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Invesco MSCI USA ETF
PBUS

18 hedge funds and large institutions have $2.26B invested in Invesco MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

64% more funds holding

Funds holding: 11 → 18 (+7)

10% more capital invested

Capital invested by funds: $2.05B → $2.26B (+$213M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12.14% less ownership

Funds ownership: 98.71% → 86.58% (-12%)

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.38M
2
FHA
Flagship Harbor Advisors
Massachusetts
+$3.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.78M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.69M
5
DAS
Dynamic Advisor Solutions
Arizona
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$425K
2
JCM
Jacobi Capital Management
Pennsylvania
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Pension Service
1
National Pension Service
South Korea
$2.22B – – –
Invesco
2
Invesco
Georgia
$15.7M +$379K +8,102 +3%
LPL Financial
3
LPL Financial
California
$15.7M +$4.38M +93,757 +40%
EH
4
Equitable Holdings
New York
$4.17M -$425K -9,084 -9%
FHA
5
Flagship Harbor Advisors
Massachusetts
$3.52M +$3.42M +73,139 New
CWM
6
Collaborative Wealth Management
Florida
$2.67M +$2.6M +55,525 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.83M +$1.78M +38,089 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.74M +$1.69M +36,203 New
DAS
9
Dynamic Advisor Solutions
Arizona
$1.48M +$1.44M +30,789 New
SWM
10
SFG Wealth Management
Maryland
$326K +$317K +6,783 New
IWP
11
IAG Wealth Partners
Wisconsin
$224K +$140K +2,999 +182%
AF
12
Advisornet Financial
Minnesota
$56K – – –
CA
13
CoreCap Advisors
Michigan
$28K +$27K +578 New
GWM
14
Geneos Wealth Management
Colorado
$24K +$16.4K +350 +233%
Osaic Holdings
15
Osaic Holdings
Arizona
$9K – – –
UBS Group
16
UBS Group
Switzerland
$8K +$7.39K +158 New
Morgan Stanley
17
Morgan Stanley
New York
$7K – – –
JCM
18
Jacobi Capital Management
Pennsylvania
– -$136K -3,102 Closed
Wells Fargo
19
Wells Fargo
California
– +$47 +1 +50%

PBUS Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q4 2021, worth a combined $2.26B — up 10% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBUS positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.38M. The largest seller was Equitable Holdings, cutting an estimated $425K.

  • 18 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q4 2021, up from 11 in Q3 2021.
  • Funds reported $2.26B of Invesco MSCI USA ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI USA ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest Invesco MSCI USA ETF buyer in Q4 2021 was LPL Financial, an estimated $4.38M added.
  • The largest Invesco MSCI USA ETF seller in Q4 2021 was Equitable Holdings, an estimated $425K sold.

Based on aggregated 13F filings for Q4 2021.