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Invesco MSCI USA ETF

20 hedge funds and large institutions have $1.79B invested in Invesco MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1820 (+2)

0.01% more ownership

Funds ownership: 84.5%84.5% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less capital invested

Capital invested by funds: $2.14B → $1.79B (-$351M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
1
National Pension Service
South Korea
$1.74B
LPL Financial
2
LPL Financial
California
$21.2M +$4.96M +121,002 +27%
Invesco
3
Invesco
Georgia
$20.9M +$8.81M +214,920 +63%
FHA
4
Flagship Harbor Advisors
Massachusetts
$5.44M +$737K +17,984 +14%
IWP
5
IAG Wealth Partners
Wisconsin
$4.28M +$4.18M +102,080 +894%
CWM
6
Collaborative Wealth Management
Florida
$2.04M +$2.21M +54,034 New
SFS
7
Sowell Financial Services
Arkansas
$1.4M +$2.24M +54,548 New
Goldman Sachs
8
Goldman Sachs
New York
$541K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$315K -$82.6K -2,016 -19%
AF
10
Advisornet Financial
Minnesota
$249K +$43.4K +1,059 +19%
EH
11
Equitable Holdings
New York
$225K
MFG
12
Merit Financial Group
Georgia
$206K +$224K +5,478 New
Osaic Holdings
13
Osaic Holdings
Arizona
$154K -$136K -3,325 -45%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$70K -$821K -20,044 -91%
GRP
15
Global Retirement Partners
California
$63K +$287 +7 +0.4%
GWM
16
Geneos Wealth Management
Colorado
$19K +$41 +1 +0.2%
CA
17
CoreCap Advisors
Michigan
$19K +$20.6K +502 New
Wells Fargo
18
Wells Fargo
California
$16K +$17.6K +430 +21,500%
UBS Group
19
UBS Group
Switzerland
$10K +$6.51K +159 +134%
Morgan Stanley
20
Morgan Stanley
New York
$6K
DAS
21
Dynamic Advisor Solutions
Arizona
-$1.34M -29,379 Closed
SWM
22
SFG Wealth Management
Maryland
-$309K -6,783 Closed

PBUS Hedge Fund Activity: Q2 2022 in Review

20 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q2 2022, worth a combined $1.79B — down 16% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PBUS positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Invesco, adding an estimated $8.81M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $1.34M sold.

  • 20 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q2 2022, up from 18 in Q1 2022.
  • Funds reported $1.79B of Invesco MSCI USA ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI USA ETF positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest Invesco MSCI USA ETF buyer in Q2 2022 was Invesco, an estimated $8.81M added.
  • The largest Invesco MSCI USA ETF seller in Q2 2022 was Dynamic Advisor Solutions, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2022.