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Invesco Emerging Markets Sovereign Debt ETF

132 hedge funds and large institutions have $1.12B invested in Invesco Emerging Markets Sovereign Debt ETF in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

10% more funds holding

Funds holding: 120132 (+12)

5% less capital invested

Capital invested by funds: $1.18B → $1.12B (-$61.2M)

5.72% less ownership

Funds ownership: 65.95%60.23% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 52

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $697K

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
26
Increased
40
Reduced
52
Closed
12
Calls
Puts
$697K
Net Calls
-$697K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$6.83M -$946K -34,674 -12%
MAA
27
Managed Account Advisors
New Jersey
$6.15M +$627K +22,986 +11%
CS
28
Credit Suisse
Switzerland
$5.51M -$1.1M -40,292 -16%
ECM
29
ETrade Capital Management
Virginia
$5.4M +$1.67M +61,035 +44%
RJA
30
Raymond James & Associates
Florida
$4.91M -$29K -1,064 -0.6%
SC
31
Stratford Consulting
Texas
$4.53M -$4.6M -168,679 -50%
First Trust Advisors
32
First Trust Advisors
Illinois
$4.5M -$292K -10,694 -6%
Goldman Sachs
33
Goldman Sachs
New York
$4.49M +$4.08M +149,307 +882%
FIM
34
Freedom Investment Management
Connecticut
$4.15M +$409 +15 +0%
BT
35
Beacon Trust
New Jersey
$3.89M -$93.8K -3,438 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.79M +$50.2K +1,839 +1%
PI
37
Placemark Investments
Illinois
$3.73M -$1.16M -42,369 -23%
PPA
38
Parametric Portfolio Associates
Washington
$3.72M -$1.05M -38,432 -22%
N
39
Nuveen
North Carolina
$3.7M -$273K -10,000 -7%
BJ
40
Brouwer & Janachowski
California
$3.22M +$3.25M +119,162 New
FAAM
41
First Allied Asset Management
California
$3.06M +$3.1M +113,611 New
SB
42
Suntrust Banks
Georgia
$2.98M +$960K +35,188 +47%
WCM
43
Windsor Capital Management
Arizona
$2.75M -$79.5K -2,911 -3%
OC
44
Oppenheimer & Co
New York
$2.71M +$110K +4,047 +4%
B
45
Baird
Wisconsin
$2.58M -$411K -15,057 -14%
Ameriprise
46
Ameriprise
Minnesota
$2.5M -$241K -8,847 -9%
SC
47
Scotia Capital
Ontario, Canada
$2.33M +$83.1K +3,045 +4%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$2.16M
JP Morgan Chase
49
JP Morgan Chase
New York
$2.03M -$21M -768,802 -91%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.69M -$278K -10,183 -14%

PCY Hedge Fund Activity: Q4 2013 in Review

132 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q4 2013, worth a combined $1.12B — down 5.2% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PCY positions and 12 closed out — a net gain of 14 holders — while 40 added to existing stakes and 52 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $9.22M. The largest seller was Invesco, cutting an estimated $25.7M.

  • 132 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q4 2013, up from 120 in Q3 2013.
  • Funds reported $1.12B of Invesco Emerging Markets Sovereign Debt ETF stock for Q4 2013, down 5.2% quarter-over-quarter.
  • 26 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q4 2013 and 12 closed out, a net change of +14 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q4 2013 was FDx Advisors, an estimated $9.22M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q4 2013 was Invesco, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2013.