Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
33 hedge funds and large institutions have $44.2M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more capital invested
Capital invested by funds: $44M → $44.2M (+$150K)
0.07% more ownership
Funds ownership: 49.44% → 49.5% (+0.07%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.65M |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$313K |
| 4 |
Bank of New York Mellon
New York
|
+$138K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.94M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.29M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.23M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$889K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $14K | – | – | – |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $13K | +$13.1K | +500 | New |
|
28
UBS Group
Zurich,
Switzerland
| $9K | -$6.32K | -241 | -41% |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | +$1.57K | +60 | New |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $1K | +$393 | +15 | +107% |
|
|
FTUS
32
Flow Traders U.S.
New York
| – | -$1.23M | -46,951 | Closed |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$265K | -10,112 | Closed |
|
|
AA
34
Advisory Alpha
Holland,
Michigan
| – | -$6.26K | -238 | Closed |
|
PFIG Hedge Fund Activity: Q4 2019 in Review
33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2019, worth a combined $44.2M — up 0.34% from $44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.42M. The largest seller was Jane Street, cutting an estimated $1.94M.
- 33 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $44.2M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2019, up 0.34% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2019 was Citadel Advisors, an estimated $3.42M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2019.