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Invesco MSCI USA ETF

26 hedge funds and large institutions have $1.82B invested in Invesco MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

37% more funds holding

Funds holding: 1926 (+7)

4% more capital invested

Capital invested by funds: $1.74B → $1.82B (+$74.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.19% less ownership

Funds ownership: 83.55%83.36% (-0.19%)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
7
Reduced
5
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
$1.75B
LPL Financial
2
LPL Financial
California
$22.1M +$432K +11,270 +2%
Northern Trust
3
Northern Trust
Illinois
$11.5M +$539K +14,065 +5%
WKKFT
4
W.K. Kellogg Foundation Trust
Michigan
$11M
FHA
5
Flagship Harbor Advisors
Massachusetts
$5.71M +$150K +3,915 +3%
JIP
6
Jaffetilchin Investment Partners
Florida
$5.35M +$5.39M +140,548 New
IWP
7
IAG Wealth Partners
Wisconsin
$2.28M -$1.26M -32,868 -35%
CWM
8
Collaborative Wealth Management
Florida
$1.86M -$125K -3,272 -6%
MFG
9
Merit Financial Group
Georgia
$1.36M +$1.37M +35,767 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.16M +$800K +20,887 +217%
Osaic Holdings
11
Osaic Holdings
Arizona
$897K +$488K +12,738 +118%
Citadel Advisors
12
Citadel Advisors
Florida
$746K +$751K +19,599 New
FTUS
13
Flow Traders U.S.
New York
$608K +$613K +15,996 New
Goldman Sachs
14
Goldman Sachs
New York
$547K
MGP
15
Metis Global Partners
California
$535K +$539K +14,065 New
Invesco
16
Invesco
Georgia
$223K -$22M -575,202 -99%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$191K -$244K -6,368 -56%
GRP
18
Global Retirement Partners
California
$64.9K +$268 +7 +0.4%
AF
19
Advisornet Financial
Minnesota
$61.9K -$15K -391 -19%
UBS Group
20
UBS Group
Switzerland
$12.9K +$10.3K +269 +390%
AWM
21
Accurate Wealth Management
Florida
$10.2K +$10.1K +264 New
GWM
22
Geneos Wealth Management
Colorado
$9.51K
BFO
23
Biltmore Family Office
North Carolina
$6.81K +$6.86K +179 New
Morgan Stanley
24
Morgan Stanley
New York
$5.67K
MCC
25
Money Concepts Capital
Florida
$1.75K +$1.76K +46 New

PBUS Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q4 2022, worth a combined $1.82B — up 4.3% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBUS positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $5.39M. The largest seller was Invesco, cutting an estimated $22M.

  • 26 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $1.82B of Invesco MSCI USA ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI USA ETF positions in Q4 2022 and 2 closed out, a net change of +7 holders.
  • The largest Invesco MSCI USA ETF buyer in Q4 2022 was Jaffetilchin Investment Partners, an estimated $5.39M added.
  • The largest Invesco MSCI USA ETF seller in Q4 2022 was Invesco, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2022.