We are live on ! Find out more
PFIG icon

Invesco Fundamental Investment Grade Corporate Bond ETF

37 hedge funds and large institutions have $124M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3437 (+3)

4% more capital invested

Capital invested by funds: $119M → $124M (+$4.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.05% less ownership

Funds ownership: 76.64%75.59% (-1%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$76.8M +$2.34M +91,642 +3%
FI
2
FormulaFolio Investments
Michigan
$24.8M +$124K +4,843 +0.5%
Invesco
3
Invesco
Georgia
$7.57M -$4.07M -159,665 -35%
ACM
4
AlphaStar Capital Management
North Carolina
$3.33M +$1.63M +63,715 +99%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.4M +$497K +19,474 +27%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.95M +$1.1M +43,313 +136%
Jane Street
7
Jane Street
New York
$1.38M +$317K +12,425 +31%
EK
8
Evensky & Katz
Florida
$778K +$491K +19,266 +177%
LPL Financial
9
LPL Financial
California
$740K -$23.2K -909 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$482K -$892K -34,953 -65%
Bank of America
11
Bank of America
North Carolina
$471K -$41K -1,608 -8%
Wolverine Trading
12
Wolverine Trading
Illinois
$468K -$441K -17,304 -49%
Morgan Stanley
13
Morgan Stanley
New York
$448K +$58.9K +2,308 +15%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$305K +$300K +11,772 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$295K +$9.13K +358 +3%
DP
16
Dearborn Partners
Illinois
$272K +$267K +10,471 New
AWM
17
AE Wealth Management
Kansas
$271K +$267K +10,466 New
AG
18
Advisor Group
Arizona
$270K -$12.4K -485 -4%
CIAS
19
Capital Investment Advisory Services
North Carolina
$263K +$77 +3 +0%
BCM
20
Bluefin Capital Management
New York
$255K +$251K +9,844 New
Ameriprise
21
Ameriprise
Minnesota
$247K +$19.9K +779 +9%
AFP
22
Ausdal Financial Partners
Iowa
$224K +$221K +8,647 New
EFSCE
23
Enterprise Financial Services Corp (EFSC)
Missouri
$101K
Wells Fargo
24
Wells Fargo
California
$70K +$47.6K +1,865 +218%
GWM
25
Geneos Wealth Management
Colorado
$64K +$51K +2,000 +400%

PFIG Hedge Fund Activity: Q2 2019 in Review

37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q2 2019, worth a combined $124M — up 4.1% from $119M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIG positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was PFS Investments, adding an estimated $2.34M. The largest seller was Invesco, cutting an estimated $4.07M.

  • 37 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q2 2019, up from 34 in Q1 2019.
  • Funds reported $124M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 6 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q2 2019 and 3 closed out, a net change of +3 holders.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q2 2019 was PFS Investments, an estimated $2.34M added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q2 2019 was Invesco, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2019.