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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

120 hedge funds and large institutions have $723M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
3.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
23
Increased
59
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$301M
2
PFG
2
Piershale Financial Group
Illinois
$17.8M
3
WI
3
WBI Investments
New Jersey
$15.9M
4
LPT
4
Legacy Private Trust
Wisconsin
$9.31M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$19.3M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$16M
3
BCM
3
Bluefin Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$117M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
76
Evergreen Capital Management
Washington
$402K – – –
BL
77
BCWM LLC
Kansas
$401K +$401K +21,219 New
TCM
78
Tuttle Capital Management
Connecticut
$389K +$389K +20,601 New
AssetMark Inc
79
AssetMark Inc
California
$375K +$22.6K +1,196 +6%
RJA
80
Raymond James & Associates
Florida
$374K +$81.1K +4,300 +28%
M&T Bank
81
M&T Bank
New York
$368K -$20K -1,060 -5%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$293K +$15.7K +829 +6%
PMG
83
ProVise Management Group
Florida
$261K +$261K +13,857 New
TSS
84
Two Sigma Securities
New York
$260K +$260K +13,767 New
IWM
85
Integrated Wealth Management
California
$223K +$215K +11,420 +2,855%
JIC
86
Johnson Investment Counsel
Ohio
$210K +$210K +11,177 New
MCP
87
Mirador Capital Partners
California
$202K +$202K +10,720 New
CAN
88
Cetera Advisor Networks
California
$196K -$2.25K -119 -1%
NA
89
NewEdge Advisors
Louisiana
$190K +$190K +10,079 New
MIFH
90
Migdal Insurance & Financial Holdings
Israel
$187K +$56.2K +2,983 +43%
CWM
91
Concert Wealth Management
California
$185K +$185K +9,818 New
Citigroup
92
Citigroup
New York
$162K +$39.4K +2,091 +32%
AG
93
Advisor Group
Arizona
$157K +$5.24K +278 +3%
AIS
94
Accurate Investment Solutions
Pennsylvania
$141K +$141K +7,460 New
LYV
95
Live Your Vision
Pennsylvania
$131K -$119K -6,305 -48%
AIM
96
Advantage Investment Management
Iowa
$117K -$8.41K -444 -7%
RFA
97
Reilly Financial Advisors
California
$104K +$5.94K +316 +6%
IUHSA
98
Itau Unibanco Holding S.A.
Brazil
$103K +$103K +5,500 New
IA
99
IFP Advisors
Florida
$90K +$26.6K +1,410 +42%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$85K +$6.67K +353 +9%
2 3
4
5 6