Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
60 hedge funds and large institutions have $74.7M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
15% more funds holding
Funds holding: 52 → 60 (+8)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
1.18% less ownership
Funds ownership: 55.8% → 54.63% (-1.2%)
14% less capital invested
Capital invested by funds: $87M → $74.7M (-$12.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.14M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$915K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$514K |
| 4 |
VF
Virtu Financial
New York
|
+$312K |
| 5 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.02M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$5.68M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.28M |
| 4 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$2.23M |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
-$832K |
PGHY Hedge Fund Activity: Q4 2023 in Review
60 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q4 2023, worth a combined $74.7M — down 14% from $87M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PGHY positions and 2 closed out — a net gain of 8 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $1.14M. The largest seller was Jane Street, cutting an estimated $7.02M.
- 60 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q4 2023, up from 52 in Q3 2023.
- Funds reported $74.7M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q4 2023, down 14% quarter-over-quarter.
- 10 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
- The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q4 2023 was Sowell Financial Services, an estimated $1.14M added.
- The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $7.02M sold.
Based on aggregated 13F filings for Q4 2023.