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Invesco Global ex-US High Yield Corporate Bond ETF

59 hedge funds and large institutions have $81.3M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

1.01% more ownership

Funds ownership: 41.63%42.64% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

8% less funds holding

Funds holding: 6459 (-5)

14% less capital invested

Capital invested by funds: $94.8M → $81.3M (-$13.4M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
5
Increased
21
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Maxim Capital Management
California
$8.14M -$228K -10,367 -2%
CF
2
Centaurus Financial
California
$7.71M -$163K -7,423 -2%
6M
3
6 Meridian
Kansas
$6.65M +$7.39M +336,267 New
CWM
4
Cabot Wealth Management
Massachusetts
$6.2M +$2.05M +93,137 +42%
ACM
5
AlphaStar Capital Management
North Carolina
$5.49M +$62.8K +2,856 +1%
FIM
6
Freedom Investment Management
Connecticut
$4.58M -$834K -37,947 -16%
Jane Street
7
Jane Street
New York
$4.13M +$2.95M +134,378 +181%
Morgan Stanley
8
Morgan Stanley
New York
$3.17M -$9.94K -452 -0.3%
MFS
9
Madrona Financial Services
Washington
$2.65M +$99.1K +4,507 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$2.64M +$1.47M +66,994 +100%
LNC
11
Lincoln National Corp
Pennsylvania
$2.58M +$213K +9,668 +8%
PI
12
PFS Investments
Georgia
$2.49M +$435K +19,784 +19%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.48M -$11.2K -510 -0.4%
FTUS
14
Flow Traders U.S.
New York
$1.95M +$2.16M +98,377 New
SFS
15
Sowell Financial Services
Arkansas
$1.94M -$409K -18,623 -16%
Invesco
16
Invesco
Georgia
$1.91M -$8.03M -365,339 -79%
KWM
17
Kingsview Wealth Management
Oregon
$1.86M -$67.5K -3,072 -3%
LPL Financial
18
LPL Financial
California
$1.54M -$142K -6,475 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.17M -$632K -28,734 -33%
MML Investors Services
20
MML Investors Services
Massachusetts
$961K +$145K +6,578 +16%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$897K -$799K -36,331 -44%
BRWM
22
B. Riley Wealth Management
Tennessee
$865K +$124K +5,648 +15%
Creative Planning
23
Creative Planning
Kansas
$836K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$710K +$29.2K +1,329 +4%
EFSCE
25
Enterprise Financial Services Corp (EFSC)
Missouri
$675K +$108K +4,910 +17%

PGHY Hedge Fund Activity: Q1 2020 in Review

59 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q1 2020, worth a combined $81.3M — down 14% from $94.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PGHY and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 21 added.

The largest buyer was 6 Meridian, opening a new position worth an estimated $7.39M. The largest seller was Invesco, cutting an estimated $8.03M.

  • 59 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q1 2020, down from 64 in Q4 2019.
  • Funds reported $81.3M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 5 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of -2 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q1 2020 was 6 Meridian, an estimated $7.39M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q1 2020 was Invesco, an estimated $8.03M sold.

Based on aggregated 13F filings for Q1 2020.