Invesco Fundamental High Yield Corporate Bond ETFPHB
PHB
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
15.57% more ownership
Funds ownership: 47.59% [Q3] → 63.16% (+15.57%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
1% less funds holding
Funds holding: 115 [Q3] → 114 (-1) [Q4]
7% less capital invested
Capital invested by funds: $271M [Q3] → $251M (-$19.6M) [Q4]
45% less call options, than puts
Call options by funds: $1.33M | Put options by funds: $2.42M
Research analyst outlook
We haven’t received any recent analyst ratings for PHB.
Financial journalist opinion
Negative
Zacks Investment Research
1 month ago
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.
Negative
Seeking Alpha
1 month ago
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.
Negative
Zacks Investment Research
3 months ago
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.
Negative
Zacks Investment Research
5 months ago
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.
Neutral
Seeking Alpha
5 months ago
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.
Negative
Zacks Investment Research
7 months ago
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.
Negative
Seeking Alpha
8 months ago
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.
Negative
Zacks Investment Research
9 months ago
Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?
Launched on 11/15/2007, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund offering broad exposure to the High-Yield/Junk Bond ETFs category of the market.
Negative
Zacks Investment Research
11 months ago
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.
Negative
Zacks Investment Research
1 year ago
Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?
Launched on 11/15/2007, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund offering broad exposure to the High-Yield/Junk Bond ETFs category of the market.
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