BAM
15
Belpointe Asset Management
Nevada
$61K +$60.8K +2,801 New
UBS Group
16
UBS Group
Switzerland
$47.1K +$47K +2,164 New
PAG
17
Private Advisor Group
New Jersey
$1.07K +$343K +15,781 +47%
ACA
18
Aptus Capital Advisors
Alabama
$849
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
-$371K -17,167 Closed
Wells Fargo
20
Wells Fargo
California
-$22 -1 Closed