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Invesco Global ex-US High Yield Corporate Bond ETF

19 hedge funds and large institutions have $29.3M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $20.8M → $29.3M (+$8.45M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

1.61% less ownership

Funds ownership: 46.96%45.35% (-1.6%)

5% less funds holding

Funds holding: 2019 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$21.9M +$7.41M +305,318 +51%
FIM
2
Freedom Investment Management
Connecticut
$1.35M +$63.9K +2,633 +5%
Bank of America
3
Bank of America
North Carolina
$1.04M +$32.3K +1,330 +3%
CFA
4
Carroll Financial Associates
North Carolina
$816K +$103K +4,258 +15%
LNC
5
Lincoln National Corp
Pennsylvania
$676K -$58.2K -2,399 -8%
Citadel Advisors
6
Citadel Advisors
Florida
$563K +$77.6K +3,197 +16%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$543K +$541K +22,294 New
Jane Street
8
Jane Street
New York
$486K +$484K +19,947 New
LPL Financial
9
LPL Financial
California
$446K -$3.01K -124 -0.7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$361K -$130K -5,349 -27%
Morgan Stanley
11
Morgan Stanley
New York
$251K +$140K +5,761 +127%
AI
12
Atria Investments
North Carolina
$210K -$20.3K -838 -9%
MFS
13
MSI Financial Services
Massachusetts
$199K -$45.2K -1,864 -19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$188K +$101K +4,178 +118%
JP Morgan Chase
15
JP Morgan Chase
New York
$142K -$16.3K -671 -10%
AG
16
Advisor Group
Arizona
$53K +$26.3K +1,083 +97%
Citigroup
17
Citigroup
New York
$14K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$13K +$6.67K +275 +108%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$10K -$10.1K -415 -51%
UCFA
20
United Capital Financial Advisors
Texas
-$281K -11,708 Closed
Axa
21
Axa
France
-$259K -10,800 Closed
UBS Group
22
UBS Group
Switzerland
-$72K -2,994 Closed

PGHY Hedge Fund Activity: Q3 2016 in Review

19 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 Q3 2016, worth a combined $29.3M — up 41% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PGHY and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.

The largest buyer was Invesco, adding an estimated $7.41M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $281K sold.

  • 19 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q3 2016, down from 20 in Q2 2016.
  • Funds reported $29.3M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q3 2016, up 41% quarter-over-quarter.
  • 2 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q3 2016 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q3 2016 was Invesco, an estimated $7.41M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q3 2016 was United Capital Financial Advisors, an estimated $281K sold.

Based on aggregated 13F filings for Q3 2016.