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Invesco MSCI USA ETF

26 hedge funds and large institutions have $2.72B invested in Invesco MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more capital invested

Capital invested by funds: $2.05B → $2.72B (+$669M)

30% more funds holding

Funds holding: 2026 (+6)

4.19% more ownership

Funds ownership: 84.1%88.29% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
5
Reduced
10
Closed
1
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
$2.65B +$716M +16,125,666 +35%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$35.4M +$36.8M +829,157 New
LPL Financial
3
LPL Financial
California
$14.5M -$5.53M -124,388 -27%
EH
4
Equitable Holdings
New York
$6.35M +$3.6M +81,060 +120%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.29M +$1.37M +30,887 +136%
IWP
6
IAG Wealth Partners
Wisconsin
$1.47M -$490K -11,027 -24%
CAAS
7
Capital Asset Advisory Services
Michigan
$1.39M +$1.41M +31,720 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.35M +$1.4M +31,541 New
Goldman Sachs
9
Goldman Sachs
New York
$1.01M -$55.7K -1,254 -5%
KWM
10
Kingsview Wealth Management
Oregon
$997K +$1.04M +23,331 New
JIP
11
Jaffetilchin Investment Partners
Florida
$833K +$311 +7 +0%
AWM
12
Axxcess Wealth Management
California
$686K +$714K +16,061 New
MGP
13
Metis Global Partners
California
$433K -$784K -17,651 -64%
Northern Trust
14
Northern Trust
Illinois
$433K -$146K -3,294 -25%
CWM
15
Collaborative Wealth Management
Florida
$290K -$71.1K -1,600 -19%
SPI
16
Sutton Place Investors
New York
$271K -$321K -7,215 -53%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$266K -$1.39M -31,326 -83%
AF
18
Advisornet Financial
Minnesota
$78.8K
UBS Group
19
UBS Group
Switzerland
$64K +$66.5K +1,497 New
Comerica Bank
20
Comerica Bank
Texas
$59.8K +$62.1K +1,398 New
AAP
21
Arax Advisory Partners
Colorado
$10.7K
GWM
22
Geneos Wealth Management
Colorado
$10.7K
JP Morgan Chase
23
JP Morgan Chase
New York
$8.51K -$241K -5,428 -96%
GRP
24
Global Retirement Partners
California
$8.16K -$75.8K -1,707 -90%
Morgan Stanley
25
Morgan Stanley
New York
$6.75K +$400 +9 +6%

PBUS Hedge Fund Activity: Q3 2023 in Review

26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q3 2023, worth a combined $2.72B — up 33% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBUS positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was National Pension Service, adding an estimated $716M. The largest seller was LPL Financial, cutting an estimated $5.53M.

  • 26 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $2.72B of Invesco MSCI USA ETF stock for Q3 2023, up 33% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI USA ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
  • The largest Invesco MSCI USA ETF buyer in Q3 2023 was National Pension Service, an estimated $716M added.
  • The largest Invesco MSCI USA ETF seller in Q3 2023 was LPL Financial, an estimated $5.53M sold.

Based on aggregated 13F filings for Q3 2023.