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Invesco Fundamental Investment Grade Corporate Bond ETF

34 hedge funds and large institutions have $69.8M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $60.7M → $69.8M (+$9.12M)

6% more funds holding

Funds holding: 3234 (+2)

2.34% more ownership

Funds ownership: 68.64%70.97% (+2.3%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
12
Closed
4
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
$27.5M -$86.5K -3,560 -0.3%
LPL Financial
2
LPL Financial
California
$11.6M +$2.6M +106,911 +29%
Ameriprise
3
Ameriprise
Minnesota
$8.96M +$2.38M +97,812 +36%
Truist Financial
4
Truist Financial
North Carolina
$5.08M +$1.08M +44,395 +27%
AWA
5
Arkadios Wealth Advisors
Georgia
$2.41M +$2.41M +99,069 New
NF
6
Nikulski Financial
Iowa
$1.74M +$1.08M +44,475 +163%
PC
7
Prairiewood Capital
North Dakota
$1.6M -$59.1K -2,431 -4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.55M +$193K +7,930 +14%
EH
9
Equitable Holdings
New York
$1.51M +$10.8K +443 +0.7%
Bank of America
10
Bank of America
North Carolina
$1.14M +$22.1K +908 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.03M +$251K +10,333 +32%
NA
12
NewEdge Advisors
Louisiana
$833K -$44.1K -1,816 -5%
BCG
13
Breakwater Capital Group
New Jersey
$790K -$284K -11,683 -26%
IA
14
Insight Advisors
Pennsylvania
$702K -$1.41K -58 -0.2%
EA
15
Eclectic Associates
California
$693K +$693K +28,523 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$436K +$46.3K +1,906 +12%
Morgan Stanley
17
Morgan Stanley
New York
$390K -$22.2K -914 -5%
CWM
18
Copia Wealth Management
Oregon
$367K -$48.6K -2,001 -12%
FTUS
19
Flow Traders U.S.
New York
$363K +$363K +14,931 New
HGA
20
Hobbs Group Advisors
South Carolina
$284K
ASN
21
Advisory Services Network
Georgia
$215K -$28.6K -1,176 -12%
CIAS
22
Capital Investment Advisory Services
North Carolina
$214K -$19.1K -786 -8%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
AF
24
Allworth Financial
California
$57.8K
KAS
25
Kestra Advisory Services
Texas
$54.7K -$238K -9,812 -81%

PFIG Hedge Fund Activity: Q4 2025 in Review

34 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q4 2025, worth a combined $69.8M — up 15% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIG positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $769K sold.

  • 34 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $69.8M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 6 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q4 2025 was LPL Financial, an estimated $2.6M added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q4 2025 was Susquehanna International Group, an estimated $769K sold.

Based on aggregated 13F filings for Q4 2025.