PHB icon

Invesco Fundamental High Yield Corporate Bond ETF
PHB

Overview Fund Activity

91 hedge funds and large institutions have $359M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
36
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$6.95M
2
Jane Street
2
Jane Street
New York
$5.59M
3
FWM
3
Frontier Wealth Management
Missouri
$6.48M
4
CC
4
Curian Capital
Colorado
$15.6M
5
HI
5
Horizon Investments
North Carolina
$7.36M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$20.4M
2
EWA
2
EP Wealth Advisors
California
$0
3
DS
3
DRW Securities
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M
5
Bank of America
5
Bank of America
North Carolina
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$2.03M +$161K +8,474 +9%
CS
27
Credit Suisse
Switzerland
$2M +$2M +105,389 New
FI
28
FormulaFolio Investments
Michigan
$1.76M +$801K +42,199 +84%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.5M +$121K +6,370 +9%
VFA
30
Voya Financial Advisors
Connecticut
$1.48M +$1.48M +77,847 New
SFA
31
Sequoia Financial Advisors
Ohio
$1.37M +$1.37M +71,931 New
HighTower Advisors
32
HighTower Advisors
Illinois
$1.3M +$245K +12,895 +23%
BCI
33
Brinker Capital Investments
Pennsylvania
$961K -$8.15K -430 -0.8%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$926K +$262K +13,800 +39%
Ameriprise
35
Ameriprise
Minnesota
$897K -$34.5K -1,819 -4%
SPC
36
Sigma Planning Corp
Michigan
$889K -$30.9K -1,629 -3%
KL
37
KWMG LLC
Kansas
$844K -$536 -28 -0.1%
AssetMark Inc
38
AssetMark Inc
California
$826K +$434K +22,905 +111%
OC
39
Oppenheimer & Co
New York
$760K -$9.05K -477 -1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$740K +$20.4K +1,076 +3%
WP
41
WealthPLAN Partners
Nebraska
$674K +$674K +35,495 New
AIM
42
Advantage Investment Management
Iowa
$620K +$13K +683 +2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$569K +$114K +6,000 +25%
ECM
44
Evergreen Capital Management
Washington
$563K -$144K -7,560 -20%
PO
45
Private Ocean
California
$558K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$545K +$545K +28,727 New
MAM
47
Marquette Asset Management
Minnesota
$473K – – –
VKH
48
Virtu KCG Holdings
New York
$443K +$443K +23,358 New
NFA
49
Nationwide Fund Advisors
Ohio
$412K +$412K +21,740 New
Mariner
50
Mariner
Kansas
$378K +$138K +7,266 +57%
1
2
3 4 5