Invesco MSCI USA ETF
PBUS
19 hedge funds and large institutions have $1.74B invested in Invesco MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0.95% less ownership
Funds ownership: 84.5% → 83.55% (-0.95%)
3% less capital invested
Capital invested by funds: $1.79B → $1.74B (-$48.7M)
5% less funds holding
Funds holding: 20 → 19 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$11.4M |
| 2 |
WKKFT
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
+$11.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.06M |
| 4 |
Jane Street
New York
|
+$562K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.4M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$818K |
| 3 |
EH
Equitable Holdings
New York
|
-$225K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$206K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$182K |
PBUS Hedge Fund Activity: Q3 2022 in Review
19 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q3 2022, worth a combined $1.74B — down 2.7% from $1.79B a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PBUS and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Northern Trust, opening a new position worth an estimated $11.4M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $1.4M sold.
- 19 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q3 2022, down from 20 in Q2 2022.
- Funds reported $1.74B of Invesco MSCI USA ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
- 3 funds opened new Invesco MSCI USA ETF positions in Q3 2022 and 4 closed out, a net change of -1 holder.
- The largest Invesco MSCI USA ETF buyer in Q3 2022 was Northern Trust, an estimated $11.4M added.
- The largest Invesco MSCI USA ETF seller in Q3 2022 was Sowell Financial Services, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2022.