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Invesco Emerging Markets Sovereign Debt ETF

192 hedge funds and large institutions have $2.81B invested in Invesco Emerging Markets Sovereign Debt ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

82% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 45

19% more capital invested

Capital invested by funds: $2.35B → $2.81B (+$456M)

7% more funds holding

Funds holding: 179192 (+13)

3.44% more ownership

Funds ownership: 67.32%70.76% (+3.4%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $321K

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
5.12%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
33
Increased
82
Reduced
45
Closed
18
Calls
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.13B +$114M +3,773,714 +11%
Wells Fargo
2
Wells Fargo
California
$578M +$134M +4,426,402 +31%
BG
3
BlackRock Group
United Kingdom
$172M -$2.76M -91,059 -2%
Ameriprise
4
Ameriprise
Minnesota
$85M +$25.3M +835,839 +40%
Invesco
5
Invesco
Georgia
$84.4M +$321K +10,599 +0.4%
BCI
6
Brinker Capital Investments
Pennsylvania
$61.2M +$1.57M +51,684 +3%
SG Americas Securities
7
SG Americas Securities
New York
$55.5M +$54.9M +1,811,179 New
UBS Group
8
UBS Group
Switzerland
$47.9M -$41.5M -1,368,076 -47%
Morgan Stanley
9
Morgan Stanley
New York
$45.4M -$11.1M -366,241 -20%
HIM
10
Hanlon Investment Management
New Jersey
$41.5M +$41M +1,353,762 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$30.2M +$940K +31,002 +3%
LPL Financial
12
LPL Financial
California
$24.1M +$4.66M +153,703 +24%
CPO
13
Cerity Partners OCIO
New York
$22.5M +$1.14M +37,605 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.2M +$14.7M +485,467 +202%
SAS
15
Sage Advisory Services
Texas
$18.8M +$18.6M +613,793 New
FIM
16
Freedom Investment Management
Connecticut
$17.9M +$1.14M +37,708 +7%
FCIM
17
Fairview Capital Investment Management
California
$17.4M +$384K +12,650 +2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$329K +10,844 +2%
MWP
19
Moller Wealth Partners
$16.5M -$141K -4,647 -0.9%
LPT
20
Legacy Private Trust
Wisconsin
$13.8M +$5.25M +173,282 +62%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$13.2M +$13M +430,000 New
PO
22
Private Ocean
California
$11.8M +$121K +4,000 +1%
FA
23
FDx Advisors
Illinois
$10.9M +$9.32M +307,349 +646%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$9.37M +$8.87M +292,500 +2,180%
BlackRock
25
BlackRock
New York
$9.16M +$9.06M +298,797 +206,067%

PCY Hedge Fund Activity: Q3 2016 in Review

192 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Emerging Markets Sovereign Debt ETF (PCY) for Q3 2016, worth a combined $2.81B — up 19% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PCY positions and 18 closed out — a net gain of 15 holders — while 82 added to existing stakes and 45 trimmed.

The largest buyer was Wells Fargo, adding an estimated $134M. The largest seller was UBS Group, cutting an estimated $41.5M.

  • 192 institutional investors held Invesco Emerging Markets Sovereign Debt ETF (PCY) as of Q3 2016, up from 179 in Q2 2016.
  • Funds reported $2.81B of Invesco Emerging Markets Sovereign Debt ETF stock for Q3 2016, up 19% quarter-over-quarter.
  • 33 funds opened new Invesco Emerging Markets Sovereign Debt ETF positions in Q3 2016 and 18 closed out, a net change of +15 holders.
  • The largest Invesco Emerging Markets Sovereign Debt ETF buyer in Q3 2016 was Wells Fargo, an estimated $134M added.
  • The largest Invesco Emerging Markets Sovereign Debt ETF seller in Q3 2016 was UBS Group, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2016.