We are live on ! Find out more
PBUS icon

Invesco MSCI USA ETF

20 hedge funds and large institutions have $2.05B invested in Invesco MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more funds holding

Funds holding: 1820 (+2)

5% more capital invested

Capital invested by funds: $1.94B → $2.05B (+$104M)

1.22% less ownership

Funds ownership: 85.32%84.1% (-1.2%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
3
Reduced
8
Closed
4
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
$2.01B
LPL Financial
2
LPL Financial
California
$20.5M -$75.1K -1,796 -0.4%
EH
3
Equitable Holdings
New York
$2.98M +$2.82M +67,408 New
IWP
4
IAG Wealth Partners
Wisconsin
$2.01M -$108K -2,592 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.66M +$1.43M +34,241 +1,036%
MGP
6
Metis Global Partners
California
$1.23M -$35.9M -859,861 -97%
Goldman Sachs
7
Goldman Sachs
New York
$1.11M +$1.05M +25,000 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.01M -$37.1K -888 -4%
JIP
9
Jaffetilchin Investment Partners
Florida
$862K -$1.71M -40,824 -68%
SPI
10
Sutton Place Investors
New York
$600K +$567K +13,555 New
Northern Trust
11
Northern Trust
Illinois
$593K -$12.1M -288,301 -96%
CWM
12
Collaborative Wealth Management
Florida
$370K -$99.5K -2,379 -22%
HF
13
HRT Financial
New York
$263K +$249K +5,963 New
JP Morgan Chase
14
JP Morgan Chase
New York
$249K +$154K +3,695 +191%
GRP
15
Global Retirement Partners
California
$84K +$8.03K +192 +11%
AF
16
Advisornet Financial
Minnesota
$81.5K -$170K -4,064 -69%
AAP
17
Arax Advisory Partners
Colorado
$11.1K +$10.5K +251 New
GWM
18
Geneos Wealth Management
Colorado
$11.1K
Morgan Stanley
19
Morgan Stanley
New York
$6.59K
Wells Fargo
20
Wells Fargo
California
$41 +$42 +1 New
WKKFT
21
W.K. Kellogg Foundation Trust
Michigan
-$11.8M -288,196 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$2.18M -53,357 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$386K -9,457 Closed
UBS Group
24
UBS Group
Switzerland
-$25.5K -625 Closed

PBUS Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q2 2023, worth a combined $2.05B — up 5.4% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBUS positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.82M. The largest seller was Metis Global Partners, cutting an estimated $35.9M.

  • 20 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $2.05B of Invesco MSCI USA ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI USA ETF positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Invesco MSCI USA ETF buyer in Q2 2023 was Equitable Holdings, an estimated $2.82M added.
  • The largest Invesco MSCI USA ETF seller in Q2 2023 was Metis Global Partners, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2023.