Invesco Fundamental High Yield Corporate Bond ETF

PHB

Market cap $355M

Overview Fund Activity

18.66 USD

-0.01

0.05%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.05%

5 days

0.05%

1 month

1.03%

3 months

1.74%

6 months

2.81%

Year to date

3.04%

1 year

0.97%

5 years

-0.53%

10 years

2.13%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

4% more capital invested

Capital invested by funds: $197M [Q1] → $204M (+$7.18M) [Q2]

1.71% less ownership

Funds ownership: 59.84% [Q1] → 58.14% (-1.71%) [Q2]

4% less funds holding

Funds holding: 116 [Q1] → 111 (-5) [Q2]

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

14% less call options, than puts

Call options by funds: $303K | Put options by funds: $351K

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Ellington Credit: High Yield, Speculative CLO Fund

Ellington Credit: High Yield, Speculative CLO Fund

Ellington Credit: High Yield, Speculative CLO Fund

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Making its debut on 11/15/2007, smart beta exchange traded fund Invesco Fundamental High Yield Corporate Bond ETF (PHB) provides investors broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Designed to provide broad exposure to the High-Yield/Junk Bond ETFs category of the market, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund launched on 11/15/2007.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) made its debut on 11/15/2007, and is a smart beta exchange traded fund that provides broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

PHB: High-Yield Bond ETF Lagging Competitors

The Invesco Fundamental High Yield Corporate Bond ETF invests in high-yield bonds based on fundamental metrics of their issuers. PHB has underperformed a high-yield bond benchmark since 2007. It has also underperformed several competitors since 2018. Despite a recent surge in distributions, I remain skeptical and expect the trend to lag inflation in the long term.

PHB: High-Yield Bond ETF Lagging Competitors

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) made its debut on 11/15/2007, and is a smart beta exchange traded fund that provides broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) was launched on 11/15/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

PHB: Trump Means Caution On Duration Bets

The PHB has higher expense ratios than functionally similar high-yield ETFs. Credit spreads are low despite economic challenges already brought on by unsubtle pre-administration rhetoric crystallising inflation at higher levels. PHB also has an almost four-year duration enhancing its sensitivity to rate changes, where we believe there is upside risk on the possible incoming tariffs.

PHB: Trump Means Caution On Duration Bets

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) made its debut on 11/15/2007, and is a smart beta exchange traded fund that provides broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

PHB: Unconvincing Junk Bond Strategy

Invesco Fundamental High Yield® Corporate Bond ETF selects high-yield corporate bonds (“junk bonds”) based on fundamental metrics. The PHB ETF is well-diversified and has a relatively high-quality profile in the high-yield corporate bond category. PHB has underperformed a junk bond benchmark since inception and shows moderate decays in price and distributions over the last 10 years.

PHB: Unconvincing Junk Bond Strategy

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