Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
32 hedge funds and large institutions have $22.5M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 0 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
19% more funds holding
Funds holding: 27 → 32 (+5)
0.07% less ownership
Funds ownership: 49.28% → 49.21% (-0.07%)
8% less capital invested
Capital invested by funds: $24.4M → $22.5M (-$1.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$461K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$335K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$133K |
| 4 |
Bank of New York Mellon
New York
|
+$126K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 2 |
Jane Street
New York
|
-$717K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$333K |
| 5 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
-$69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $20K | +$16.3K | +614 | +455% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $9K | +$8.97K | +338 | New |
|
|
PFA
28
Professional Financial Advisors
North Platte,
Nebraska
| $6K | +$6.58K | +248 | New |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
SSC
30
Syverson Strege & Co
West Des Moines,
Iowa
| $1K | – | – | – |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$27 | +1 | +4% |
|
PFIG Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2021, worth a combined $22.5M — down 7.6% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFIG positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Invesco, adding an estimated $461K. The largest seller was Citadel Advisors, cutting an estimated $1.15M.
- 32 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2021, up from 27 in Q3 2021.
- Funds reported $22.5M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2021, down 7.6% quarter-over-quarter.
- 5 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2021 and 0 closed out, a net change of +5 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2021 was Invesco, an estimated $461K added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2021.