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Invesco International Corporate Bond ETF

43 hedge funds and large institutions have $56.9M invested in Invesco International Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.23% less ownership

Funds ownership: 37.33%34.11% (-3.2%)

7% less funds holding

Funds holding: 4643 (-3)

10% less capital invested

Capital invested by funds: $63.4M → $56.9M (-$6.46M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
15
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.93M -$1.05M -39,951 -12%
UBS Group
2
UBS Group
Switzerland
$6.35M -$334K -12,652 -5%
CCA
3
Checchi Capital Advisers
California
$3.23M -$466K -17,656 -12%
Morgan Stanley
4
Morgan Stanley
New York
$3.21M +$2.18M +82,730 +199%
Bank of America
5
Bank of America
North Carolina
$2.83M +$318K +12,051 +12%
Wells Fargo
6
Wells Fargo
California
$2.79M +$80.5K +3,052 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.67M -$63.1K -2,394 -2%
RG
8
Rathbones Group
United Kingdom
$2.58M +$26.1K +990 +1%
FBNAT
9
FirstMerit Bank N.A. Trustee
Ohio
$2.22M -$521K -19,750 -19%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.1M -$120K -4,544 -5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2M +$165K +6,243 +9%
VFS
12
VSR Financial Services
Kansas
$1.97M +$110K +4,167 +6%
WCM
13
Windsor Capital Management
Arizona
$1.76M +$968K +36,702 +117%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.51M +$79K +2,994 +5%
BCM
15
Bluefin Capital Management
New York
$1.43M -$1.42M -53,922 -49%
LPL Financial
16
LPL Financial
California
$1.36M -$1.49M -56,453 -52%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.08M -$11.6K -439 -1%
LFG
18
LifePlan Financial Group
Ohio
$1.02M -$103K -3,904 -9%
KM
19
Kalos Management
Georgia
$925K -$153K -5,818 -14%
AA
20
Alesco Advisors
New York
$884K +$31.6K +1,200 +4%
AssetMark Inc
21
AssetMark Inc
California
$717K +$107K +4,062 +17%
FIM
22
Freedom Investment Management
Connecticut
$692K +$26.7K +1,013 +4%
Ameriprise
23
Ameriprise
Minnesota
$658K -$84K -3,187 -11%
HCM
24
Hollencrest Capital Management
California
$656K -$138K -5,243 -17%
Stifel Financial
25
Stifel Financial
Missouri
$613K +$47.2K +1,789 +8%

PICB Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco International Corporate Bond ETF (PICB) for Q2 2016, worth a combined $56.9M — down 10% from $63.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PICB and 4 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was Jane Street, cutting an estimated $2.59M.

  • 43 institutional investors held Invesco International Corporate Bond ETF (PICB) as of Q2 2016, down from 46 in Q1 2016.
  • Funds reported $56.9M of Invesco International Corporate Bond ETF stock for Q2 2016, down 10% quarter-over-quarter.
  • 4 funds opened new Invesco International Corporate Bond ETF positions in Q2 2016 and 7 closed out, a net change of -3 holders.
  • The largest Invesco International Corporate Bond ETF buyer in Q2 2016 was Morgan Stanley, an estimated $2.18M added.
  • The largest Invesco International Corporate Bond ETF seller in Q2 2016 was Jane Street, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2016.