We are live on ! Find out more
PCY icon

Invesco Emerging Markets Sovereign Debt ETF

158 hedge funds and large institutions have $2.01B invested in Invesco Emerging Markets Sovereign Debt ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

56% more capital invested

Capital invested by funds: $1.29B → $2.01B (+$719M)

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

5% more funds holding

Funds holding: 151158 (+7)

3.47% more ownership

Funds ownership: 59.8%63.27% (+3.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15.1M

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
25
Increased
60
Reduced
42
Closed
16
Calls
Puts
$15.1M
Net Calls
-$15.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$515M +$526K +18,112 New
Wells Fargo
2
Wells Fargo
California
$373M +$14.1M +485,570 +4%
Bank of America
3
Bank of America
North Carolina
$236M +$82M +2,823,779 +52%
BG
4
BlackRock Group
United Kingdom
$170M
MAA
5
Managed Account Advisors
New Jersey
$120M +$99.2M +3,416,235 +434%
U
6
UBS
Switzerland
$87M +$15.7M +539,507 +21%
Morgan Stanley
7
Morgan Stanley
New York
$68.6M +$7.24M +249,497 +12%
Invesco
8
Invesco
Georgia
$34.8M +$1.26M +43,453 +4%
BTS
9
BB&T Securities
Virginia
$29.5M +$2.12M +72,970 +239%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$25.9M +$9.18M +316,002 +53%
LPL Financial
11
LPL Financial
California
$21.5M -$4.01M -137,963 -15%
CPO
12
Cerity Partners OCIO
New York
$19.9M +$1.79M +61,702 +10%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$19.4M -$851K -29,300 -4%
FCIM
14
Fairview Capital Investment Management
California
$16.3M +$89.1K +3,067 +0.5%
PFG
15
Piershale Financial Group
Illinois
$14.8M +$1.23M +42,326 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$13.7M +$10.8M +370,504 +334%
Jane Street
17
Jane Street
New York
$12.1M +$12.3M +423,923 New
WCM
18
Windham Capital Management
Massachusetts
$11.9M +$243K +8,353 +2%
FIM
19
Freedom Investment Management
Connecticut
$11.4M -$375K -12,920 -3%
BCI
20
Brinker Capital Investments
Pennsylvania
$10.2M +$421K +14,516 +4%
PO
21
Private Ocean
California
$9.52M +$198K +6,831 +2%
BCM
22
Bluefin Capital Management
New York
$8.74M +$8.92M +307,167 New
B
23
Baird
Wisconsin
$8.13M +$5.79M +199,434 +231%
IA
24
IndexIQ Advisors
New York
$6.89M +$405K +13,933 +6%
LPT
25
Legacy Private Trust
Wisconsin
$6.56M +$1.45M +49,920 +28%

PCY Hedge Fund Activity: Q3 2014 in Review

158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q3 2014, worth a combined $2.01B — up 56% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PCY positions and 16 closed out — a net gain of 9 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $99.2M. The largest seller was Moller Wealth Partners, exiting entirely with an estimated $13.5M sold.

  • 158 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q3 2014, up from 151 in Q2 2014.
  • Funds reported $2.01B of Invesco Emerging Markets Sovereign Debt ETF stock for Q3 2014, up 56% quarter-over-quarter.
  • 25 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q3 2014 and 16 closed out, a net change of +9 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $99.2M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q3 2014 was Moller Wealth Partners, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2014.