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Invesco International Corporate Bond ETF

40 hedge funds and large institutions have $65.3M invested in Invesco International Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.69% less ownership

Funds ownership: 46.92%44.24% (-2.7%)

6% less capital invested

Capital invested by funds: $69.3M → $65.3M (-$3.99M)

13% less funds holding

Funds holding: 4640 (-6)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.34M -$83.2K -2,938 -0.9%
Wells Fargo
2
Wells Fargo
California
$6.35M -$306K -10,786 -5%
GC
3
Guggenheim Capital
Illinois
$4.84M +$989K +34,912 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.88M +$592K +20,896 +19%
Morgan Stanley
5
Morgan Stanley
New York
$3.76M -$603K -21,301 -14%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$3.37M +$3.26M +115,224 New
U
7
UBS
Switzerland
$3.26M +$230K +8,118 +8%
SNC
8
Stifel Nicolaus & Co
Missouri
$3.13M +$1.96M +69,153 +182%
First Trust Advisors
9
First Trust Advisors
Illinois
$2.58M -$113K -3,992 -4%
LWI
10
Long Wharf Investors
Massachusetts
$2.26M +$183K +6,472 +9%
AssetMark Inc
11
AssetMark Inc
California
$2.23M +$2.16M +76,321 New
RG
12
Rathbones Group
United Kingdom
$2.21M +$63K +2,225 +3%
QA
13
Quantitative Advantage
Minnesota
$2.12M -$4.09M -144,453 -67%
Deutsche Bank
14
Deutsche Bank
Germany
$2.09M -$3.18M -112,380 -61%
LG
15
Leuthold Group
Minnesota
$2.04M -$9.97K -352 -0.5%
SC
16
Stratford Consulting
Texas
$1.97M +$1.16K +41 +0.1%
LPL Financial
17
LPL Financial
California
$1.58M +$269K +9,492 +21%
BA
18
Boston Advisors
Massachusetts
$1.56M -$95.5K -3,372 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$976K -$377K -13,320 -29%
FIM
20
Freedom Investment Management
Connecticut
$918K -$36.3K -1,282 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$831K -$75.8K -2,675 -9%
HI
22
Horizon Investments
North Carolina
$751K +$188K +6,640 +35%
VKH
23
Virtu KCG Holdings
New York
$727K +$705K +24,886 New
AA
24
Ancora Advisors
Ohio
$627K -$36.6K -1,293 -6%
CS
25
Credit Suisse
Switzerland
$594K

PICB Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco International Corporate Bond ETF (PICB) for Q3 2013, worth a combined $65.3M — down 5.8% from $69.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PICB and 4 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was FirstMerit Bank N.A. Trustee, opening a new position worth an estimated $3.26M. The largest seller was Quantitative Advantage, cutting an estimated $4.09M.

  • 40 institutional investors held Invesco International Corporate Bond ETF (PICB) as of Q3 2013, down from 46 in Q2 2013.
  • Funds reported $65.3M of Invesco International Corporate Bond ETF stock for Q3 2013, down 5.8% quarter-over-quarter.
  • 4 funds opened new Invesco International Corporate Bond ETF positions in Q3 2013 and 8 closed out, a net change of -4 holders.
  • The largest Invesco International Corporate Bond ETF buyer in Q3 2013 was FirstMerit Bank N.A. Trustee, an estimated $3.26M added.
  • The largest Invesco International Corporate Bond ETF seller in Q3 2013 was Quantitative Advantage, an estimated $4.09M sold.

Based on aggregated 13F filings for Q3 2013.