PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

110 hedge funds and large institutions have $425M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+16
Holders Change %
+17.02%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
34
Increased
29
Reduced
32
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.71M +$2.19M +125,605 +424%
Allianz Asset Management
27
Allianz Asset Management
Germany
$2.62M -$2.62M -150,000 -50%
KKAMG
28
Kernodle & Katon Asset Management Group
Arkansas
$2.51M +$2.51M +143,979 New
PAS
29
Partnervest Advisory Services
California
$2.2M +$2.2M +126,226 New
MWP
30
Moller Wealth Partners
$2.19M +$13.9K +797 +0.6%
FIM
31
Freedom Investment Management
Connecticut
$2.06M +$1.94M +111,262 +1,678%
APSP
32
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.05M -$38.9K -2,233 -2%
SFA
33
Sequoia Financial Advisors
Ohio
$2.02M +$495K +28,408 +32%
BEAM
34
Baker Ellis Asset Management
Washington
$1.85M -$316K -18,100 -15%
BCI
35
Brinker Capital Investments
Pennsylvania
$1.8M +$497K +28,475 +38%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.71M -$409K -23,444 -19%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.09M -$150K -8,701 -12%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$1.04M -$1.73M -99,176 -62%
Goldman Sachs
39
Goldman Sachs
New York
$1M +$1M +57,561 New
HB
40
Homrich & Berg
Georgia
$1M -$855K -49,005 -46%
SHJ
41
Sharkey, Howes & Javer
Colorado
$952K +$952K +54,566 New
AWM
42
Arbor Wealth Management
Florida
$946K +$946K +56,583 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$878K -$111K -6,356 -11%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$866K +$866K +49,664 New
AIP
45
Ameritas Investment Partners
Nebraska
$822K +$822K +47,165 New
PS
46
Portfolio Solutions
Michigan
$814K +$814K +46,654 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$801K -$324K -18,607 -29%
BTS
48
BB&T Securities
Virginia
$790K -$8.14K -467 -1%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$785K
BCM
50
Brookstone Capital Management
Illinois
$779K -$77.7K -4,452 -9%