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Invesco International Corporate Bond ETF

38 hedge funds and large institutions have $88M invested in Invesco International Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

19% more funds holding

Funds holding: 3238 (+6)

5.81% more ownership

Funds ownership: 65.74%71.54% (+5.8%)

1% more capital invested

Capital invested by funds: $86.9M → $88M (+$1.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
15
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UFAC
1
Urban Financial Advisory Corp
Illinois
$19.5M +$243K +10,875 +1%
CCA
2
Checchi Capital Advisers
California
$16.3M +$649K +29,034 +4%
TWM
3
Tanager Wealth Management
United Kingdom
$14.5M +$2.27M +101,437 +18%
PFM
4
Peak Financial Management
Massachusetts
$7.46M -$166K -7,439 -2%
LPL Financial
5
LPL Financial
California
$6.48M +$2.12M +94,870 +46%
Wells Fargo
6
Wells Fargo
California
$3.19M -$1.72M -76,790 -34%
RG
7
Rathbones Group
United Kingdom
$2.73M +$91.2K +4,080 +3%
Morgan Stanley
8
Morgan Stanley
New York
$2.09M +$415K +18,550 +24%
FIM
9
Freedom Investment Management
Connecticut
$1.93M +$4.18K +187 +0.2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.25M +$111K +4,977 +10%
CC
11
Climber Capital
Switzerland
$1.23M +$1.28M +57,215 New
PAW
12
Plan A Wealth
Nebraska
$1.21M +$1.25M +56,088 New
Jane Street
13
Jane Street
New York
$1.2M +$1.24M +55,655 New
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$1.18M -$29.1K -1,300 -2%
Stifel Financial
15
Stifel Financial
Missouri
$1.11M -$10.8K -482 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1M -$8.29K -371 -0.8%
PAG
17
Private Advisor Group
New Jersey
$963K -$9.68K -433 -1%
1CP
18
17 Capital Partners
Arizona
$586K +$92K +4,116 +18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$561K +$3.64K +163 +0.6%
Vontobel Holding
20
Vontobel Holding
Switzerland
$489K +$13.4K +598 +3%
UBS Group
21
UBS Group
Switzerland
$470K -$20.3K -909 -4%
MFA
22
Millington Financial Advisors
Illinois
$441K +$124K +5,562 +38%
Bank of America
23
Bank of America
North Carolina
$436K +$452K +20,224 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$434K +$63.6K +2,847 +17%
PP
25
Pacifica Partners
Canada
$309K -$22.4K -1,000 -6%

PICB Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco International Corporate Bond ETF (PICB) for Q4 2024, worth a combined $88M — up 1.3% from $86.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PICB positions and 0 closed out — a net gain of 6 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Tanager Wealth Management, adding an estimated $2.27M. The largest seller was Wells Fargo, cutting an estimated $1.72M.

  • 38 institutional investors held Invesco International Corporate Bond ETF (PICB) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $88M of Invesco International Corporate Bond ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 6 funds opened new Invesco International Corporate Bond ETF positions in Q4 2024 and 0 closed out, a net change of +6 holders.
  • The largest Invesco International Corporate Bond ETF buyer in Q4 2024 was Tanager Wealth Management, an estimated $2.27M added.
  • The largest Invesco International Corporate Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2024.