Invesco MSCI USA ETF
PBUS
35 hedge funds and large institutions have $4.54B invested in Invesco MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
9% more funds holding
Funds holding: 32 → 35 (+3)
8% more capital invested
Capital invested by funds: $4.2B → $4.54B (+$337M)
1.66% less ownership
Funds ownership: 87.61% → 85.94% (-1.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$160M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.22M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.84M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.48M |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGP
Metis Global Partners
San Diego,
California
|
-$68.9M |
| 2 |
EH
Equitable Holdings
New York
|
-$6.58M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.47M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$770K |
| 5 |
Citigroup
New York
|
-$367K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $81.2K | +$78.2K | +1,414 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $64.1K | – | – | – |
|
28
JP Morgan Chase
New York
| $26.1K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $19K | +$16.7K | +302 | +1,041% |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $14.4K | – | – | – |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $14.3K | – | – | – |
|
32
Jones Financial Companies
Des Peres,
Missouri
| $8.01K | +$7.74K | +140 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $6.91K | -$19.4K | -350 | -74% |
|
34
Bank of America
Charlotte,
North Carolina
| $3.44K | +$774 | +14 | +30% |
|
35
Wells Fargo
San Francisco,
California
| $98 | – | – | – |
|
|
36
Citigroup
New York
| – | -$367K | -6,740 | Closed |
|
37
Citadel Advisors
Miami,
Florida
| – | -$280K | -5,144 | Closed |
|
PBUS Hedge Fund Activity: Q3 2024 in Review
35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q3 2024, worth a combined $4.54B — up 8% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PBUS positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Metis Global Partners, cutting an estimated $68.9M.
- 35 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q3 2024, up from 32 in Q2 2024.
- Funds reported $4.54B of Invesco MSCI USA ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 5 funds opened new Invesco MSCI USA ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest Invesco MSCI USA ETF buyer in Q3 2024 was Morgan Stanley, an estimated $160M added.
- The largest Invesco MSCI USA ETF seller in Q3 2024 was Metis Global Partners, an estimated $68.9M sold.
Based on aggregated 13F filings for Q3 2024.