Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
31 hedge funds and large institutions have $38M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
143% more capital invested
Capital invested by funds: $15.6M → $38M (+$22.4M)
30.79% more ownership
Funds ownership: 47.49% → 78.28% (+31%)
29% more funds holding
Funds holding: 24 → 31 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.4M |
| 2 |
Bank of New York Mellon
New York
|
+$4.84M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.74M |
| 4 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$1.15M |
| 5 |
LPL Financial
San Diego,
California
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.86M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$25.3K |
| 3 |
Morgan Stanley
New York
|
-$9.54K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$1.77K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$210 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $46.2K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $23.1K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $19.7K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $12.2K | +$233 | +10 | +2% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $5.96K | +$6.02K | +258 | New |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $900 | – | – | – |
|
|
IWM
32
IHT Wealth Management
Chicago,
Illinois
| – | -$1.86M | -79,141 | Closed |
|
|
SSC
33
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$37 | -2 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
PFIG Hedge Fund Activity: Q2 2023 in Review
31 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q2 2023, worth a combined $38M — up 143% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFIG positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $10.4M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.86M sold.
- 31 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q2 2023, up from 24 in Q1 2023.
- Funds reported $38M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q2 2023, up 143% quarter-over-quarter.
- 10 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q2 2023 and 3 closed out, a net change of +7 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $10.4M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q2 2023 was IHT Wealth Management, an estimated $1.86M sold.
Based on aggregated 13F filings for Q2 2023.