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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

152 hedge funds and large institutions have $523M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
26
Increased
61
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$21.2M
2
Jane Street
Jane Street
New York
$7.49M
3
Invesco
Invesco
Georgia
$75.4M
4
KWM
Kingsview Wealth Management
Oregon
$9.99M
5
Wells Fargo
Wells Fargo
California
$122M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$8.24M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
UBS AM
UBS AM
Illinois
$0
5
GVAG
Great Valley Advisor Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$14K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$14K +$14K +706 +70,600%
RFA
128
Reilly Financial Advisors
California
$13K -$26.1K -1,407 -67%
NFG
129
Next Financial Group
Texas
$13K +$2.7K +135 +26%
TI
130
tru Independence
Oregon
$12K +$12K +740 New
FRA
131
Front Row Advisors
California
$9K – – –
RCA
132
Ranch Capital Advisors
Florida
$8K +$8K +440 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$6K +$6K +300 New
SWM
134
Sugarloaf Wealth Management
Georgia
$6K +$6K +307 New
IFWM
135
Institute for Wealth Management
Colorado
$5K +$5K +256 New
RIA
136
Realta Investment Advisors
Delaware
$4K – – –
GI
137
Gradient Investments
Minnesota
$4K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4K – – –
AWM
139
Avior Wealth Management
Nebraska
$4K +$33 +2 +0.8%
ASN
140
Advisory Services Network
Georgia
$4K +$4K +215 New
SWA
141
Sutton Wealth Advisors
Florida
$3.09K – – –
PCIA
142
Prime Capital Investment Advisors
Kansas
$3K -$244K -13,321 -99%
CFD
143
Creative Financial Designs
Indiana
$3K -$1.08K -52 -26%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$2K -$1.87K -98 -48%
GWS
145
Glassman Wealth Services
Virginia
$2K – – –
VFA
146
Valeo Financial Advisors
Indiana
$2K +$19 +1 +0.9%
LFG
147
Larson Financial Group
Missouri
$2K +$101 +4 +5%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +121 New
WPA
149
West Paces Advisors
Georgia
$1.64K +$1.64K +85 New
HIA
150
Harbor Investment Advisory
Maryland
$1K +$1K +26 New
3 4 5
6
7