Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
13 hedge funds and large institutions have $5.29M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more funds holding
Funds holding: 12 → 13 (+1)
15.89% less ownership
Funds ownership: 35.91% → 20.02% (-16%)
58% less capital invested
Capital invested by funds: $12.5M → $5.29M (-$7.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$639K |
| 2 |
AssetMark Inc
Concord,
California
|
+$361K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$258K |
| 4 |
SCM
Saba Capital Management
New York
|
+$234K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.68M |
| 2 |
Jane Street
New York
|
-$3.37M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$40K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50 |
PFIG Hedge Fund Activity: Q1 2014 in Review
13 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2014, worth a combined $5.29M — down 58% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Stringer Asset Management, adding an estimated $639K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.68M sold.
- 13 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2014, up from 12 in Q4 2013.
- Funds reported $5.29M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2014, down 58% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2014 was Stringer Asset Management, an estimated $639K added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2014 was Susquehanna International Group, an estimated $5.68M sold.
Based on aggregated 13F filings for Q1 2014.