PHB icon

Invesco Fundamental High Yield Corporate Bond ETF
PHB

Overview Fund Activity

141 hedge funds and large institutions have $783M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
17
Increased
69
Reduced
36
Closed
20
Calls
–
Puts
$191K
Net Calls
-$191K
Net Calls Change
-$191K

Top Buyers

1
Invesco
1
Invesco
Georgia
$118M
2
Wells Fargo
2
Wells Fargo
California
$328M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$20.2M
4
EC
4
Estate Counselors
Wisconsin
$14.8M
5
PCM
5
Peak Capital Management
Colorado
$12.8M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$11.9M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
WI
3
WBI Investments
New Jersey
$0
4
FWM
4
Frontier Wealth Management
Missouri
$2.76M
5
DI
5
Diligent Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$328M 17,176,581 +695,605 +4%
Invesco
2
Invesco
Georgia
$118M 6,188,166 +855,672 +16%
Bank of America
3
Bank of America
North Carolina
$39.2M 2,054,036 +70,621 +4%
AWMG
4
Alliance Wealth Management Group
New Jersey
$20.2M 1,058,521 +606,255 +134%
VM
5
Value Monitoring
California
$15.8M 829,000 -18,000 -2%
EC
6
Estate Counselors
Wisconsin
$14.8M 775,140 +215,260 +38%
UBS Group
7
UBS Group
Switzerland
$14.7M 769,849 -34,988 -4%
LPT
8
Legacy Private Trust
Wisconsin
$13.4M 703,256 +83,944 +14%
PCM
9
Peak Capital Management
Colorado
$12.8M 670,734 +208,469 +45%
CCP
10
Cardan Capital Partners
Colorado
$11.9M 625,817 +62,581 +11%
USAA
11
United Services Automobile Association
Texas
$11.9M 621,087 -1,281,113 -67%
FI
12
FormulaFolio Investments
Michigan
$9.92M 520,009 +54,283 +12%
Financial Engines Advisors
13
Financial Engines Advisors
California
$9.2M 482,150 -22,820 -5%
UBS AM
14
UBS AM
Illinois
$8.95M 469,292 -94,404 -17%
Morgan Stanley
15
Morgan Stanley
New York
$8.5M 445,618 -42,791 -9%
RWP
16
RWA Wealth Partners
Massachusetts
$7M 366,666 +11,784 +3%
GI
17
Gradient Investments
Minnesota
$6.57M 344,397 +21,699 +7%
Allianz Asset Management
18
Allianz Asset Management
Germany
$5.04M 264,239 +4,523 +2%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$4.89M 256,016 +54,243 +27%
TCM
20
Twele Capital Management
Minnesota
$4.59M 240,658 – –
FA
21
FDx Advisors
Illinois
$4.54M 237,894 +116,090 +95%
OIA
22
Optimum Investment Advisors
Illinois
$4.46M 233,850 -433 -0.2%
BCI
23
Brinker Capital Investments
Pennsylvania
$4.38M 229,543 -125,591 -35%
CCM
24
Colorado Capital Management
Colorado
$4.13M 216,699 +811 +0.4%
FIM
25
Freedom Investment Management
Connecticut
$3.98M 208,822 +2,594 +1%
1
2 3 4 5