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Invesco Fundamental High Yield Corporate Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $219M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
33
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$29.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M
3
CP
3
Capital Planning
Washington
$3.73M
4
SA
4
Strategic Advocates
Utah
$1.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.73M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$37.4K
3
ACM
3
Anfield Capital Management
California
$1.47M
4
Jane Street
4
Jane Street
New York
$5.68M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$696K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$33.4M 1,956,308 -43,142 -2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$29.7M 1,740,678 +1,522,863 +699%
Wells Fargo
3
Wells Fargo
California
$21.5M 1,261,020 -15,409 -1%
TCM
4
Towercrest Capital Management
Pennsylvania
$13.3M 781,132 +11,336 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.1M 652,494 +145,002 +29%
LPL Financial
6
LPL Financial
California
$9.46M 554,066 +18,607 +3%
Lazard Asset Management
7
Lazard Asset Management
New York
– – – –
Morgan Stanley
8
Morgan Stanley
New York
$8.73M 510,832 +65,631 +15%
Jane Street
9
Jane Street
New York
$5.68M 332,827 -98,806 -23%
Bank of America
10
Bank of America
North Carolina
$5.16M 302,235 -22,886 -7%
MW
11
MBL Wealth
North Carolina
$5.13M 300,575 -5,916 -2%
Vontobel Holding
12
Vontobel Holding
Switzerland
$3.96M 231,957 -7,557 -3%
RWP
13
Revolve Wealth Partners
New Jersey
$3.75M 219,293 +23,567 +12%
CP
14
Capital Planning
Washington
$3.73M 218,517 +144,703 +196%
Truist Financial
15
Truist Financial
North Carolina
$3.72M 217,609 -20,593 -9%
Ameriprise
16
Ameriprise
Minnesota
$3.65M 213,817 +47,942 +29%
CCM
17
Colorado Capital Management
Colorado
$3.18M 186,251 +3,448 +2%
OFG
18
Omega Financial Group
California
$2.75M 160,915 -3,814 -2%
ICM
19
Islay Capital Management
Texas
$2.62M 153,536 +40,366 +36%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.24M 131,016 -11,022 -8%
GRP
21
Global Retirement Partners
California
$2.04M 120,441 +564 +0.5%
Lido Advisors
22
Lido Advisors
California
$2.02M 118,371 -10,137 -8%
SA
23
Strategic Advocates
Utah
$1.67M 97,740 +97,740 New
DADC
24
D.A. Davidson & Co
Montana
$1.53M 89,647 -10,583 -11%
ACM
25
Anfield Capital Management
California
$1.47M 86,298 -163,907 -66%
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