Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
24 hedge funds and large institutions have $15.6M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
14% more funds holding
Funds holding: 21 → 24 (+3)
4.54% less ownership
Funds ownership: 52.02% → 47.49% (-4.5%)
46% less capital inflows, than outflows
Capital inflows: $5.18M | Capital outflows: $9.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$968K |
| 3 |
Prairiewood Capital
Fargo,
North Dakota
|
+$259K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 5 |
Equitable Holdings
New York
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHT Wealth Management
Chicago,
Illinois
|
-$5.48M |
| 2 |
Avantax Advisory Services
Dallas,
Texas
|
-$2.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.94M |
| 4 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$56.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.5K |
PFIG Hedge Fund Activity: Q1 2023 in Review
24 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2023, worth a combined $15.6M — down 21% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFIG positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.26M. The largest seller was IHT Wealth Management, cutting an estimated $5.48M.
- 24 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2023, up from 21 in Q4 2022.
- Funds reported $15.6M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2023, down 21% quarter-over-quarter.
- 5 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $3.26M added.
- The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2023 was IHT Wealth Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q1 2023.