Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
33 hedge funds and large institutions have $31.6M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
22% more funds holding
Funds holding: 27 → 33 (+6)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
8.4% more ownership
Funds ownership: 47.72% → 56.12% (+8.4%)
2% more capital invested
Capital invested by funds: $31.1M → $31.6M (+$503K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.25M |
| 2 |
Jane Street
New York
|
+$1.47M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$811K |
| 4 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
+$472K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.22M |
| 2 |
Morgan Stanley
New York
|
-$318K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$214K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$211K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFCL
26
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $25K | +$190 | +8 | +0.8% |
|
|
GSWM
27
Golden State Wealth Management
Santa Ana,
California
| $13.2K | +$13.3K | +562 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $12.9K | +$166 | +7 | +1% |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.7K | +$11.9K | +500 | New |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $5.89K | – | – | – |
|
|
FFA
31
Founders Financial Alliance
Raleigh,
North Carolina
| $2.54K | – | – | – |
|
|
AWM
32
AE Wealth Management
Topeka,
Kansas
| $2.28K | +$2.3K | +97 | New |
|
|
LFG
33
Larson Financial Group
St Louis,
Missouri
| $954 | +$24 | +1 | +3% |
|
|
FLP
34
Financial Life Planners
Tempe,
Arizona
| $6 | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $5 | -$24 | -1 | Closed |
|
|
PAG
36
Private Advisor Group
Morristown,
New Jersey
| – | -$214K | -8,848 | Closed |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$211K | -8,739 | Closed |
|
PFIG Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2024, worth a combined $31.6M — up 1.6% from $31.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFIG positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $2.25M. The largest seller was LPL Financial, cutting an estimated $4.22M.
- 33 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $31.6M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
- 9 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2024 was Advisory Services Network, an estimated $2.25M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2024 was LPL Financial, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2024.