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Invesco Global ex-US High Yield Corporate Bond ETF

55 hedge funds and large institutions have $76M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

2.37% less ownership

Funds ownership: 42.64%40.27% (-2.4%)

7% less capital invested

Capital invested by funds: $81.3M → $76M (-$5.36M)

7% less funds holding

Funds holding: 5955 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$557K +$18.4K +889 +4%
3C
27
361 Capital
Colorado
$552K +$1.95K +94 +0.4%
CA
28
Cetera Advisors
Colorado
$545K -$9.86K -476 -2%
PAG
29
Private Advisor Group
New Jersey
$541K +$91.8K +4,429 +21%
MML Investors Services
30
MML Investors Services
Massachusetts
$520K -$501K -24,165 -50%
Bank of America
31
Bank of America
North Carolina
$493K +$39.1K +1,888 +9%
Creative Planning
32
Creative Planning
Kansas
$485K -$403K -19,438 -46%
RFM
33
Royal Fund Management
Florida
$484K +$267K +12,889 +130%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$482K +$20.2K +975 +4%
SPC
35
Sigma Planning Corp
Michigan
$458K +$89.6K +4,327 +25%
Citadel Advisors
36
Citadel Advisors
Florida
$344K -$2.43M -117,473 -88%
H
37
HoyleCohen
California
$208K +$202K +9,770 New
BIP
38
Blueprint Investment Partners
North Carolina
$207K +$202K +9,753 New
Osaic Holdings
39
Osaic Holdings
Arizona
$202K -$32.2K -1,556 -14%
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$181K -$530K -25,592 -75%
CFA
41
Carroll Financial Associates
North Carolina
$85K +$21 +1 +0%
GWM
42
Geneos Wealth Management
Colorado
$48K
CAN
43
Cetera Advisor Networks
California
$43K +$41.6K +2,010 New
AIM
44
Anchor Investment Management
South Carolina
$42.7K -$2.28K -110 -5%
RCA
45
Reitz Capital Advisors
Michigan
$21K +$20.7K +1,000 New
APA
46
American Portfolios Advisors
New York
$14.3K +$186 +9 +1%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K
CIR
48
Clear Investment Research
Georgia
$11K
CFD
49
Creative Financial Designs
Indiana
$9K -$35.1K -1,694 -81%
FRA
50
Front Row Advisors
California
$9K

PGHY Hedge Fund Activity: Q2 2020 in Review

55 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q2 2020, worth a combined $76M — down 6.6% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGHY and 5 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was PFS Investments, adding an estimated $645K. The largest seller was 6 Meridian, cutting an estimated $3.5M.

  • 55 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q2 2020, down from 59 in Q1 2020.
  • Funds reported $76M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q2 2020, down 6.6% quarter-over-quarter.
  • 5 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q2 2020 and 9 closed out, a net change of -4 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q2 2020 was PFS Investments, an estimated $645K added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q2 2020 was 6 Meridian, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2020.