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Invesco MSCI USA ETF
PBUS

18 hedge funds and large institutions have $2.14B invested in Invesco MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 18 → 18 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.08% less ownership

Funds ownership: 86.58% → 84.5% (-2.1%)

5% less capital invested

Capital invested by funds: $2.26B → $2.14B (-$121M)

Holders
18
Holders Change
–
Holders Change %
0%
% 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
2
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.16M
2
FHA
Flagship Harbor Advisors
Massachusetts
+$2.39M
3
Goldman Sachs
Goldman Sachs
New York
+$644K
4
Invesco
Invesco
Georgia
+$564K
5
Osaic Holdings
Osaic Holdings
Arizona
+$324K

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$3.61M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$641K
4
DAS
Dynamic Advisor Solutions
Arizona
-$63.2K
5
CA
CoreCap Advisors
Michigan
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Pension Service
1
National Pension Service
South Korea
$2.1B – – –
LPL Financial
2
LPL Financial
California
$20.1M +$5.16M +115,171 +35%
Invesco
3
Invesco
Georgia
$15.5M +$564K +12,590 +4%
FHA
4
Flagship Harbor Advisors
Massachusetts
$5.75M +$2.39M +53,265 +73%
DAS
5
Dynamic Advisor Solutions
Arizona
$1.34M -$63.2K -1,410 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$997K -$641K -14,296 -39%
Goldman Sachs
7
Goldman Sachs
New York
$654K +$644K +14,372 New
IWP
8
IAG Wealth Partners
Wisconsin
$520K +$303K +6,765 +145%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$472K -$1.24M -27,718 -73%
Osaic Holdings
10
Osaic Holdings
Arizona
$338K +$324K +7,233 +3,931%
SWM
11
SFG Wealth Management
Maryland
$309K – – –
EH
12
Equitable Holdings
New York
$271K -$3.61M -80,583 -93%
AF
13
Advisornet Financial
Minnesota
$253K +$197K +4,386 +377%
GRP
14
Global Retirement Partners
California
$66K +$75.1K +1,675 New
GWM
15
Geneos Wealth Management
Colorado
$22K +$45 +1 +0.2%
Morgan Stanley
16
Morgan Stanley
New York
$7K – – –
UBS Group
17
UBS Group
Switzerland
$5K -$1.75K -39 -25%
CA
18
CoreCap Advisors
Michigan
– -$28K -578 Closed
Wells Fargo
19
Wells Fargo
California
– -$45 -1 -33%

PBUS Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q1 2022, worth a combined $2.14B — down 5.4% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBUS positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Equitable Holdings, cutting an estimated $3.61M.

  • 18 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.14B of Invesco MSCI USA ETF stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 2 funds opened new Invesco MSCI USA ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest Invesco MSCI USA ETF buyer in Q1 2022 was LPL Financial, an estimated $5.16M added.
  • The largest Invesco MSCI USA ETF seller in Q1 2022 was Equitable Holdings, an estimated $3.61M sold.

Based on aggregated 13F filings for Q1 2022.