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Invesco Global ex-US High Yield Corporate Bond ETF

47 hedge funds and large institutions have $54.2M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $53.8M → $54.2M (+$489K)

0.02% more ownership

Funds ownership: 23.75%23.77% (+0.02%)

10% less funds holding

Funds holding: 5247 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$509K +$37.7K +1,613 +8%
PAG
27
Private Advisor Group
New Jersey
$425K +$427K +18,246 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$412K +$146K +6,235 +55%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$324K -$35.8K -1,530 -10%
H
30
HoyleCohen
California
$220K +$2.76K +118 +1%
FGAM
31
Financial Gravity Asset Management
Texas
$204K +$17.5K +750 +9%
AG
32
Advisor Group
Arizona
$145K +$17K +726 +13%
CFA
33
Carroll Financial Associates
North Carolina
$93K +$47 +2 +0%
HT
34
Heritage Trust
Oklahoma
$64K
GWM
35
Geneos Wealth Management
Colorado
$61K +$29.3K +1,252 +90%
AF
36
Advisornet Financial
Minnesota
$57K
AIM
37
Anchor Investment Management
South Carolina
$44.9K
CPIG
38
Chicago Partners Investment Group
Illinois
$44K
RWA
39
River Wealth Advisors
Pennsylvania
$42K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$31K +$351 +15 +1%
SWP
41
Stratos Wealth Partners
Ohio
$19K +$18.8K +804 New
Wells Fargo
42
Wells Fargo
California
$16K -$23.4K -1,000 -60%
JA
43
JOYN Advisors
Georgia
$7K +$7.04K +301 New
CIR
44
Clear Investment Research
Georgia
$5K +$4.98K +213 New
CF
45
Centaurus Financial
California
$3.57K -$2.09M -89,332 -100%
HI
46
Hudock Inc
Pennsylvania
$3K
FRA
47
Front Row Advisors
California
$9
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$729K -31,081 Closed
UCFA
49
United Capital Financial Advisors
Texas
-$729K -31,081 Closed
BCM
50
Bluefin Capital Management
New York
-$588K -25,054 Closed

PGHY Hedge Fund Activity: Q3 2018 in Review

47 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q3 2018, worth a combined $54.2M — up 0.91% from $53.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PGHY and 5 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $4.63M. The largest seller was Centaurus Financial, cutting an estimated $2.09M.

  • 47 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q3 2018, down from 52 in Q2 2018.
  • Funds reported $54.2M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q3 2018, up 0.91% quarter-over-quarter.
  • 5 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q3 2018 and 10 closed out, a net change of -5 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q3 2018 was Jane Street, an estimated $4.63M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q3 2018 was Centaurus Financial, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2018.