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Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG

Overview Fund Activity

30 hedge funds and large institutions have $24.8M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.04M
2
CW
2
CreativeOne Wealth
Kansas
$1.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$879K
4
PAG
4
Private Advisor Group
New Jersey
$1.31M
5
EH
5
Equitable Holdings
New York
$1.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$843K
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
PC
5
Prairiewood Capital
North Dakota
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.04M 296,997 +96,990 +48%
NA
2
NewEdge Advisors
Louisiana
$2.74M 116,775 -1,533 -1%
Truist Financial
3
Truist Financial
North Carolina
$2.16M 91,126 – –
PC
4
Prairiewood Capital
North Dakota
$1.78M 75,044 -2,809 -4%
PAG
5
Private Advisor Group
New Jersey
$1.31M 55,116 +19,667 +55%
Ameriprise
6
Ameriprise
Minnesota
$1.29M 54,445 +1,793 +3%
EH
7
Equitable Holdings
New York
$1.14M 47,983 +18,301 +62%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.07M 45,108 +7,401 +20%
CW
9
CreativeOne Wealth
Kansas
$1.02M 42,973 +28,932 +206%
Morgan Stanley
10
Morgan Stanley
New York
$879K 37,048 +23,454 +173%
Jane Street
11
Jane Street
New York
$843K 35,559 -60,735 -63%
BCG
12
Breakwater Capital Group
New Jersey
$570K 24,277 -272 -1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$509K 21,454 -66 -0.3%
CIAS
14
Capital Investment Advisory Services
North Carolina
$417K 17,583 +22 +0.1%
IA
15
Insight Advisors
Pennsylvania
$380K 16,039 -62 -0.4%
KAS
16
Kestra Advisory Services
Texas
$326K 13,732 +3,850 +39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$276K 11,644 +222 +2%
Bank of America
18
Bank of America
North Carolina
$269K 11,324 -2,107 -16%
JIR
19
James Investment Research
Ohio
$268K 11,307 – –
AAS
20
Avantax Advisory Services
Texas
$257K 10,832 -1,588 -13%
NFSG
21
Newbridge Financial Services Group
Florida
$82.1K 3,462 – –
PA
22
Parallel Advisors
California
$47.4K 2,000 – –
SFCL
23
Strengthening Families & Communities LLC
Massachusetts
$25.1K 1,057 +1,057 New
GWM
24
Geneos Wealth Management
Colorado
$23.7K 1,000 – –
TWC
25
TD Waterhouse Canada
Ontario, Canada
$23.5K 1,000 +1,000 New
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