PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

120 hedge funds and large institutions have $352M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
34
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$542K -$708K -39,047 -57%
DAS
52
Dynamic Advisor Solutions
Arizona
$512K +$39.6K +2,201 +8%
FIM
53
Freedom Investment Management
Connecticut
$505K -$52.8K -2,915 -9%
IF
54
Intrua Financial
Texas
$428K +$428K +23,630 New
SF
55
Synovus Financial
Georgia
$421K +$36 +2 +0%
BPA
56
Beacon Pointe Advisors
California
$414K -$816 -45 -0.2%
Comerica Bank
57
Comerica Bank
Texas
$393K
AFP
58
Ausdal Financial Partners
Iowa
$376K +$635 +35 +0.2%
CT
59
Clearstead Trust
Maine
$372K
AFG
60
Atomi Financial Group
New York
$370K
CAG
61
Csenge Advisory Group
Florida
$364K +$54 +3 +0%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$328K -$18.6K -1,025 -5%
HW
63
Hancock Whitney
Mississippi
$323K
FNC
64
First National Corp
Massachusetts
$317K -$48.5K -2,675 -13%
PMG
65
ProVise Management Group
Florida
$261K +$27.6K +1,520 +12%
SFS
66
Sowell Financial Services
Arkansas
$238K
HWM
67
HB Wealth Management
Georgia
$230K +$290 +16 +0.1%
CPRC
68
Consolidated Portfolio Review Corp
New York
$207K -$46K -2,535 -18%
FF
69
Friedenthal Financial
New Jersey
$206K -$907 -50 -0.4%
RJA
70
Raymond James & Associates
Florida
$196K +$196K +10,826 New
SC
71
Scotia Capital
Ontario, Canada
$190K -$14.1K -778 -7%
AP
72
Americana Partners
Texas
$187K
BCV
73
Banque Cantonale Vaudoise
Switzerland
$186K -$26.2K -1,445 -12%
CAN
74
Cetera Advisor Networks
California
$185K +$185K +10,230 New
Lazard Asset Management
75
Lazard Asset Management
New York
$141K -$8.85M