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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $285M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
25
Reduced
24
Closed
6
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$25.8M
2
UBS Group
2
UBS Group
Switzerland
$17.5M
3
Bank of America
3
Bank of America
North Carolina
$16.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11M
5
EWA
5
EP Wealth Advisors
California
$2.36M

Top Sellers

1
Invesco
1
Invesco
Georgia
$108M
2
Goldman Sachs
2
Goldman Sachs
New York
$593K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.58M
4
Wells Fargo
4
Wells Fargo
California
$4.08M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$108M 5,755,204 -922,597 -14%
SB
2
Suntrust Banks
Georgia
$25.8M 1,372,270 +1,095,982 +397%
UBS Group
3
UBS Group
Switzerland
$17.5M 932,594 +932,594 New
Bank of America
4
Bank of America
North Carolina
$16.4M 870,152 +447,667 +106%
AFS
5
Aft Forsyth & Sober
Florida
$13.9M 736,800 – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11M 583,375 +269,548 +86%
CC
7
Curian Capital
Colorado
$10.6M 563,823 +82,553 +17%
TCM
8
Twele Capital Management
Minnesota
$9.2M 489,395 +1,979 +0.4%
BTS
9
BB&T Securities
Virginia
$7.88M 41,892 -2,284 -5%
Morgan Stanley
10
Morgan Stanley
New York
$5.58M 296,931 -155,527 -34%
Allianz Asset Management
11
Allianz Asset Management
Germany
$4.73M 251,400 – –
OIA
12
Optimum Investment Advisors
Illinois
$4.61M 245,005 – –
AI
13
Atria Investments
North Carolina
$4.48M 238,199 +305 +0.1%
Wells Fargo
14
Wells Fargo
California
$4.08M 216,963 -93,026 -30%
LPL Financial
15
LPL Financial
California
$3.07M 163,348 -643 -0.4%
HI
16
Horizon Investments
North Carolina
$3.07M 163,233 -5,541 -3%
MWP
17
Moller Wealth Partners
$2.84M 151,286 -5,242 -3%
EWA
18
EP Wealth Advisors
California
$2.36M 125,405 +125,405 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.24M 119,073 -645 -0.5%
HB
20
Homrich & Berg
Georgia
$2.06M 109,381 +1,946 +2%
BEAM
21
Baker Ellis Asset Management
Washington
$2M 106,436 +470 +0.4%
FIM
22
Freedom Investment Management
Connecticut
$1.85M 98,522 +1,130 +1%
DS
23
DRW Securities
Illinois
$1.47M 78,426 +78,426 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.37M 72,797 -49,614 -41%
FWM
25
Frontier Wealth Management
Missouri
$1.1M 58,606 +58,606 New
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