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Invesco Global ex-US High Yield Corporate Bond ETF

53 hedge funds and large institutions have $87M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.64% less ownership

Funds ownership: 60.46%55.82% (-4.6%)

10% less funds holding

Funds holding: 5953 (-6)

14% less capital invested

Capital invested by funds: $101M → $87M (-$14.3M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
14
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
$392K -$15.6K -813 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$350K +$356K +18,505 New
PAG
28
Private Advisor Group
New Jersey
$333K +$38 +2 +0%
AWS
29
Atria Wealth Solutions
New York
$314K +$520 +27 +0.2%
MFG
30
Merit Financial Group
Georgia
$309K
WWA
31
WCG Wealth Advisors
Nevada
$266K +$271K +14,057 New
TCMP
32
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K -$9.53K -495 -4%
HFS
33
Horizon Financial Services
North Carolina
$239K +$6.66K +346 +3%
ZIMP
34
Zimmermann Investment Management & Planning
Pennsylvania
$230K -$2.09M -108,386 -90%
H
35
HoyleCohen
California
$220K +$4.58K +238 +2%
Creative Planning
36
Creative Planning
Kansas
$211K +$215K +11,160 New
RJA
37
Raymond James & Associates
Florida
$205K -$221K -11,498 -51%
RG
38
Retirement Group
California
$204K -$6.06K -315 -3%
NA
39
NewEdge Advisors
Louisiana
$197K +$5.02K +261 +3%
AWA
40
Acorn Wealth Advisors
Michigan
$193K +$197K +10,225 New
GM
41
GeoWealth Management
Illinois
$91K +$63.3K +3,287 +214%
GRP
42
Global Retirement Partners
California
$61.9K +$674 +35 +1%
CFGS
43
Concourse Financial Group Securities
Alabama
$55.2K
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$53.4K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$32.8K
PTC
46
Private Trust Company
Ohio
$32K
FRA
47
Front Row Advisors
California
$22.7K
FGAM
48
Financial Gravity Asset Management
Texas
$20.5K +$21K +1,090 +5,737%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2.78K
FFA
50
Founders Financial Alliance
North Carolina
$623

PGHY Hedge Fund Activity: Q3 2023 in Review

53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q3 2023, worth a combined $87M — down 14% from $101M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PGHY and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $6.28M. The largest seller was Cerity Partners, exiting entirely with an estimated $8.62M sold.

  • 53 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $87M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 5 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q3 2023 and 10 closed out, a net change of -5 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $6.28M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q3 2023 was Cerity Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q3 2023.