Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
34 hedge funds and large institutions have $58.1M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
84% more capital invested
Capital invested by funds: $31.6M → $58.1M (+$26.5M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13.62% more ownership
Funds ownership: 56.12% → 69.74% (+14%)
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$26.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$900K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$629K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$596K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.45M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$786K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$305K |
| 4 |
JP Morgan Chase
New York
|
-$187K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $13.1K | – | – | – |
|
|
SFCL
27
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $13K | -$12.3K | -519 | -49% |
|
|
TWC
28
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $10.9K | -$23.6K | -1,000 | -68% |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $5.89K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $4.05K | +$4.02K | +170 | New |
|
|
FFA
31
Founders Financial Alliance
Raleigh,
North Carolina
| $2.57K | – | – | – |
|
|
AWM
32
AE Wealth Management
Topeka,
Kansas
| $2.31K | – | – | – |
|
|
LFG
33
Larson Financial Group
St Louis,
Missouri
| $976 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $13 | +$24 | +1 | New |
|
|
35
Jane Street
New York
| – | -$1.45M | -61,796 | Closed |
|
|
36
JP Morgan Chase
New York
| – | -$187K | -7,947 | Closed |
|
|
GSWM
37
Golden State Wealth Management
Santa Ana,
California
| – | -$13.2K | -562 | Closed |
|
PFIG Hedge Fund Activity: Q1 2025 in Review
34 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2025, worth a combined $58.1M — up 84% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.45M sold.
- 34 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $58.1M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2025, up 84% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $26.2M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2025.