Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
30 hedge funds and large institutions have $30M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
21% more capital invested
Capital invested by funds: $24.8M → $30M (+$5.21M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
1.26% less ownership
Funds ownership: 58.15% → 56.89% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.35M |
| 2 |
Jane Street
New York
|
+$1.34M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.19M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$946K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$765K |
| 3 |
Morgan Stanley
New York
|
-$441K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$247K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWC
26
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $23.3K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $12.5K | – | – | – |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $5.89K | +$1.64K | +70 | +39% |
|
29
UBS Group
Zurich,
Switzerland
| $1.64K | -$14.9K | -636 | -90% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $923 | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
NFSG
32
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$82.1K | -3,462 | Closed |
|
|
LA
33
LM Advisors
San Diego,
California
| – | -$7.59K | -320 | Closed |
|
PFIG Hedge Fund Activity: Q1 2024 in Review
30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2024, worth a combined $30M — up 21% from $24.8M a quarter earlier.
Fund positioning in PFIG was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $5.35M. The largest seller was LPL Financial, cutting an estimated $2.23M.
- 30 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $30M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 2 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2024 was Ameriprise, an estimated $5.35M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2024 was LPL Financial, an estimated $2.23M sold.
Based on aggregated 13F filings for Q1 2024.