PHB icon

Invesco Fundamental High Yield Corporate Bond ETF
PHB

Overview Fund Activity

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

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$11.7M
2
AAS
2
Asset Allocation Strategies
Michigan
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.96M
4
LPL Financial
4
LPL Financial
California
$17.1M
5
Wells Fargo
5
Wells Fargo
California
$26.6M

Top Sellers

1
DWM
1
Darwin Wealth Management
Florida
$13.8K
2
AP
2
Advisors Preferred
Maryland
$3.3M
3
Ameriprise
3
Ameriprise
Minnesota
$3.11M
4
Stifel Financial
4
Stifel Financial
Missouri
$293K
5
Citadel Advisors
5
Citadel Advisors
Florida
$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
101
Front Row Advisors
California
$8.31K – – –
HI
102
Harbour Investments
Wisconsin
$7.99K – – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$6.71K +$74 +4 +1%
AssetMark Inc
104
AssetMark Inc
California
$5.54K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$4.43K – – –
Franklin Resources
106
Franklin Resources
California
$3.73K +$3.73K +202 New
IA
107
IFP Advisors
Florida
$2.44K +$18 +1 +0.8%
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.87K – – –
FFA
109
Founders Financial Alliance
North Carolina
$1.66K – – –
SS
110
Sunbelt Securities
Texas
$1.39K – – –
GWM
111
GSB Wealth Management
Connecticut
$757 -$628 -34 -45%
TFA
112
Transamerica Financial Advisors
Florida
$9 – – –
MCM
113
MAI Capital Management
Ohio
$1 -$1 – –
GS
114
GWN Securities
Florida
– -$763K -41,952 Closed
KAS
115
Kestra Advisory Services
Texas
– -$331K -18,350 Closed
HF
116
HRT Financial
New York
– -$285K -15,787 Closed
AFG
117
Atomi Financial Group
New York
– -$268K -14,864 Closed
SA
118
Strategic Advocates
Utah
– -$186K -10,276 Closed
OSAM
119
O'Shaughnessy Asset Management
Connecticut
– -$21.1K -1,170 Closed
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
– -$6.77K -387 Closed
BA
121
Bristlecone Advisors
Washington
– -$5.42K -300 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
– -$5.21K -288 Closed
DF
123
DecisionPoint Financial
Arizona
– -$2.29K -127 Closed
CA
124
Clearstead Advisors
Ohio
– -$1.25K -69 Closed
TRCT
125
Tower Research Capital (TRC)
New York
– -$343 -19 Closed
2 3 4
5
6