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Invesco Emerging Markets Sovereign Debt ETF

204 hedge funds and large institutions have $1.18B invested in Invesco Emerging Markets Sovereign Debt ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $1.07B → $1.18B (+$105M)

6% more funds holding

Funds holding: 192204 (+12)

1.13% more ownership

Funds ownership: 71.19%72.32% (+1.1%)

36% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 78

69% less call options, than puts

Call options by funds: $4K | Put options by funds: $13K

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
3.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
50
Reduced
78
Closed
31
Calls
$4K
Puts
$13K
Net Calls
-$9K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.49M +$1.44M +79,580 New
RJA
52
Raymond James & Associates
Florida
$1.36M -$188K -10,424 -13%
GHA
53
Granite Harbor Advisors
Texas
$1.34M +$1.3M +71,664 New
SG
54
Sharper & Granite
California
$1.28M +$1.24M +68,749 New
AAS
55
Annex Advisory Services
Wisconsin
$1.24M -$303K -16,747 -20%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.09M +$581K +32,123 +121%
ACMA
57
Arbor Capital Management (Alaska)
Alaska
$1.03M +$994 +55 +0.1%
CWM
58
Congress Wealth Management
Massachusetts
$995K -$30.9K -1,708 -3%
FIM
59
Freedom Investment Management
Connecticut
$990K +$958K +53,011 New
Renaissance Technologies
60
Renaissance Technologies
New York
$965K +$935K +51,700 New
ACM
61
AlphaStar Capital Management
North Carolina
$957K +$927K +51,255 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$955K -$120K -6,644 -11%
First Trust Advisors
63
First Trust Advisors
Illinois
$940K +$40.2K +2,226 +5%
IWM
64
Iams Wealth Management
Nebraska
$885K +$857K +47,405 New
GWWM
65
Great Waters Wealth Management
Minnesota
$849K +$770K +42,600 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$843K -$17.7K -978 -2%
JP Morgan Chase
67
JP Morgan Chase
New York
$773K -$107K -5,939 -13%
WAM
68
Worth Asset Management
Texas
$745K +$722K +39,913 New
FAIM
69
Financial Advocates Investment Management
Washington
$744K +$117K +6,476 +19%
Bank Julius Baer & Co
70
Bank Julius Baer & Co
Switzerland
$733K +$11.3K +624 +2%
Osaic Holdings
71
Osaic Holdings
Arizona
$725K +$209K +11,537 +42%
LWAM
72
Legacy Wealth Asset Management
Minnesota
$701K -$6.83K -378 -1%
SS
73
Sound Stewardship
Kansas
$665K +$644K +35,601 New
1WM
74
1900 Wealth Management
Texas
$640K
SFS
75
Sowell Financial Services
Arkansas
$580K -$20.4K -1,127 -3%

PCY Hedge Fund Activity: Q4 2022 in Review

204 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q4 2022, worth a combined $1.18B — up 9.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PCY positions and 31 closed out — a net gain of 15 holders — while 50 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $44.1M. The largest seller was Bank of America, cutting an estimated $112M.

  • 204 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $1.18B of Invesco Emerging Markets Sovereign Debt ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 46 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q4 2022 and 31 closed out, a net change of +15 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q4 2022 was Jane Street, an estimated $44.1M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q4 2022 was Bank of America, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2022.