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Invesco Fundamental Investment Grade Corporate Bond ETF

31 hedge funds and large institutions have $83.9M invested in Invesco Fundamental Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

20% more capital invested

Capital invested by funds: $69.8M → $83.9M (+$14.1M)

4.14% more ownership

Funds ownership: 70.97%75.12% (+4.1%)

9% less funds holding

Funds holding: 3431 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
5
Closed
5
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
$30.4M +$3.16M +130,301 +11%
Ameriprise
2
Ameriprise
Minnesota
$13M +$4.21M +173,475 +47%
LPL Financial
3
LPL Financial
California
$12.7M +$1.23M +50,855 +11%
AWA
4
Arkadios Wealth Advisors
Georgia
$6.71M +$4.37M +180,363 +182%
Truist Financial
5
Truist Financial
North Carolina
$6.37M +$1.36M +55,970 +27%
NF
6
Nikulski Financial
Iowa
$2.66M +$947K +39,053 +54%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.57M +$57.1K +2,354 +4%
EA
8
Eclectic Associates
California
$1.55M +$869K +35,850 +126%
EH
9
Equitable Holdings
New York
$1.47M -$30.3K -1,251 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.33M +$311K +12,834 +30%
Bank of America
11
Bank of America
North Carolina
$1.12M -$9.91K -409 -0.9%
BCG
12
Breakwater Capital Group
New Jersey
$842K +$61.1K +2,519 +8%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$835K +$731K +30,145 +655%
IA
14
Insight Advisors
Pennsylvania
$710K +$15K +619 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$432K +$485 +20 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$387K +$1.33K +55 +0.3%
CWM
17
Copia Wealth Management
Oregon
$345K -$17.9K -737 -5%
Jane Street
18
Jane Street
New York
$323K +$325K +13,428 New
HGA
19
Hobbs Group Advisors
South Carolina
$281K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$275K +$277K +11,440 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$219K +$7.59K +313 +4%
ASN
22
Advisory Services Network
Georgia
$214K +$1.24K +51 +0.6%
AF
23
Allworth Financial
California
$57.2K
PA
24
Parallel Advisors
California
$48.1K
TWC
25
TD Waterhouse Canada
Ontario, Canada
$17.4K

PFIG Hedge Fund Activity: Q1 2026 in Review

31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) for Q1 2026, worth a combined $83.9M — up 20% from $69.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PFIG and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 19 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $4.37M. The largest seller was Prairiewood Capital, exiting entirely with an estimated $1.6M sold.

  • 31 institutional investors held Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) as of Q1 2026, down from 34 in Q4 2025.
  • Funds reported $83.9M of Invesco Fundamental Investment Grade Corporate Bond ETF stock for Q1 2026, up 20% quarter-over-quarter.
  • 2 funds opened new Invesco Fundamental Investment Grade Corporate Bond ETF positions in Q1 2026 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF buyer in Q1 2026 was Arkadios Wealth Advisors, an estimated $4.37M added.
  • The largest Invesco Fundamental Investment Grade Corporate Bond ETF seller in Q1 2026 was Prairiewood Capital, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2026.