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Invesco Global ex-US High Yield Corporate Bond ETF

49 hedge funds and large institutions have $77.1M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $68.2M → $77.1M (+$8.96M)

3.47% more ownership

Funds ownership: 51%54.47% (+3.5%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 5049 (-1)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$12M -$871K -43,829 -7%
WH
2
Whitcomb & Hess
Ohio
$11.4M -$252K -12,700 -2%
RFM
3
Royal Fund Management
Florida
$8.7M +$4.86M +244,614 +132%
LPL Financial
4
LPL Financial
California
$5.76M +$483K +24,294 +9%
Morgan Stanley
5
Morgan Stanley
New York
$5.62M +$19.6K +984 +0.4%
BAAM
6
Baker Avenue Asset Management
California
$4.87M +$394K +19,839 +9%
AA
7
Advisory Alpha
Michigan
$3.61M +$301K +15,133 +9%
Bank of America
8
Bank of America
North Carolina
$3.57M +$1.53M +76,821 +77%
LAM
9
LifePro Asset Management
California
$3.37M +$155K +7,803 +5%
OLVIG
10
Oliver Lagore Vanvalin Investment Group
Michigan
$3.2M +$520K +26,151 +20%
KWM
11
Kingsview Wealth Management
Oregon
$2.27M -$101K -5,094 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.82M +$52.8K +2,656 +3%
EFG
13
Embree Financial Group
Illinois
$1.34M -$94.8K -4,768 -7%
GC
14
Guggenheim Capital
Illinois
$1.03M +$36.4K +1,832 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$940K -$1.39K -70 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$790K +$216K +10,887 +39%
RJT
17
Raymond James Trust
Florida
$752K -$184K -9,268 -20%
GM
18
GeoWealth Management
Illinois
$675K +$17K +853 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$491K -$15.2K -763 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$485K +$517 +26 +0.1%
CIAS
21
Capital Investment Advisory Services
North Carolina
$437K +$1.09K +55 +0.3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$414K +$406K +20,451 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$359K +$354K +17,801 New
AWS
24
Atria Wealth Solutions
New York
$357K
AWA
25
Acorn Wealth Advisors
Michigan
$336K +$111K +5,586 +51%

PGHY Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q3 2024, worth a combined $77.1M — up 13% from $68.2M a quarter earlier.

Fund positioning in PGHY was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 12 trimmed.

The largest buyer was Royal Fund Management, adding an estimated $4.86M. The largest seller was Jane Street, exiting entirely with an estimated $1.07M sold.

  • 49 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q3 2024, down from 50 in Q2 2024.
  • Funds reported $77.1M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 5 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q3 2024 was Royal Fund Management, an estimated $4.86M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2024.