PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

128 hedge funds and large institutions have $544M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
53
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$131M 7,089,272 +3,478,108 +96%
Wells Fargo
2
Wells Fargo
California
$107M 5,746,579 -123,487 -2%
CAI
3
Capital Advisors Inc
Oklahoma
$50.5M 2,724,008 +59,842 +2%
Lazard Asset Management
4
Lazard Asset Management
New York
Bank of America
5
Bank of America
North Carolina
$20.4M 1,100,031 +71,883 +7%
Truist Financial
6
Truist Financial
North Carolina
$17.5M 945,039 -57,539 -6%
KWM
7
Kingsview Wealth Management
Oregon
$15.9M 857,662 +233,393 +37%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.8M 852,250 +86,781 +11%
MWP
9
Moller Wealth Partners
$12.4M 669,033 +4,282 +0.6%
AWMG
10
Alliance Wealth Management Group
New Jersey
$11.6M 628,207 +40,336 +7%
TCM
11
Towercrest Capital Management
Pennsylvania
$11.6M 628,207 +40,336 +7%
EFSCE
12
Enterprise Financial Services Corp (EFSC)
Missouri
$10.2M 552,389 +106,631 +24%
ECM
13
Evergreen Capital Management
Washington
$8.56M 461,632 +3,626 +0.8%
RWP
14
RWA Wealth Partners
Massachusetts
$8.22M 443,162 +443,162 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.23M 389,747 -20,732 -5%
DWM
16
Darwin Wealth Management
Florida
$6.37M 343,711 +252,128 +275%
UBS Group
17
UBS Group
Switzerland
$6.17M 332,972 -4,127 -1%
Morgan Stanley
18
Morgan Stanley
New York
$5.21M 280,989 -371,667 -57%
CCM
19
Colorado Capital Management
Colorado
$4.7M 252,983 +532 +0.2%
ML
20
McAdam LLC
Pennsylvania
$4.37M 235,736 +22,931 +11%
LPL Financial
21
LPL Financial
California
$3.8M 204,858 +24,012 +13%
OFG
22
Omega Financial Group
California
$2.94M 158,352 +4,504 +3%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.68M 144,469 -15,413 -10%
FTUS
24
Flow Traders U.S.
New York
$2.51M 135,500 -369,255 -73%
PS
25
Portfolio Solutions
Michigan
$2.51M 135,259 -2,390 -2%