Invesco MSCI USA ETF
PBUS
5 hedge funds and large institutions have $1.71M invested in Invesco MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
386% more capital invested
Capital invested by funds: $351K → $1.71M (+$1.36M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
54.64% more ownership
Funds ownership: 10.92% → 65.56% (+55%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$270K |
| 3 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$220K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.01M | +$1.18M | +38,744 | New |
|
|
2
Invesco
Atlanta,
Georgia
| $281K | -$1.65K | -54 | -0.5% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $230K | +$270K | +8,835 | New |
|
|
JCM
4
Jacobi Capital Management
Pittston,
Pennsylvania
| $187K | +$220K | +7,188 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$3K | -79 | Closed |
|
|
6
Wells Fargo
San Francisco,
California
| – | +$31 | +1 | +100% |
|
PBUS Hedge Fund Activity: Q1 2020 in Review
5 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q1 2020, worth a combined $1.71M — up 386% from $351K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBUS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.18M. The largest seller was UBS Group, exiting entirely with an estimated $3K sold.
- 5 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q1 2020, up from 3 in Q4 2019.
- Funds reported $1.71M of Invesco MSCI USA ETF stock for Q1 2020, up 386% quarter-over-quarter.
- 3 funds opened new Invesco MSCI USA ETF positions in Q1 2020 and 1 closed out, a net change of +2 holders.
- The largest Invesco MSCI USA ETF buyer in Q1 2020 was LPL Financial, an estimated $1.18M added.
- The largest Invesco MSCI USA ETF seller in Q1 2020 was UBS Group, an estimated $3K sold.
Based on aggregated 13F filings for Q1 2020.