Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
29 hedge funds and large institutions have $84M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
18% more capital invested
Capital invested by funds: $71M → $84M (+$13M)
12% more funds holding
Funds holding: 26 → 29 (+3)
2.91% more ownership
Funds ownership: 65.28% → 68.2% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$8.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.91M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.57M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$994K |
| 5 |
Jane Street
New York
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$539K |
| 2 |
LPL Financial
San Diego,
California
|
-$84.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$54.8K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$32.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSNBOA
26
Old Second National Bank of Aurora
Aurora,
Illinois
| $6K | +$5.93K | +242 | New |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
SAM
29
SignalPoint Asset Management
Springfield,
Missouri
| – | -$539K | -15,783 | Closed |
|
PFIG Hedge Fund Activity: Q4 2018 in Review
29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2018, worth a combined $84M — up 18% from $71M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was PFS Investments, adding an estimated $8.53M. The largest seller was SignalPoint Asset Management, exiting entirely with an estimated $539K sold.
- 29 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2018, up from 26 in Q3 2018.
- Funds reported $84M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2018, up 18% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2018 and 1 closed out, a net change of +3 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2018 was PFS Investments, an estimated $8.53M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2018 was SignalPoint Asset Management, an estimated $539K sold.
Based on aggregated 13F filings for Q4 2018.