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Invesco MSCI USA ETF

38 hedge funds and large institutions have $4.83B invested in Invesco MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 3638 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $5.01B → $4.83B (-$176M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

1.69% less ownership

Funds ownership: 84.73%83.05% (-1.7%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
12
Closed
5
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
$3.96B
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$253M +$7.68M +130,000 +3%
Morgan Stanley
3
Morgan Stanley
New York
$237M -$14.6M -247,143 -6%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$86.5M +$91.2M +1,544,010 New
SSA
5
Schonfeld Strategic Advisors
New York
$85.2M
Raymond James Financial
6
Raymond James Financial
Florida
$53.9M +$7.14M +120,899 +14%
Invesco
7
Invesco
Georgia
$38.7M -$1.51M -25,515 -4%
CAAS
8
Capital Asset Advisory Services
Michigan
$25.2M +$998K +16,892 +4%
AWM
9
Axxcess Wealth Management
California
$24.9M +$1.09M +18,389 +4%
LPL Financial
10
LPL Financial
California
$17.3M -$421K -7,130 -2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$14.1M -$6.01M -101,668 -29%
UBS Group
12
UBS Group
Switzerland
$8.85M +$9.33M +157,870 +88,691%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.21M -$5.33M -90,178 -49%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.09M +$1.77M +29,930 +49%
MGP
15
Metis Global Partners
California
$2.43M +$591K +10,012 +30%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.39M -$1.05M -17,708 -29%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.38M -$919K -15,553 -27%
AWG
18
Altus Wealth Group
Colorado
$1.94M +$113K +1,915 +6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.78M +$1.36M +23,067 +264%
KPWS
20
Kestra Private Wealth Services
Texas
$1.4M +$1.48M +24,984 New
IWP
21
IAG Wealth Partners
Wisconsin
$1.16M -$36.3K -615 -3%
JIP
22
Jaffetilchin Investment Partners
Florida
$1.03M +$3.43K +58 +0.3%
Citadel Advisors
23
Citadel Advisors
Florida
$986K +$1.04M +17,592 New
EH
24
Equitable Holdings
New York
$708K -$5.61M -94,953 -88%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$489K -$53.2K -900 -9%

PBUS Hedge Fund Activity: Q1 2025 in Review

38 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI USA ETF (PBUS) for Q1 2025, worth a combined $4.83B — down 3.5% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBUS positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Empower Advisory Group, opening a new position worth an estimated $91.2M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 38 institutional investors held Invesco MSCI USA ETF (PBUS) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $4.83B of Invesco MSCI USA ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 7 funds opened new Invesco MSCI USA ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Invesco MSCI USA ETF buyer in Q1 2025 was Empower Advisory Group, an estimated $91.2M added.
  • The largest Invesco MSCI USA ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2025.