Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
25 hedge funds and large institutions have $63.5M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 23 → 25 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 64.06% → 63.22% (-0.84%)
25% less capital inflows, than outflows
Capital inflows: $12.1M | Capital outflows: $16.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS Investments
Duluth,
Georgia
|
+$10.8M |
| 2 |
SignalPoint Asset Management
Springfield,
Missouri
|
+$421K |
| 3 |
Trilogy Capital
Irvine,
California
|
+$257K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$147K |
| 5 |
Bank of New York Mellon
New York
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$15.7M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$222K |
| 3 |
LPL Financial
San Diego,
California
|
-$185K |
| 4 |
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$62K |
| 5 |
Evensky & Katz
Coral Gables,
Florida
|
-$1.83K |
PFIG Hedge Fund Activity: Q2 2018 in Review
25 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q2 2018, worth a combined $63.5M — down 5.9% from $67.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIG positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was PFS Investments, adding an estimated $10.8M. The largest seller was FormulaFolio Investments, cutting an estimated $15.7M.
- 25 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q2 2018, up from 23 in Q1 2018.
- Funds reported $63.5M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q2 2018, down 5.9% quarter-over-quarter.
- 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q2 2018 was PFS Investments, an estimated $10.8M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q2 2018 was FormulaFolio Investments, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2018.