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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.

New
Increased
Maintained
Reduced
Closed
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 %
N
76
Natixis
France
$102K +$1.45K +80 +1%
DFA
77
DHJJ Financial Advisors
Illinois
$91.1K -$6.35K -350 -7%
NA
78
NewEdge Advisors
Louisiana
$74.6K
FWP
79
FAS Wealth Partners
Kansas
$72.7K +$2.45K +135 +3%
SWA
80
SOA Wealth Advisors
New York
$69.9K +$562 +31 +0.8%
EWP
81
Elevation Wealth Partners
California
$68.3K +$68.3K +4,000 New
US Bancorp
82
US Bancorp
Minnesota
$59.6K +$1.38K +76 +2%
AIP
83
Ameritas Investment Partners
Nebraska
$48.7K
William Blair & Company
84
William Blair & Company
Illinois
$47.6K -$32.9K -1,816 -41%
AWM
85
Ameliora Wealth Management
Switzerland
$42.2K
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$37.7K
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.4K
TPCW
88
TD Private Client Wealth
New York
$35.2K
TCG
89
Transcendent Capital Group
Oklahoma
$30.9K +$30.9K +1,702 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$30.7K -$9.03K -500 -23%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$28.6K -$16.9K -932 -37%
NS
92
NBC Securities
Alabama
$20K
CIAS
93
Capital Investment Advisory Services
North Carolina
$18.4K +$91 +5 +0.5%
AAP
94
Arax Advisory Partners
Colorado
$17.3K
PA
95
Parallel Advisors
California
$16.6K
FFA
96
Farther Finance Advisors
California
$14.7K
RWPA
97
Richard W. Paul & Associates
Michigan
$13.3K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$10K +$72 +4 +0.7%
PS
99
Principal Securities
Iowa
$10K +$10K +552 New
NC
100
NewSquare Capital
Pennsylvania
$9.66K -$11.3K -624 -54%