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Invesco International Corporate Bond ETF

47 hedge funds and large institutions have $66.9M invested in Invesco International Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3.59% more ownership

Funds ownership: 40.02%43.61% (+3.6%)

2% more funds holding

Funds holding: 4647 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $82.8M → $66.9M (-$15.9M)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
16
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.2M -$741K -28,309 -6%
UBS Group
2
UBS Group
Switzerland
$8.45M -$3.18M -121,347 -27%
CCA
3
Checchi Capital Advisers
California
$4.51M +$13.4K +511 +0.3%
Stifel Financial
4
Stifel Financial
Missouri
$3.83M -$709K -27,088 -15%
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$3.15M -$64.1K -2,448 -2%
Bank of America
6
Bank of America
North Carolina
$2.8M -$3.66M -139,691 -56%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.67M +$1.89M +72,039 +225%
Wells Fargo
8
Wells Fargo
California
$2.58M -$1.46M -55,856 -36%
RG
9
Rathbones Group
United Kingdom
$2.55M -$70.1K -2,680 -3%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.26M +$116K +4,422 +5%
LPL Financial
11
LPL Financial
California
$2.12M +$118K +4,516 +6%
AA
12
Advisory Alpha
Michigan
$2.08M -$3.06K -117 -0.1%
VFS
13
VSR Financial Services
Kansas
$1.82M +$148K +5,656 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.49M -$1.56M -59,499 -51%
BOTW
15
Bank of the West
California
$1.48M -$108K -4,136 -7%
Morgan Stanley
16
Morgan Stanley
New York
$1.23M +$58K +2,218 +5%
CG
17
Colony Group
Massachusetts
$1.13M +$399K +15,260 +53%
LFG
18
LifePlan Financial Group
Ohio
$1.09M +$43.9K +1,678 +4%
BCM
19
Bluefin Capital Management
New York
$970K +$750K +28,644 +312%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$953K -$696K -26,607 -42%
HCM
21
Hollencrest Capital Management
California
$825K -$2.47M -94,297 -75%
AA
22
Alesco Advisors
New York
$705K
FIM
23
Freedom Investment Management
Connecticut
$696K +$17.5M +668,830 +4,896%
HighTower Advisors
24
HighTower Advisors
Illinois
$682K +$12.2K +468 +2%
VKH
25
Virtu KCG Holdings
New York
$668K +$429K +16,380 +169%

PICB Hedge Fund Activity: Q3 2015 in Review

47 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco International Corporate Bond ETF (PICB) for Q3 2015, worth a combined $66.9M — down 19% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PICB positions and 1 closed out — a net gain of 1 holder — while 16 added to existing stakes and 23 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $17.5M. The largest seller was Bank of America, cutting an estimated $3.66M.

  • 47 institutional investors held Invesco International Corporate Bond ETF (PICB) as of Q3 2015, up from 46 in Q2 2015.
  • Funds reported $66.9M of Invesco International Corporate Bond ETF stock for Q3 2015, down 19% quarter-over-quarter.
  • 2 funds opened new Invesco International Corporate Bond ETF positions in Q3 2015 and 1 closed out, a net change of +1 holder.
  • The largest Invesco International Corporate Bond ETF buyer in Q3 2015 was Freedom Investment Management, an estimated $17.5M added.
  • The largest Invesco International Corporate Bond ETF seller in Q3 2015 was Bank of America, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2015.