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Invesco MSCI USA ETF

36 hedge funds and large institutions have $5.01B invested in Invesco MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $4.54B → $5.01B (+$466M)

3% more funds holding

Funds holding: 3536 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.21% less ownership

Funds ownership: 85.94%84.73% (-1.2%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
11
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
$4.16B -$99.2M -1,678,134 -2%
Morgan Stanley
2
Morgan Stanley
New York
$263M +$92.9M +1,570,449 +54%
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$259M +$260M +4,393,117 New
SSA
4
Schonfeld Strategic Advisors
New York
$89.5M +$89.9M +1,520,000 New
Raymond James Financial
5
Raymond James Financial
Florida
$49.6M +$49.8M +841,785 New
Invesco
6
Invesco
Georgia
$42.2M +$17.6M +297,687 +71%
CAAS
7
Capital Asset Advisory Services
Michigan
$25.5M +$1.09M +18,433 +4%
AWM
8
Axxcess Wealth Management
California
$25.1M +$1.16M +19,643 +5%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$20.9M -$16.1M -271,600 -43%
LPL Financial
10
LPL Financial
California
$18.6M -$210K -3,550 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.8M +$27.3K +462 +0.3%
Goldman Sachs
12
Goldman Sachs
New York
$9.15M +$7.72M +130,575 +526%
EH
13
Equitable Holdings
New York
$6.34M -$51.9K -878 -0.8%
Two Sigma Investments
14
Two Sigma Investments
New York
$4.56M +$4.58M +77,500 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.58M +$566K +9,577 +19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.55M +$186K +3,143 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.42M +$113K +1,909 +3%
MGP
18
Metis Global Partners
California
$1.96M -$36.6K -619 -2%
AWG
19
Altus Wealth Group
Colorado
$1.93M +$1.59M +26,926 +458%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.63M +$12.8K +217 +0.8%
IAA
21
Independent Advisor Alliance
North Carolina
$1.39M +$1.4M +23,664 New
IWP
22
IAG Wealth Partners
Wisconsin
$1.25M -$172K -2,910 -12%
JIP
23
Jaffetilchin Investment Partners
Florida
$1.08M -$946 -16 -0.1%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$567K -$30.3K -512 -5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$514K -$4.87M -82,297 -90%

PBUS Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q4 2024, worth a combined $5.01B — up 10% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBUS positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), opening a new position worth an estimated $260M. The largest seller was National Pension Service, cutting an estimated $99.2M.

  • 36 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $5.01B of Invesco MSCI USA ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI USA ETF positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Invesco MSCI USA ETF buyer in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $260M added.
  • The largest Invesco MSCI USA ETF seller in Q4 2024 was National Pension Service, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2024.