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Invesco Fundamental Investment Grade Corporate Bond ETF

33 hedge funds and large institutions have $31.6M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.6M 281,133 -177,888 -39%
CW
2
CreativeOne Wealth
Kansas
$4.36M 185,820 +8,465 +5%
Ameriprise
3
Ameriprise
Minnesota
$4.02M 171,402 +34,148 +25%
Truist Financial
4
Truist Financial
North Carolina
$2.98M 126,762 -2,239 -2%
ASN
5
Advisory Services Network
Georgia
$2.23M 94,885 +94,885 New
EH
6
Equitable Holdings
New York
$1.65M 70,267 +43 +0.1%
PC
7
Prairiewood Capital
North Dakota
$1.63M 69,402 -1,441 -2%
Jane Street
8
Jane Street
New York
$1.45M 61,796 +61,796 New
NA
9
NewEdge Advisors
Louisiana
$929K 39,572 -329 -0.8%
Citadel Advisors
10
Citadel Advisors
Florida
$832K 35,427 +16,046 +83%
BCG
11
Breakwater Capital Group
New Jersey
$725K 30,877 +1,914 +7%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$606K 25,806 +10,414 +68%
IA
13
Insight Advisors
Pennsylvania
$559K 23,764 +1,391 +6%
CWM
14
Copia Wealth Management
Oregon
$495K 21,089 +21,089 New
HGA
15
Hobbs Group Advisors
South Carolina
$467K 19,870 +19,870 New
Morgan Stanley
16
Morgan Stanley
New York
$438K 18,645 -13,381 -42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$355K 15,108 -26 -0.2%
CIAS
18
Capital Investment Advisory Services
North Carolina
$304K 12,954 -4,694 -27%
KAS
19
Kestra Advisory Services
Texas
$282K 11,989 -535 -4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$235K 10,019 -4,095 -29%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$187K 7,947 +7,947 New
Bank of America
22
Bank of America
North Carolina
$77.4K 3,296 -1,470 -31%
AF
23
Allworth Financial
California
$55.9K 2,379 +2,379 New
PA
24
Parallel Advisors
California
$47K 2,000
TWC
25
TD Waterhouse Canada
Ontario, Canada
$34.2K 1,460 +460 +46%