PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

155 hedge funds and large institutions have $697M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 21 closing their positions.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
24
Increased
58
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$289M 15,615,366 -442,312 -3%
Invesco
2
Invesco
Georgia
$90M 4,858,142 +212,526 +5%
Bank of America
3
Bank of America
North Carolina
$35.6M 1,918,749 +523,512 +38%
Financial Engines Advisors
4
Financial Engines Advisors
California
$17.8M 966,040 +311,547 +48%
FI
5
FormulaFolio Investments
Michigan
$17.5M 942,352 +15,777 +2%
Lazard Asset Management
6
Lazard Asset Management
New York
UBS Group
7
UBS Group
Switzerland
$13.5M 731,028 +6,974 +1%
CCP
8
Cardan Capital Partners
Colorado
$12.2M 660,892 +41,519 +7%
EC
9
Estate Counselors
Wisconsin
$12.2M 659,110 +304,160 +86%
AWMG
10
Alliance Wealth Management Group
New Jersey
$11.9M 641,277 +85,575 +15%
TCM
11
Towercrest Capital Management
Pennsylvania
$11.9M 641,277 +85,575 +15%
UBS AM
12
UBS AM
Illinois
$9.02M 486,606 -18,678 -4%
LPT
13
Legacy Private Trust
Wisconsin
$8.78M 474,029 +135,380 +40%
RCIM
14
Red Cedar Investment Management
Michigan
$8.67M 467,849 +467,849 New
USAA
15
United Services Automobile Association
Texas
$8.06M 435,087 +435,087 New
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$6.17M 332,976 +12,155 +4%
BCI
17
Brinker Capital Investments
Pennsylvania
$5.54M 298,887 +13,261 +5%
KWM
18
Kingsview Wealth Management
Oregon
$5.16M 278,187 +27,034 +11%
TCM
19
Twele Capital Management
Minnesota
$4.45M 239,958
OIA
20
Optimum Investment Advisors
Illinois
$4.33M 233,550
ML
21
McAdam LLC
Pennsylvania
$4.24M 228,805 +6,721 +3%
AA
22
Advisory Alpha
Michigan
$4.13M 227,604 +85,288 +60%
LPL Financial
23
LPL Financial
California
$4.08M 220,397 +3,273 +2%
CCA
24
Clearwater Capital Advisors
Illinois
$4.08M 220,298 -7,613 -3%
Morgan Stanley
25
Morgan Stanley
New York
$4.03M 217,657 -3,033 -1%