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Invesco MSCI USA ETF

18 hedge funds and large institutions have $1.94B invested in Invesco MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more capital invested

Capital invested by funds: $1.82B → $1.94B (+$124M)

1.95% more ownership

Funds ownership: 83.36%85.32% (+2%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

31% less funds holding

Funds holding: 2618 (-8)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
18
Holders Change
-8
Holders Change %
-30.77%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
1
Increased
5
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
-$6.81K -179 Closed
MCC
27
Money Concepts Capital
Florida
-$1.75K -46 Closed

PBUS Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q1 2023, worth a combined $1.94B — up 6.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PBUS and 1 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Metis Global Partners, adding an estimated $34.8M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $5.71M sold.

  • 18 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q1 2023, down from 26 in Q4 2022.
  • Funds reported $1.94B of Invesco MSCI USA ETF stock for Q1 2023, up 6.8% quarter-over-quarter.
  • 1 fund opened new Invesco MSCI USA ETF positions in Q1 2023 and 8 closed out, a net change of -7 holders.
  • The largest Invesco MSCI USA ETF buyer in Q1 2023 was Metis Global Partners, an estimated $34.8M added.
  • The largest Invesco MSCI USA ETF seller in Q1 2023 was Flagship Harbor Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.