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Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG

9 hedge funds and large institutions have $6.48M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.9% more ownership

Funds ownership: 0% → 20.9% (+21%)

Holders
9
Holders Change
+9
Holders Change %
–
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
1
Mariner Wealth Advisors (Madison)
Kansas
$4.11M +$4.23M +165,606 New
HighTower Advisors
2
HighTower Advisors
Illinois
$912K +$938K +36,746 New
Nomura Holdings
3
Nomura Holdings
Japan
$426K +$439K +17,200 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$370K +$380K +14,885 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$354K +$365K +14,283 New
LPT
6
Legacy Private Trust
Wisconsin
$273K +$281K +11,000 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20K +$21K +822 New
AIG
8
American International Group
New York
$13.9K +$14.3K +560 New
U
9
UBS
Switzerland
$4K +$4.11K +161 New

PFIG Hedge Fund Activity: Q2 2013 in Review

9 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q2 2013, worth a combined $6.48M.

Buyers outnumbered sellers: 9 funds opened new PFIG positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.

  • 9 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.48M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q2 2013.
  • 9 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +9 holders.

Based on aggregated 13F filings for Q2 2013.