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Invesco Fundamental Investment Grade Corporate Bond ETF

37 hedge funds and large institutions have $60.9M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

9% more funds holding

Funds holding: 3437 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $58.1M → $60.9M (+$2.79M)

0.57% more ownership

Funds ownership: 69.74%70.31% (+0.57%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
13
Closed
1
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
$27.2M +$484K +20,351 +2%
LPL Financial
2
LPL Financial
California
$8.87M +$1.17M +49,349 +15%
Ameriprise
3
Ameriprise
Minnesota
$5.99M +$2.03M +85,179 +52%
Truist Financial
4
Truist Financial
North Carolina
$3.77M +$715K +30,052 +24%
PC
5
Prairiewood Capital
North Dakota
$1.64M -$21.6K -909 -1%
EH
6
Equitable Holdings
New York
$1.54M -$243K -10,204 -14%
Jane Street
7
Jane Street
New York
$1.48M +$1.46M +61,297 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.24M +$14.6K +612 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.23M +$582K +24,465 +92%
Bank of America
10
Bank of America
North Carolina
$1.02M +$765K +32,168 +313%
BCG
11
Breakwater Capital Group
New Jersey
$928K +$85.2K +3,580 +10%
NA
12
NewEdge Advisors
Louisiana
$898K -$13.6K -571 -2%
IA
13
Insight Advisors
Pennsylvania
$711K -$904 -38 -0.1%
Citadel Advisors
14
Citadel Advisors
Florida
$675K +$132K +5,545 +25%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$457K +$222K +9,330 +97%
CWM
16
Copia Wealth Management
Oregon
$412K -$2.66K -112 -0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$382K -$6.68K -281 -2%
Morgan Stanley
18
Morgan Stanley
New York
$378K -$3.97K -167 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$375K +$371K +15,583 New
NF
20
Nikulski Financial
Iowa
$340K +$336K +14,115 New
KAS
21
Kestra Advisory Services
Texas
$294K -$72K -3,028 -20%
HGA
22
Hobbs Group Advisors
South Carolina
$281K -$220K -9,245 -44%
CIAS
23
Capital Investment Advisory Services
North Carolina
$280K +$476 +20 +0.2%
ASN
24
Advisory Services Network
Georgia
$240K -$2.11M -88,544 -90%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K +$61.8K +2,600 +130%