PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

111 hedge funds and large institutions have $204M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
36
Reduced
40
Closed
14
Calls
$303K
Puts
$351K
Net Calls
-$48K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
51
Freedom Investment Management
Connecticut
$404K +$1.74K +94 +0.4%
BPA
52
Beacon Pointe Advisors
California
$393K
CT
53
Clearstead Trust
Maine
$378K
AFP
54
Ausdal Financial Partners
Iowa
$373K +$5.1K +276 +1%
PIN
55
Prudent Investors Network
California
$342K -$45.8K -2,479 -12%
P
56
&Partners
Tennessee
$325K +$16.9K +916 +5%
OMC
57
Old Mission Capital
Illinois
$294K +$294K +15,910 New
Stifel Financial
58
Stifel Financial
Missouri
$293K -$997K -54,008 -77%
FIBT
59
First International Bank & Trust
North Dakota
$291K -$104K -5,623 -26%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$285K
FNC
61
First National Corp
Massachusetts
$276K
Comerica Bank
62
Comerica Bank
Texas
$274K
CPRC
63
Consolidated Portfolio Review Corp
New York
$256K
KWM
64
Kingsview Wealth Management
Oregon
$248K -$1.61K -87 -0.6%
SFS
65
Sowell Financial Services
Arkansas
$242K
CP
66
Capital Planning
Washington
$233K +$233K +12,595 New
CW
67
Code Waechter
Florida
$221K -$166K -8,982 -43%
TWM
68
TCFG Wealth Management
California
$220K +$220K +11,892 New
Jones Financial Companies
69
Jones Financial Companies
Missouri
$213K -$11K -595 -5%
BCV
70
Banque Cantonale Vaudoise
Switzerland
$200K
FF
71
Friedenthal Financial
New Jersey
$187K -$1.9K -103 -1%
Lazard Asset Management
72
Lazard Asset Management
New York
$143K -$140K
AAS
73
Ameritas Advisory Services
Nebraska
$129K +$129K +6,997 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$129K -$379K -20,517 -75%
FWP
75
FAS Wealth Partners
Kansas
$84.1K +$1.09K +59 +1%