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Invesco Fundamental High Yield Corporate Bond ETF

116 hedge funds and large institutions have $197M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
27
Reduced
49
Closed
13
Calls
$1.03M
Puts
$2.09M
Net Calls
-$1.06M
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$90K +$42.2K +2,336 +88%
FWP
77
FAS Wealth Partners
Kansas
$81.2K -$3.32K -184 -4%
NA
78
NewEdge Advisors
Louisiana
$74.4K
US Bancorp
79
US Bancorp
Minnesota
$68.7K +$181 +10 +0.3%
SWA
80
SOA Wealth Advisors
New York
$65K -$885 -49 -1%
RWM
81
Rialto Wealth Management
New York
$59.7K
DFA
82
DHJJ Financial Advisors
Illinois
$57.4K -$2.6K -144 -4%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$57K -$11.4K -625 -17%
ACM
84
Anfield Capital Management
California
$43.5K -$9.9M -548,112 -100%
AIP
85
Ameritas Investment Partners
Nebraska
$30.2K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$28.4K
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$21.1K +$21.1K +1,170 New
NS
89
NBC Securities
Alabama
$20K +$20K +1,108 +110,800%
GSWM
90
Golden State Wealth Management
California
$18.7K +$18.7K +1,035 New
AAP
91
Arax Advisory Partners
Colorado
$17.3K
MEG
92
Millstone Evans Group
Colorado
$16.7K
FFA
93
Farther Finance Advisors
California
$14.9K +$14.9K +821 New
PA
94
Parallel Advisors
California
$13.5K
RWPA
95
Richard W. Paul & Associates
Michigan
$12.9K
AF
96
Advisornet Financial
Minnesota
$10.6K +$10.6K +586 New
PS
97
Principal Securities
Iowa
$10.4K
FRA
98
Front Row Advisors
California
$8.13K
HI
99
Harbour Investments
Wisconsin
$7.82K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$6.77K +$6.77K +387 New