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Invesco Emerging Markets Sovereign Debt ETF

179 hedge funds and large institutions have $2.35B invested in Invesco Emerging Markets Sovereign Debt ETF in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

55% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 49

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more capital invested

Capital invested by funds: $1.92B → $2.35B (+$436M)

8% more funds holding

Funds holding: 166179 (+13)

0.92% less ownership

Funds ownership: 68.23%67.32% (-0.92%)

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
4.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
30
Increased
76
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$977M +$214M +7,466,443 +29%
Wells Fargo
2
Wells Fargo
California
$427M +$29.2M +1,020,851 +8%
BG
3
BlackRock Group
United Kingdom
$169M -$954K -33,314 -0.6%
UBS Group
4
UBS Group
Switzerland
$86.7M +$6.3M +220,157 +8%
Invesco
5
Invesco
Georgia
$81.2M +$7.92M +276,593 +11%
Ameriprise
6
Ameriprise
Minnesota
$61.4M +$13.6M +473,884 +30%
BCI
7
Brinker Capital Investments
Pennsylvania
$57.5M +$4.45M +155,576 +9%
Morgan Stanley
8
Morgan Stanley
New York
$54.7M +$5.6M +195,731 +12%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$28.2M +$4.95M +172,750 +22%
PFG
10
Piershale Financial Group
Illinois
$21.5M +$20.8M +726,925 New
CPO
11
Cerity Partners OCIO
New York
$20.6M +$319K +11,138 +2%
LPL Financial
12
LPL Financial
California
$18.9M -$10.7M -373,961 -37%
FCIM
13
Fairview Capital Investment Management
California
$16.4M -$168K -5,864 -1%
FIM
14
Freedom Investment Management
Connecticut
$16.2M +$1.52M +53,190 +11%
MWP
15
Moller Wealth Partners
$16.1M -$369K -12,892 -2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$15.3M +534,772 +125,829%
PO
17
Private Ocean
California
$11.2M +$20.2K +707 +0.2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$10.7M +$9.61M +335,691 +1,224%
JP Morgan Chase
19
JP Morgan Chase
New York
$10.1M +$605K +21,118 +7%
FTUS
20
Flow Traders U.S.
New York
$9.03M +$8.74M +305,322 New
FM
21
Foster & Motley
Ohio
$8.58M -$106K -3,708 -1%
LPT
22
Legacy Private Trust
Wisconsin
$8.22M +$1.61M +56,135 +25%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$7.75M +$1.29M +44,992 +14%
AA
24
Advisory Alpha
Michigan
$7.64M +$643K +22,458 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.11M +$4.04M +141,034 +142%

PCY Hedge Fund Activity: Q2 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q2 2016, worth a combined $2.35B — up 23% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PCY positions and 15 closed out — a net gain of 15 holders — while 76 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $214M. The largest seller was Windham Capital Management, exiting entirely with an estimated $15.5M sold.

  • 179 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q2 2016, up from 166 in Q1 2016.
  • Funds reported $2.35B of Invesco Emerging Markets Sovereign Debt ETF stock for Q2 2016, up 23% quarter-over-quarter.
  • 30 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q2 2016 and 15 closed out, a net change of +15 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q2 2016 was Bank of America, an estimated $214M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q2 2016 was Windham Capital Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2016.