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Invesco Emerging Markets Sovereign Debt ETF

151 hedge funds and large institutions have $1.63B invested in Invesco Emerging Markets Sovereign Debt ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $1.69B → $1.63B (-$53.3M)

2.92% less ownership

Funds ownership: 67.51%64.59% (-2.9%)

4% less funds holding

Funds holding: 157151 (-6)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
151
Holders Change
-6
Holders Change %
-3.82%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
22
Increased
46
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
51
Brouwer & Janachowski
California
$1.9M -$278K -10,058 -13%
RPG
52
Risk Paradigm Group
Texas
$1.87M +$814K +29,471 +76%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$1.8M -$1.23M -44,346 -40%
MFS
54
MSI Financial Services
Massachusetts
$1.78M +$197K +7,145 +12%
OAM
55
Occidental Asset Management
California
$1.67M +$250K +9,042 +17%
TCM
56
Tuttle Capital Management
Connecticut
$1.44M +$1.45M +52,394 New
DSC
57
Duncker Streett & Co
Missouri
$1.24M -$54.7K -1,978 -4%
FTUS
58
Flow Traders U.S.
New York
$1.14M -$8.3M -300,254 -88%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$1.1M
JMPWA
60
JP Morgan Private Wealth Advisors
California
$1.08M +$1.09M +39,280 New
BTS
61
BB&T Securities
Virginia
$1.07M +$42K +1,520 +4%
GWM
62
Gupta Wealth Management
California
$1.05M +$442 +16 +0%
BCM
63
Brookstone Capital Management
Illinois
$1.05M -$56.6K -2,049 -5%
HIM
64
Hillsdale Investment Management
Ontario, Canada
$938K +$945K +34,200 New
HW
65
Hedeker Wealth
Illinois
$912K -$55K -1,990 -6%
SFA
66
Sequoia Financial Advisors
Ohio
$822K +$35.7K +1,292 +5%
MAM
67
Marquette Asset Management
Minnesota
$811K
AIG
68
American International Group
New York
$683K -$128K -4,622 -16%
WB
69
Webster Bank
Connecticut
$675K -$133K -4,831 -16%
MIAN
70
Mariner Independent Advisor Network
Kansas
$671K +$31.7K +1,146 +5%
RIA
71
Regal Investment Advisors
Michigan
$634K -$77.3K -2,796 -11%
IWMPD
72
Integrated Wealth Management (Palm Desert)
California
$598K -$7.99K -289 -1%
FAAS
73
First Allied Advisory Services
California
$556K -$4.82M -174,567 -90%
NPC
74
National Planning Corporation
California
$497K +$66.6K +2,412 +16%
BL
75
BCWM LLC
Kansas
$477K +$2.24K +81 +0.5%

PCY Hedge Fund Activity: Q3 2015 in Review

151 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q3 2015, worth a combined $1.63B — down 3.2% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PCY and 22 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $386M. The largest seller was Invesco, cutting an estimated $25.9M.

  • 151 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q3 2015, down from 157 in Q2 2015.
  • Funds reported $1.63B of Invesco Emerging Markets Sovereign Debt ETF stock for Q3 2015, down 3.2% quarter-over-quarter.
  • 22 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q3 2015 and 26 closed out, a net change of -4 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q3 2015 was Bank of America, an estimated $386M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q3 2015 was Invesco, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2015.