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Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG

Overview Fund Activity

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.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$50.1M
2
SAM
2
SignalPoint Asset Management
Missouri
$593K
3
TC
3
Trilogy Capital
California
$257K
4
Invesco
4
Invesco
Georgia
$5.52M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$433K

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$2.75M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
LPL Financial
3
LPL Financial
California
$857K
4
CCA
4
Clearwater Capital Advisors
Illinois
$0
5
EK
5
Evensky & Katz
Florida
$185K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$50.1M 2,025,712 +437,689 +28%
Invesco
2
Invesco
Georgia
$5.52M 223,412 +5,959 +3%
FI
3
FormulaFolio Investments
Michigan
$2.75M 111,415 -633,013 -85%
LPL Financial
4
LPL Financial
California
$857K 34,663 -7,460 -18%
Bank of America
5
Bank of America
North Carolina
$668K 27,052 +2,721 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$638K 25,802 +4,924 +24%
SAM
7
SignalPoint Asset Management
Missouri
$593K 17,033 +17,033 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$490K 19,858 +3,351 +20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$433K 17,522 +4,980 +40%
Morgan Stanley
10
Morgan Stanley
New York
$327K 13,237 +1,487 +13%
TC
11
Trilogy Capital
California
$257K 10,394 +10,394 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$252K 10,185 +2 +0%
AG
13
Advisor Group
Arizona
$211K 8,564 – –
EK
14
Evensky & Katz
Florida
$185K 7,500 -74 -1%
LFG
15
LifePlan Financial Group
Ohio
$44K 1,774 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$37K 1,483 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$26K 1,036 +8 +0.8%
Wells Fargo
18
Wells Fargo
California
$21K 855 – –
UBS Group
19
UBS Group
Switzerland
$18K 732 +68 +10%
IA
20
IFP Advisors
Florida
$14K 580 – –
GWM
21
Geneos Wealth Management
Colorado
$12K 500 +500 New
FHA
22
Flagship Harbor Advisors
Massachusetts
$12K 500 +500 New
PCM
23
Peak Capital Management
Colorado
$8K 315 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3K 140 – –
PAG
25
Private Advisor Group
New Jersey
– – -8,900 Closed
1
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