Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
31 hedge funds and large institutions have $27.1M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4.67% more ownership
Funds ownership: 44.75% → 49.42% (+4.7%)
3% more capital invested
Capital invested by funds: $26.3M → $27.1M (+$880K)
0% more funds holding
Funds holding: 31 → 31 (0)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$576K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$282K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$124K |
| 5 |
Jane Street
New York
|
+$98.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$847K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$522K |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$450K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $2K | +$274 | +10 | +21% |
|
|
AP
30
Advisors Preferred
Rockville,
Maryland
| – | -$184K | -6,727 | Closed |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$13K | -500 | Closed |
|
|
SIS
32
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$13K | -476 | Closed |
|
PFIG Hedge Fund Activity: Q4 2020 in Review
31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2020, worth a combined $27.1M — up 3.4% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $1.33M. The largest seller was Bank of New York Mellon, cutting an estimated $1.01M.
- 31 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $27.1M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2020 was Invesco, an estimated $1.33M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2020 was Bank of New York Mellon, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2020.