PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

131 hedge funds and large institutions have $266M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
39
Reduced
46
Closed
24
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$495K -$26K -1,486 -5%
DAS
52
Dynamic Advisor Solutions
Arizona
$492K -$42.2K -2,408 -8%
PC
53
Prairiewood Capital
North Dakota
$479K +$104K +5,963 +28%
ICM
54
Islay Capital Management
Texas
$476K -$1.45M -82,537 -75%
FTUS
55
Flow Traders U.S.
New York
$462K -$1.46M -83,480 -76%
FWA
56
Freedom Wealth Alliance
Wisconsin
$454K -$107K -6,113 -19%
TC
57
Toews Corporation
New Jersey
$438K +$438K +25,000 New
FNC
58
First National Corp
Massachusetts
$414K -$8.27K -472 -2%
SF
59
Synovus Financial
Georgia
$414K +$7.99K +456 +2%
BPA
60
Beacon Pointe Advisors
California
$402K +$3.01K +172 +0.8%
CPRC
61
Consolidated Portfolio Review Corp
New York
$373K +$373K +21,306 New
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$372K
AFP
63
Ausdal Financial Partners
Iowa
$366K -$8.69K -496 -2%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$366K +$83.6K +4,780 +30%
GWM
65
Geneos Wealth Management
Colorado
$342K +$17.9K +1,025 +6%
HW
66
Hancock Whitney
Mississippi
$312K +$14.3K +815 +5%
LAM
67
LifePro Asset Management
California
$305K
RJFSA
68
Raymond James Financial Services Advisors
Florida
$276K -$36.4K -2,080 -12%
CAG
69
Csenge Advisory Group
Florida
$275K +$9.54K +545 +4%
SWA
70
SOA Wealth Advisors
New York
$264K -$32.6K -1,861 -11%
SPIA
71
Steward Partners Investment Advisory
New York
$250K
SFS
72
Sowell Financial Services
Arkansas
$249K -$490 -28 -0.2%
HWM
73
HB Wealth Management
Georgia
$241K +$368 +21 +0.2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$237K
NL
75
NWAM LLC
Washington
$219K -$428K -24,446 -66%