Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
31 hedge funds and large institutions have $28.8M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
3% more funds holding
Funds holding: 30 → 31 (+1)
4% less capital invested
Capital invested by funds: $30M → $28.8M (-$1.25M)
3.37% less ownership
Funds ownership: 56.89% → 53.52% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$883K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$511K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$486K |
| 5 |
LPL Financial
San Diego,
California
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.57M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.3M |
| 3 |
Jane Street
New York
|
-$1.05M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$250K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $12.7K | +$209 | +9 | +2% |
|
|
PS
27
Principal Securities
Des Moines,
Iowa
| $5.86K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $4.7K | +$3.05K | +131 | +187% |
|
|
FFA
29
Founders Financial Alliance
Raleigh,
North Carolina
| $2.52K | +$2.51K | +108 | New |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $929 | +$23 | +1 | +3% |
|
31
Wells Fargo
San Francisco,
California
| $26 | +$23 | +1 | New |
|
|
AAS
32
Avantax Advisory Services
Dallas,
Texas
| – | -$250K | -10,644 | Closed |
|
|
JIR
33
James Investment Research
Alpha,
Ohio
| – | -$229K | -9,776 | Closed |
|
PFIG Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q2 2024, worth a combined $28.8M — down 4.2% from $30M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFIG positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was NewEdge Advisors, cutting an estimated $1.57M.
- 31 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q2 2024, up from 30 in Q1 2024.
- Funds reported $28.8M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
- 3 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.1M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q2 2024 was NewEdge Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q2 2024.