Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
14 hedge funds and large institutions have $9.21M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
160% more capital inflows, than outflows
Capital inflows: $4.35M | Capital outflows: $1.67M
56% more funds holding
Funds holding: 9 → 14 (+5)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.85M |
| 2 |
Jane Street
New York
|
+$873K |
| 3 |
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
+$422K |
| 4 |
UBS
Zurich,
Switzerland
|
+$56.7K |
| 5 |
Citigroup
New York
|
+$43.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$912K |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$426K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$333K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.55K |
PFIG Hedge Fund Activity: Q3 2013 in Review
14 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q3 2013, worth a combined $9.21M — up 42% from $6.48M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFIG positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $2.85M. The largest seller was HighTower Advisors, exiting entirely with an estimated $912K sold.
- 14 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q3 2013, up from 9 in Q2 2013.
- Funds reported $9.21M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q3 2013, up 42% quarter-over-quarter.
- 7 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q3 2013 and 2 closed out, a net change of +5 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q3 2013 was Bank of America, an estimated $2.85M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q3 2013 was HighTower Advisors, an estimated $912K sold.
Based on aggregated 13F filings for Q3 2013.