We are live on ! Find out more
PBUS icon

Invesco MSCI USA ETF

32 hedge funds and large institutions have $4.2B invested in Invesco MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more funds holding

Funds holding: 2832 (+4)

0% less capital invested

Capital invested by funds: $4.21B → $4.2B (-$8.04M)

3.38% less ownership

Funds ownership: 90.98%87.61% (-3.4%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
8
Reduced
10
Closed
6
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
$3.93B -$283M -5,402,823 -7%
MGP
2
Metis Global Partners
California
$69.6M +$67M +1,279,284 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.1M +$2.14M +40,836 +7%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$34.4M +$13.8M +264,000 +72%
Invesco
5
Invesco
Georgia
$23.6M +$22.7M +433,146 New
CAAS
6
Capital Asset Advisory Services
Michigan
$21.7M +$2.14M +40,802 +12%
AWM
7
Axxcess Wealth Management
California
$21.1M +$2.05M +39,138 +11%
LPL Financial
8
LPL Financial
California
$19.8M +$1.41M +26,913 +8%
EH
9
Equitable Holdings
New York
$12.4M +$491K +9,366 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.79M -$7.44K -142 -0.1%
PAG
11
Private Advisor Group
New Jersey
$9.43M +$9.08M +173,364 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.79M +$2.69M +51,294 New
MML Investors Services
13
MML Investors Services
Massachusetts
$2.73M +$2.63M +50,293 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.51M +$2.42M +46,129 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.46M -$56.5K -1,078 -4%
IWP
16
IAG Wealth Partners
Wisconsin
$1.37M -$230K -4,389 -15%
JIP
17
Jaffetilchin Investment Partners
Florida
$1.04M -$471 -9 -0%
Citigroup
18
Citigroup
New York
$367K +$353K +6,740 New
Goldman Sachs
19
Goldman Sachs
New York
$316K -$1.74M -33,268 -85%
Citadel Advisors
20
Citadel Advisors
Florida
$280K -$996K -19,019 -79%
CWM
21
Collaborative Wealth Management
Florida
$244K -$4.87K -93 -2%
AWG
22
Altus Wealth Group
Colorado
$219K +$211K +4,028 New
AF
23
Advisornet Financial
Minnesota
$60.8K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$25.6K
JP Morgan Chase
25
JP Morgan Chase
New York
$24.7K -$262 -5 -1%

PBUS Hedge Fund Activity: Q2 2024 in Review

32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q2 2024, worth a combined $4.2B — down 0.19% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBUS positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Metis Global Partners, opening a new position worth an estimated $67M. The largest seller was National Pension Service, cutting an estimated $283M.

  • 32 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q2 2024, up from 28 in Q1 2024.
  • Funds reported $4.2B of Invesco MSCI USA ETF stock for Q2 2024, down 0.19% quarter-over-quarter.
  • 10 funds opened new Invesco MSCI USA ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest Invesco MSCI USA ETF buyer in Q2 2024 was Metis Global Partners, an estimated $67M added.
  • The largest Invesco MSCI USA ETF seller in Q2 2024 was National Pension Service, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2024.