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Invesco Emerging Markets Sovereign Debt ETF

158 hedge funds and large institutions have $1.69B invested in Invesco Emerging Markets Sovereign Debt ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 158158 (0)

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

1.87% less ownership

Funds ownership: 63.27%61.4% (-1.9%)

16% less capital invested

Capital invested by funds: $2.01B → $1.69B (-$320M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $698K

Holders
158
Holders Change
Holders Change %
0%
% of All Funds
4.21%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
31
Increased
48
Reduced
50
Closed
29
Calls
Puts
$698K
Net Calls
-$698K
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$381M +$11.4M +399,326 +3%
ACM
2
Americafirst Capital Management
California
$208M -$306K -10,712 -59%
MAA
3
Managed Account Advisors
New Jersey
$187M +$69.4M +2,427,140 +58%
Bank of America
4
Bank of America
North Carolina
$177M -$57.4M -2,005,367 -24%
BG
5
BlackRock Group
United Kingdom
$165M -$2.66M -93,000 -2%
Morgan Stanley
6
Morgan Stanley
New York
$64.1M -$3.8M -132,893 -6%
UBS Group
7
UBS Group
Switzerland
$52.9M +$53.8M +1,879,570 New
Invesco
8
Invesco
Georgia
$40.4M +$5.98M +209,006 +17%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$30.3M +$4.74M +165,668 +18%
WCM
10
Windham Capital Management
Massachusetts
$28.6M +$17.1M +598,545 +143%
LPL Financial
11
LPL Financial
California
$19.8M -$1.43M -50,088 -7%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$16.5M -$2.8M -97,802 -14%
FCIM
13
Fairview Capital Investment Management
California
$15.6M -$526K -18,400 -3%
MWP
14
Moller Wealth Partners
$14.1M +$14.3M +500,249 New
IA
15
IndexIQ Advisors
New York
$13.1M +$6.36M +222,344 +92%
FIM
16
Freedom Investment Management
Connecticut
$12.6M +$1.34M +46,729 +12%
BCI
17
Brinker Capital Investments
Pennsylvania
$12M +$1.9M +66,458 +19%
VKH
18
Virtu KCG Holdings
New York
$11.5M +$10.6M +368,854 +957%
JP Morgan Chase
19
JP Morgan Chase
New York
$10.8M -$2.85M -99,697 -21%
AssetMark Inc
20
AssetMark Inc
California
$10.3M +$9.07M +317,158 +641%
PO
21
Private Ocean
California
$9.45M +$36.8K +1,286 +0.4%
AGA
22
Accuvest Global Advisors
Utah
$9.35M +$7.01M +245,080 +281%
B
23
Baird
Wisconsin
$9M +$968K +33,852 +12%
BTS
24
BB&T Securities
Virginia
$8.9M -$2.06M -71,893 -69%
BCM
25
Bluefin Capital Management
New York
$8.24M -$415K -14,489 -5%

PCY Hedge Fund Activity: Q4 2014 in Review

158 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q4 2014, worth a combined $1.69B — down 16% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PCY positions and 29 closed out — a net gain of 2 holders — while 48 added to existing stakes and 50 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $69.4M. The largest seller was Bank of America, cutting an estimated $57.4M.

  • 158 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.69B of Invesco Emerging Markets Sovereign Debt ETF stock for Q4 2014, down 16% quarter-over-quarter.
  • 31 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q4 2014 and 29 closed out, a net change of +2 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $69.4M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q4 2014 was Bank of America, an estimated $57.4M sold.

Based on aggregated 13F filings for Q4 2014.