PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

131 hedge funds and large institutions have $266M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
39
Reduced
46
Closed
24
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$455 +$455 +26 New
SWA
127
Sutton Wealth Advisors
Florida
$245
PA
128
PSI Advisors
Florida
$158
FGAM
129
Financial Gravity Asset Management
Texas
$89 +$5 +1 +6%
GWSA
130
Global Wealth Strategies & Associates
Colorado
$8
RWP
131
RWA Wealth Partners
Massachusetts
-$9.91M -563,233 Closed
HCA
132
Heck Capital Advisors
Wisconsin
-$5.65M -330,076 Closed
JE
133
JMAC Enterprises
Pennsylvania
-$1.04M -60,784 Closed
WFAG
134
Wescott Financial Advisory Group
Pennsylvania
-$330K -19,289 Closed
MWP
135
Moller Wealth Partners
-$291K -16,990 Closed
MOS
136
MGO One Seven
Ohio
-$184K -10,760 Closed
PIMG
137
Patriot Investment Management Group
Tennessee
-$75.3K -4,291 Closed
PFC
138
Phocas Financial Corp
California
-$48.4K -2,828 Closed
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
-$37.2K -2,175 Closed
RBC
140
Romano Brothers & Co
Illinois
-$33.6K -1,965 Closed
EE
141
EWG Elevate
California
-$24.1K -1,406 Closed
WCG
142
Wall Capital Group
Arizona
-$15.2K -861 Closed
ZIG
143
Zullo Investment Group
Pennsylvania
-$12.2K -715 Closed
CS
144
Comerica Securities
Michigan
-$6.83K -399 Closed
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
-$5.67K -331 Closed
AF
146
Allworth Financial
California
-$4.71K -275 Closed
Citigroup
147
Citigroup
New York
-$4.08K -238 Closed
IBOK
148
Independence Bank of Kentucky
Kentucky
-$4K -220 Closed
AF
149
Affiance Financial
Minnesota
-$1.99K -116 Closed
MCC
150
Money Concepts Capital
Florida
-$1.37K -80 Closed