PHB icon

Invesco Fundamental High Yield Corporate Bond ETF
PHB

Overview Fund Activity

152 hedge funds and large institutions have $533M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
56
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$22M
2
Invesco
2
Invesco
Georgia
$67.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M
4
MWP
4
Moller Wealth Partners
$18.1M
5
Bank of America
5
Bank of America
North Carolina
$47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
EC
3
Estate Counselors
Wisconsin
$0
4
FI
4
FormulaFolio Investments
Michigan
$11.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.47M +$9.27K +497 +0.3%
BBA
27
Braun-Bostich & Associates
Pennsylvania
$3.44M +$3.44M +184,252 New
ML
28
McAdam LLC
Pennsylvania
$3.1M +$266K +14,240 +9%
DI
29
Diligent Investors
California
$2.98M -$119K -6,387 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.9M -$624K -33,468 -18%
FWP
31
FAS Wealth Partners
Kansas
$2.88M -$82.8K -4,441 -3%
OFG
32
Omega Financial Group
California
$2.75M +$107K +5,744 +4%
Lazard Asset Management
33
Lazard Asset Management
New York
$2.68M -$4.6M – –
PS
34
Portfolio Solutions
Michigan
$2.66M -$99.9K -5,355 -4%
APSP
35
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.47M +$74.8K +4,013 +3%
BCP
36
Blackhawk Capital Partners
Wisconsin
$2.22M +$2.22M +119,007 New
TAIM
37
TD Ameritrade Investment Management
Nebraska
$2.07M +$2.06M +110,196 +11,649%
OMC
38
Old Mission Capital
Illinois
$1.82M +$1.04M +55,994 +134%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.78M +$226K +12,114 +15%
Lido Advisors
40
Lido Advisors
California
$1.7M +$591K +31,680 +53%
PAS
41
Partnervest Advisory Services
California
$1.46M +$173K +9,302 +13%
CFS
42
Ceros Financial Services
Maryland
$1.35M +$1.35M +72,414 New
AP
43
Advisors Preferred
Maryland
$1.35M +$1.35M +72,414 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.33M +$182K +9,781 +16%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.26M -$62.4K -3,347 -5%
GRP
46
Global Retirement Partners
California
$1.18M +$180K +9,651 +18%
AF
47
Advisornet Financial
Minnesota
$1.13M -$38.8K -2,082 -3%
Ameriprise
48
Ameriprise
Minnesota
$1.08M +$378K +20,220 +54%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.06M -$1.43M -76,363 -57%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1M +$247K +13,220 +33%
1
2
3 4 5