Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
16 hedge funds and large institutions have $6.42M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
34% more capital invested
Capital invested by funds: $4.8M → $6.42M (+$1.62M)
23% more funds holding
Funds holding: 13 → 16 (+3)
3.06% more ownership
Funds ownership: 17.14% → 20.21% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$763K |
| 2 |
Jane Street
New York
|
+$546K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$292K |
| 4 |
AssetMark Inc
Concord,
California
|
+$187K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$417K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$59K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$38.5K |
PFIG Hedge Fund Activity: Q4 2014 in Review
16 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2014, worth a combined $6.42M — up 34% from $4.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $763K. The largest seller was Royal Bank of Canada, cutting an estimated $417K.
- 16 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2014, up from 13 in Q3 2014.
- Funds reported $6.42M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2014, up 34% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2014 and 1 closed out, a net change of +3 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2014 was Raymond James & Associates, an estimated $763K added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $417K sold.
Based on aggregated 13F filings for Q4 2014.