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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $339M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
29
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$65.5M
2
MIS
2
Morningstar Investment Services
Illinois
$20.1M
3
LPL Financial
3
LPL Financial
California
$9.78M
4
IF
4
IRON Financial
Illinois
$3.93M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$52.2M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$26.4M
3
FIM
3
Freedom Investment Management
Connecticut
$526K
4
CC
4
Curian Capital
Colorado
$12M
5
UBS Group
5
UBS Group
Switzerland
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
76
Trust Company of Vermont
Vermont
$27K – – –
Creative Planning
77
Creative Planning
Kansas
$26K +$26K +1,482 New
RIA
78
Regal Investment Advisors
Michigan
$22K +$2.43K +139 +12%
MAS
79
Madden Advisory Services
Florida
$16K – – –
GI
80
Gradient Investments
Minnesota
$10K – – –
VIA
81
Vantage Investment Advisors
Pennsylvania
$9K – – –
NFG
82
Next Financial Group
Texas
$9K – – –
US Bancorp
83
US Bancorp
Minnesota
$7K – – –
IWM
84
Integrated Wealth Management
California
$7K – – –
TAIM
85
TD Ameritrade Investment Management
Nebraska
$5K – – –
FNBT
86
FineMark National Bank & Trust
Florida
$3K – – –
S
87
SignatureFD
Georgia
$3K +$3K +148 New
TFA
88
Transamerica Financial Advisors
Florida
$2K -$34.4K -1,843 -95%
Simplex Trading
89
Simplex Trading
Illinois
$2K +$855 +59 +75%
SSB
90
Sandy Spring Bank
Maryland
$2K +$2K +86 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +88 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$2K +$2K +129 New
NMIS
93
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +81 New
FI
94
FormulaFolio Investments
Michigan
– -$2M -106,972 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$340K -18,241 Closed
Millennium Management
96
Millennium Management
New York
– -$322K -17,262 Closed
Ameriprise
97
Ameriprise
Minnesota
– -$247K -13,212 Closed
FTUS
98
Flow Traders U.S.
New York
– -$224K -11,982 Closed
ICOA
99
Investment Centers of America
North Dakota
– -$191K -10,188 Closed
HW
100
Hedeker Wealth
Illinois
– -$55K -3,000 Closed
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