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Invesco Global ex-US High Yield Corporate Bond ETF

20 hedge funds and large institutions have $20.8M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

5% less funds holding

Funds holding: 2120 (-1)

6% less capital invested

Capital invested by funds: $22.2M → $20.8M (-$1.38M)

14.82% less ownership

Funds ownership: 61.78%46.96% (-15%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$14.2M +$5.68M +240,711 +68%
FIM
2
Freedom Investment Management
Connecticut
$1.27M +$260K +11,029 +26%
Bank of America
3
Bank of America
North Carolina
$993K +$11.5K +486 +1%
LNC
4
Lincoln National Corp
Pennsylvania
$722K +$59K +2,499 +9%
CFA
5
Carroll Financial Associates
North Carolina
$701K +$196K +8,300 +40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$483K -$291K -12,311 -38%
Citadel Advisors
7
Citadel Advisors
Florida
$477K +$470K +19,932 New
LPL Financial
8
LPL Financial
California
$446K -$390K -16,523 -47%
UCFA
9
United Capital Financial Advisors
Texas
$281K -$305K -12,910 -52%
Axa
10
Axa
France
$259K -$63.3K -2,680 -20%
MFS
11
MSI Financial Services
Massachusetts
$240K -$39K -1,653 -14%
AI
12
Atria Investments
North Carolina
$228K +$223K +9,462 New
JP Morgan Chase
13
JP Morgan Chase
New York
$156K -$16.9K -717 -10%
Morgan Stanley
14
Morgan Stanley
New York
$109K +$43.8K +1,855 +69%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$85K +$69.7K +2,952 +492%
UBS Group
16
UBS Group
Switzerland
$72K +$57.1K +2,421 +423%
AG
17
Advisor Group
Arizona
$26K +$26.3K +1,116 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$20K
Citigroup
19
Citigroup
New York
$13K -$1.46M -61,779 -99%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6K
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
-$4.31M -186,019 Closed
Jane Street
22
Jane Street
New York
-$1.16M -49,981 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$588K -25,381 Closed
VKH
24
Virtu KCG Holdings
New York
-$454K -19,566 Closed

PGHY Hedge Fund Activity: Q2 2016 in Review

20 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q2 2016, worth a combined $20.8M — down 6.2% from $22.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PGHY and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Invesco, adding an estimated $5.68M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $4.31M sold.

  • 20 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q2 2016, down from 21 in Q1 2016.
  • Funds reported $20.8M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q2 2016, down 6.2% quarter-over-quarter.
  • 3 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q2 2016 was Invesco, an estimated $5.68M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q2 2016 was BNP Paribas Financial Markets, an estimated $4.31M sold.

Based on aggregated 13F filings for Q2 2016.