Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
21 hedge funds and large institutions have $18.5M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $15.1M → $18.5M (+$3.42M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
11% more funds holding
Funds holding: 19 → 21 (+2)
4.95% more ownership
Funds ownership: 44.48% → 49.43% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$854K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$643K |
| 4 |
LPL Financial
San Diego,
California
|
+$380K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$714K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$506K |
| 3 |
Jane Street
New York
|
-$296K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$122K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$59.2K |
PFIG Hedge Fund Activity: Q4 2015 in Review
21 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2015, worth a combined $18.5M — up 23% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFIG positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.82M. The largest seller was AssetMark Inc, cutting an estimated $714K.
- 21 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2015, up from 19 in Q3 2015.
- Funds reported $18.5M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2015, up 23% quarter-over-quarter.
- 3 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2015 was Bank of America, an estimated $2.82M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2015 was AssetMark Inc, an estimated $714K sold.
Based on aggregated 13F filings for Q4 2015.