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Invesco Fundamental Investment Grade Corporate Bond ETF

34 hedge funds and large institutions have $58.1M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $31.6M → $58.1M (+$26.5M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

13.62% more ownership

Funds ownership: 56.12%69.74% (+14%)

3% more funds holding

Funds holding: 3334 (+1)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$26.4M +$26.2M +1,108,595 New
LPL Financial
2
LPL Financial
California
$7.6M +$900K +38,075 +14%
Ameriprise
3
Ameriprise
Minnesota
$3.9M -$181K -7,668 -4%
CW
4
CreativeOne Wealth
Kansas
$3.63M -$786K -33,251 -18%
Truist Financial
5
Truist Financial
North Carolina
$3.02M
ASN
6
Advisory Services Network
Georgia
$2.35M +$86.5K +3,661 +4%
EH
7
Equitable Holdings
New York
$1.76M +$90.9K +3,843 +5%
PC
8
Prairiewood Capital
North Dakota
$1.65M -$4K -169 -0.2%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$1.22M +$596K +25,200 +98%
NA
10
NewEdge Advisors
Louisiana
$902K -$39.8K -1,685 -4%
BCG
11
Breakwater Capital Group
New Jersey
$833K +$96.9K +4,098 +13%
IA
12
Insight Advisors
Pennsylvania
$704K +$137K +5,805 +24%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$633K +$629K +26,597 New
Citadel Advisors
14
Citadel Advisors
Florida
$536K -$305K -12,911 -36%
HGA
15
Hobbs Group Advisors
South Carolina
$498K +$25.1K +1,060 +5%
CWM
16
Copia Wealth Management
Oregon
$410K -$91.4K -3,868 -18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$384K +$24.6K +1,039 +7%
Morgan Stanley
18
Morgan Stanley
New York
$378K -$65.6K -2,775 -15%
KAS
19
Kestra Advisory Services
Texas
$363K +$77.2K +3,265 +27%
CIAS
20
Capital Investment Advisory Services
North Carolina
$277K -$31.7K -1,341 -10%
Bank of America
21
Bank of America
North Carolina
$245K +$165K +6,990 +212%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$230K -$8.58K -363 -4%
AF
23
Allworth Financial
California
$56.5K
PA
24
Parallel Advisors
California
$47.6K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.6K +$35.5K +1,500 +300%

PFIG Hedge Fund Activity: Q1 2025 in Review

34 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2025, worth a combined $58.1M — up 84% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PFIG positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.45M sold.

  • 34 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2025, up from 33 in Q4 2024.
  • Funds reported $58.1M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2025, up 84% quarter-over-quarter.
  • 4 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $26.2M added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.