Invesco MSCI USA ETF
PBUS
26 hedge funds and large institutions have $2.72B invested in Invesco MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $2.05B → $2.72B (+$669M)
30% more funds holding
Funds holding: 20 → 26 (+6)
4.19% more ownership
Funds ownership: 84.1% → 88.29% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$716M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$36.8M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.6M |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$1.41M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
| 3 |
MGP
Metis Global Partners
San Diego,
California
|
-$784K |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$490K |
| 5 |
SPI
Sutton Place Investors
Katonah,
New York
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $33 | – | – | – |
|
|
HF
27
HRT Financial
New York
| – | -$263K | -5,963 | Closed |
|
PBUS Hedge Fund Activity: Q3 2023 in Review
26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q3 2023, worth a combined $2.72B — up 33% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBUS positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was National Pension Service, adding an estimated $716M. The largest seller was LPL Financial, cutting an estimated $5.53M.
- 26 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q3 2023, up from 20 in Q2 2023.
- Funds reported $2.72B of Invesco MSCI USA ETF stock for Q3 2023, up 33% quarter-over-quarter.
- 7 funds opened new Invesco MSCI USA ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
- The largest Invesco MSCI USA ETF buyer in Q3 2023 was National Pension Service, an estimated $716M added.
- The largest Invesco MSCI USA ETF seller in Q3 2023 was LPL Financial, an estimated $5.53M sold.
Based on aggregated 13F filings for Q3 2023.