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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $285M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
25
Reduced
24
Closed
6
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$25.8M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M
4
EWA
4
EP Wealth Advisors
California
$2.36M
5
CC
5
Curian Capital
Colorado
$10.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$108M
2
Goldman Sachs
2
Goldman Sachs
New York
$593K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.58M
4
Wells Fargo
4
Wells Fargo
California
$4.08M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.05M -$148K -7,857 -12%
BCI
27
Brinker Capital Investments
Pennsylvania
$961K +$141K +7,515 +17%
FI
28
FormulaFolio Investments
Michigan
$947K +$947K +50,367 New
Ameriprise
29
Ameriprise
Minnesota
$923K +$106K +5,656 +13%
SPC
30
Sigma Planning Corp
Michigan
$912K +$912K +48,512 New
KL
31
KWMG LLC
Kansas
$838K +$838K +44,149 New
OC
32
Oppenheimer & Co
New York
$762K +$36.5K +1,943 +5%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$713K -$54K -2,873 -7%
ECM
34
Evergreen Capital Management
Washington
$708K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$658K +$189K +10,033 +40%
FFA
36
First Foundation Advisors
California
$632K +$632K +33,610 New
AIM
37
Advantage Investment Management
Iowa
$601K +$601K +31,976 New
Goldman Sachs
38
Goldman Sachs
New York
$593K -$5.24M -278,403 -90%
PO
39
Private Ocean
California
$553K – – –
HC
40
Highmount Capital
New York
$527K +$264K +14,025 +100%
MAM
41
Marquette Asset Management
Minnesota
$469K – – –
HSBC Holdings
42
HSBC Holdings
United Kingdom
$451K – – –
SI
43
SII Investments
Wisconsin
$396K +$11.6K +618 +3%
AssetMark Inc
44
AssetMark Inc
California
$388K +$64.4K +3,424 +20%
CA
45
Cetera Advisors
Colorado
$323K -$8.94K -471 -3%
AIG
46
American International Group
New York
$301K -$75.4K -4,009 -20%
PI
47
Placemark Investments
Illinois
$291K +$29.3K +1,562 +11%
UMA
48
USA Mutuals Advisors
Texas
$282K – – –
CIC
49
Carnegie Investment Counsel
Ohio
$255K -$52.3K -2,790 -17%
NPC
50
National Planning Corporation
California
$255K +$43.1K +2,312 +20%
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