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Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG

Overview Fund Activity

23 hedge funds and large institutions have $67.5M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
9
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$39.2M
2
FI
2
FormulaFolio Investments
Michigan
$18.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$520K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$312K
5
EK
5
Evensky & Katz
Florida
$188K

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$0
2
AssetMark Inc
2
AssetMark Inc
California
$0
3
Jane Street
3
Jane Street
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$39.2M 1,588,023 +524,082 +49%
FI
2
FormulaFolio Investments
Michigan
$18.5M 744,428 +97,834 +15%
Invesco
3
Invesco
Georgia
$5.42M 217,453 +6,218 +3%
LPL Financial
4
LPL Financial
California
$1.05M 42,123 -3,061 -7%
Bank of America
5
Bank of America
North Carolina
$606K 24,331 +1,413 +6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$520K 20,878 +20,878 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$411K 16,507 +1,453 +10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$312K 12,542 +12,542 New
Morgan Stanley
9
Morgan Stanley
New York
$293K 11,750 -2,230 -16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$254K 10,183 +196 +2%
PAG
11
Private Advisor Group
New Jersey
$222K 8,900 +254 +3%
AG
12
Advisor Group
Arizona
$213K 8,564 -1,490 -15%
EK
13
Evensky & Katz
Florida
$188K 7,574 +7,574 New
CCA
14
Clearwater Capital Advisors
Illinois
$62K 2,508 +2,508 New
LFG
15
LifePlan Financial Group
Ohio
$44K 1,774 +1,774 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$37K 1,483 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$26K 1,028 +7 +0.7%
Wells Fargo
18
Wells Fargo
California
$21K 855 – –
UBS Group
19
UBS Group
Switzerland
$17K 664 +178 +37%
IA
20
IFP Advisors
Florida
$15K 580 – –
PCM
21
Peak Capital Management
Colorado
$8K 315 +315 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3K 140 -3,108 -96%
HH
23
Hilltop Holdings
Texas
– – -72,972 Closed
AssetMark Inc
24
AssetMark Inc
California
– – -69,708 Closed
Jane Street
25
Jane Street
New York
– – -62,726 Closed
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