We are live on ! Find out more
PCY icon

Invesco Emerging Markets Sovereign Debt ETF

202 hedge funds and large institutions have $1.11B invested in Invesco Emerging Markets Sovereign Debt ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 36 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $1.01B → $1.11B (+$107M)

5% more funds holding

Funds holding: 193202 (+9)

2.76% more ownership

Funds ownership: 70.56%73.32% (+2.8%)

58% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 86

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
36
Reduced
86
Closed
35
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$566M -$106M -5,614,890 -17%
UBS Group
2
UBS Group
Switzerland
$72.5M -$741K -39,195 -1%
SC
3
Syon Capital
California
$72.1M +$66.1M +3,497,488 New
Invesco
4
Invesco
Georgia
$61.4M +$20.6M +1,092,028 +58%
Wells Fargo
5
Wells Fargo
California
$39.9M -$455K -24,081 -1%
Morgan Stanley
6
Morgan Stanley
New York
$27.7M +$9.2M +486,651 +57%
LPL Financial
7
LPL Financial
California
$26.3M +$14.1M +745,007 +141%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$159K +8,431 +0.9%
FTA
9
Financial & Tax Architects
Missouri
$13.7M +$12.5M +662,146 New
CIM
10
Cambria Investment Management
California
$10.6M +$9.72M +514,361 New
HH
11
Hilltop Holdings
Texas
$9.94M -$2.79M -147,743 -23%
SAM
12
Synergy Asset Management
Washington
$9.63M +$8.83M +466,819 New
Ameriprise
13
Ameriprise
Minnesota
$8.84M -$388K -20,546 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.37M -$943K -49,891 -11%
Vontobel Holding
15
Vontobel Holding
Switzerland
$8.29M -$156K -8,272 -2%
Wealthfront Advisers
16
Wealthfront Advisers
California
$6.97M -$952K -50,382 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.92M +$138K +7,283 +2%
SFG
18
StrategIQ Financial Group
Indiana
$6.42M +$12.3K +649 +0.2%
ECM
19
Evergreen Capital Management
Washington
$6.19M +$5.67M +300,155 New
TC
20
Trilogy Capital
California
$6.17M -$375K -19,843 -6%
PO
21
Private Ocean
California
$6.09M -$9.89M -523,074 -64%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$6.08M -$539K -28,501 -9%
PA
23
Probity Advisors
Texas
$5.36M -$1.13M -59,648 -19%
TCM
24
Towercrest Capital Management
Pennsylvania
$5.3M +$512K +27,061 +12%
Betterment LLC
25
Betterment LLC
New York
$5.21M -$336K -17,761 -7%