Invesco MSCI USA ETF
PBUS
25 hedge funds and large institutions have $3.57B invested in Invesco MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $2.72B → $3.57B (+$849M)
2.05% more ownership
Funds ownership: 88.29% → 90.33% (+2%)
4% less funds holding
Funds holding: 26 → 25 (-1)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$437M |
| 2 |
MGP
Metis Global Partners
San Diego,
California
|
+$37.8M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$13.8M |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$13.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.19M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$997K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$503K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$433K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
26
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$997K | -23,331 | Closed |
|
|
27
Northern Trust
Chicago,
Illinois
| – | -$433K | -10,120 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$266K | -6,221 | Closed |
|
PBUS Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q4 2023, worth a combined $3.57B — up 31% from $2.72B a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PBUS and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.
The largest buyer was National Pension Service, adding an estimated $437M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.3M.
- 25 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q4 2023, down from 26 in Q3 2023.
- Funds reported $3.57B of Invesco MSCI USA ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 2 funds opened new Invesco MSCI USA ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Invesco MSCI USA ETF buyer in Q4 2023 was National Pension Service, an estimated $437M added.
- The largest Invesco MSCI USA ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2023.