PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

118 hedge funds and large institutions have $254M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
118
Holders Change
-13
Holders Change %
-9.92%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$35M 1,999,450 -360,156 -15%
PI
2
PFS Investments
Georgia
$27M 1,543,592 +16,460 +1%
Wells Fargo
3
Wells Fargo
California
$22.3M 1,276,429 -24,440 -2%
AWMG
4
Alliance Wealth Management Group
New Jersey
$13.5M 769,796 +6,983 +0.9%
TCM
5
Towercrest Capital Management
Pennsylvania
$13.5M 769,796 +6,983 +0.9%
ECM
6
Evergreen Capital Management
Washington
$11.9M 683,581 -253,503 -27%
LPL Financial
7
LPL Financial
California
$9.36M 535,459 +3,487 +0.7%
Lazard Asset Management
8
Lazard Asset Management
New York
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.87M 507,492 +38,801 +8%
Morgan Stanley
10
Morgan Stanley
New York
$7.78M 445,201 +151,489 +52%
Jane Street
11
Jane Street
New York
$7.54M 431,633 +150,253 +53%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$6.19M 354,378
Bank of America
13
Bank of America
North Carolina
$5.68M 325,121 -3,778 -1%
MW
14
MBL Wealth
North Carolina
$5.36M 306,491 +306,491 New
ACM
15
Anfield Capital Management
California
$4.37M 250,205 +15,172 +6%
Vontobel Holding
16
Vontobel Holding
Switzerland
$4.19M 239,514 -6,323 -3%
Truist Financial
17
Truist Financial
North Carolina
$4.16M 238,202 -34,696 -13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.81M 217,815 -70,892 -25%
RWP
19
Revolve Wealth Partners
New Jersey
$3.42M 195,726 +18,935 +11%
CCM
20
Colorado Capital Management
Colorado
$3.2M 182,803 +5,765 +3%
Ameriprise
21
Ameriprise
Minnesota
$2.89M 165,875 -2,008 -1%
OFG
22
Omega Financial Group
California
$2.88M 164,729 -410 -0.2%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.48M 142,038 +3,984 +3%
Lido Advisors
24
Lido Advisors
California
$2.25M 128,508 -9,906 -7%
GRP
25
Global Retirement Partners
California
$2.1M 119,877 -36,112 -23%