We are live on ! Find out more
PFIG icon

Invesco Fundamental Investment Grade Corporate Bond ETF

23 hedge funds and large institutions have $59M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more capital invested

Capital invested by funds: $15.2M → $59M (+$43.8M)

44.04% more ownership

Funds ownership: 31.95%75.99% (+44%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more funds holding

Funds holding: 2223 (+1)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$26.9M +$27.2M +1,063,941 New
FI
2
FormulaFolio Investments
Michigan
$16.5M +$16.6M +646,594 New
Invesco
3
Invesco
Georgia
$5.4M +$1.27M +49,618 +31%
HH
4
Hilltop Holdings
Texas
$1.87M -$27.1K -1,058 -1%
AssetMark Inc
5
AssetMark Inc
California
$1.78M -$381K -14,897 -18%
Jane Street
6
Jane Street
New York
$1.6M +$1.19M +46,461 +286%
LPL Financial
7
LPL Financial
California
$1.16M -$282 -11 -0%
VF
8
Virtu Financial
New York
$1.02M +$1.02M +39,935 New
Bank of America
9
Bank of America
North Carolina
$586K -$36.5K -1,426 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$385K -$81.5K -3,184 -17%
Morgan Stanley
11
Morgan Stanley
New York
$358K -$19.1K -746 -5%
Ameriprise
12
Ameriprise
Minnesota
$337K -$39.6K -1,547 -11%
AG
13
Advisor Group
Arizona
$257K +$30.7K +1,200 +14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$255K +$256K +9,987 New
PAG
15
Private Advisor Group
New Jersey
$221K +$221K +8,646 New
CFA
16
Carroll Financial Associates
North Carolina
$88K +$282 +11 +0.3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$83K +$35.5K +1,388 +75%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$26K +$154 +6 +0.6%
Wells Fargo
20
Wells Fargo
California
$22K
FAAS
21
First Allied Advisory Services
California
$15K +$14.8K +578 New
IA
22
IFP Advisors
Florida
$15K +$14.8K +580 New
UBS Group
23
UBS Group
Switzerland
$12K -$26K -1,016 -68%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.91M -74,624 Closed
FTUS
25
Flow Traders U.S.
New York
-$292K -11,400 Closed

PFIG Hedge Fund Activity: Q4 2017 in Review

23 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2017, worth a combined $59M — up 289% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIG positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $16.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.91M sold.

  • 23 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $59M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2017, up 289% quarter-over-quarter.
  • 7 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2017 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $16.6M added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2017.