Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
21 hedge funds and large institutions have $19.8M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
47% more capital invested
Capital invested by funds: $13.4M → $19.8M (+$6.35M)
4.42% more ownership
Funds ownership: 47.61% → 52.02% (+4.4%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
5% less funds holding
Funds holding: 22 → 21 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$7.19M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.14M |
| 3 |
EH
Equitable Holdings
New York
|
+$419K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$304K |
| 5 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.67M |
| 2 |
Morgan Stanley
New York
|
-$539K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$398K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$292K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$59.1K |
PFIG Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2022, worth a combined $19.8M — up 47% from $13.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFIG and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $7.19M. The largest seller was Jane Street, exiting entirely with an estimated $2.67M sold.
- 21 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2022, down from 22 in Q3 2022.
- Funds reported $19.8M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 3 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2022 was IHT Wealth Management, an estimated $7.19M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2022.