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Invesco Fundamental Investment Grade Corporate Bond ETF

19 hedge funds and large institutions have $15.1M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more funds holding

Funds holding: 1619 (+3)

3% less capital invested

Capital invested by funds: $15.5M → $15.1M (-$425K)

2.67% less ownership

Funds ownership: 47.14%44.48% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change

PFIG Hedge Fund Activity: Q3 2015 in Review

19 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q3 2015, worth a combined $15.1M — down 2.7% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PFIG positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Scotia Capital, opening a new position worth an estimated $513K. The largest seller was Raymond James & Associates, cutting an estimated $1.07M.

  • 19 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q3 2015, up from 16 in Q2 2015.
  • Funds reported $15.1M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q3 2015, down 2.7% quarter-over-quarter.
  • 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q3 2015 and 1 closed out, a net change of +3 holders.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q3 2015 was Scotia Capital, an estimated $513K added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q3 2015 was Raymond James & Associates, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2015.