Invesco MSCI USA ETF
PBUS
7 hedge funds and large institutions have $9.83M invested in Invesco MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
53% more capital invested
Capital invested by funds: $6.44M → $9.83M (+$3.39M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
16.56% less ownership
Funds ownership: 63.13% → 46.57% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.83M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$616K |
| 3 |
LPL Financial
San Diego,
California
|
+$115K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$154K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$36 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $7M | +$1.83M | +50,615 | +38% |
|
|
2
LPL Financial
San Diego,
California
| $1.49M | +$115K | +3,188 | +9% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $969K | +$616K | +17,033 | +207% |
|
|
JCM
4
Jacobi Capital Management
Pittston,
Pennsylvania
| $360K | -$154K | -4,248 | -31% |
|
5
Morgan Stanley
New York
| $6K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $6K | +$5.42K | +150 | New |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$36 | -1 | -50% |
|
PBUS Hedge Fund Activity: Q4 2020 in Review
7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q4 2020, worth a combined $9.83M — up 53% from $6.44M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBUS positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Invesco, adding an estimated $1.83M. The largest seller was Jacobi Capital Management, cutting an estimated $154K.
- 7 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q4 2020, up from 6 in Q3 2020.
- Funds reported $9.83M of Invesco MSCI USA ETF stock for Q4 2020, up 53% quarter-over-quarter.
- 1 fund opened new Invesco MSCI USA ETF positions in Q4 2020 and 0 closed out, a net change of +1 holder.
- The largest Invesco MSCI USA ETF buyer in Q4 2020 was Invesco, an estimated $1.83M added.
- The largest Invesco MSCI USA ETF seller in Q4 2020 was Jacobi Capital Management, an estimated $154K sold.
Based on aggregated 13F filings for Q4 2020.