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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

78 hedge funds and large institutions have $295M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
24
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.45M
2
U
2
UBS
Switzerland
$19.8M
3
HI
3
Horizon Investments
North Carolina
$4.58M
4
TCM
4
Tuttle Capital Management
Connecticut
$1.99M
5
SB
5
Suntrust Banks
Georgia
$1.96M

Top Sellers

1
Invesco
1
Invesco
Georgia
$111M
2
Bank of America
2
Bank of America
North Carolina
$10.3M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
HIM
4
Hanlon Investment Management
New Jersey
$0
5
DS
5
DRW Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$111M 5,695,929 -1,594,715 -22%
U
2
UBS
Switzerland
$19.8M 1,018,491 +359,368 +55%
ECM
3
Evergreen Capital Management
Washington
$14.7M 756,829 -5,815 -0.8%
AFS
4
Aft Forsyth & Sober
Florida
$11.8M 606,300 +96,650 +19%
Morgan Stanley
5
Morgan Stanley
New York
$11.1M 570,641 +14,356 +3%
Bank of America
6
Bank of America
North Carolina
$10.3M 529,172 -367,236 -41%
Wells Fargo
7
Wells Fargo
California
$10.2M 523,635 -325,188 -38%
CC
8
Curian Capital
Colorado
$9.7M 499,373 -12,569 -2%
TCM
9
Twele Capital Management
Minnesota
$8.85M 455,601 -1,590 -0.3%
Goldman Sachs
10
Goldman Sachs
New York
$8.45M 434,857 +434,857 New
BTS
11
BB&T Securities
Virginia
$8.2M 42,224 +3,469 +9%
Allianz Asset Management
12
Allianz Asset Management
Germany
$7.45M 383,777 +57,077 +17%
AI
13
Atria Investments
North Carolina
$5.09M 261,912 -1,674 -0.6%
OIA
14
Optimum Investment Advisors
Illinois
$4.78M 246,277 +4,200 +2%
HI
15
Horizon Investments
North Carolina
$4.58M 235,681 +235,681 New
BCM
16
Bluefin Capital Management
New York
$4.4M 226,822 +76,045 +50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.44M 176,892 -55,043 -24%
MWP
18
Moller Wealth Partners
$3.43M 176,733 -5,881 -3%
LPL Financial
19
LPL Financial
California
$3.34M 172,021 +683 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.74M 140,995 -1,497 -1%
AIG
21
American International Group
New York
$2.26M 116,485 +941 +0.8%
NPC
22
National Planning Corporation
California
$2.18M 112,206 +2,322 +2%
WF
23
WealthTrust Fairport
Ohio
$2.11M 108,778 +20,076 +23%
HB
24
Homrich & Berg
Georgia
$2.09M 107,435 -1,431 -1%
TCM
25
Tuttle Capital Management
Connecticut
$1.99M 102,715 +102,715 New
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