PHB icon

Invesco Fundamental High Yield Corporate Bond ETF
PHB

Overview Fund Activity

123 hedge funds and large institutions have $352M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
39
Closed
15
Calls
–
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$11.9M
2
ACM
2
Anfield Capital Management
California
$9.59M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$33.4M
4
PAG
4
Private Advisor Group
New Jersey
$2.08M
5
DWM
5
Darwin Wealth Management
Florida
$1.81M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$0
2
Invesco
2
Invesco
Georgia
$110M
3
Jane Street
3
Jane Street
New York
$3.76M
4
OMC
4
Old Mission Capital
Illinois
$513K
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$110M 6,103,523 -313,065 -5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$33.4M 1,858,436 +118,716 +7%
Bank of America
3
Bank of America
North Carolina
$29.3M 1,628,174 +19,791 +1%
Wells Fargo
4
Wells Fargo
California
$22.5M 1,254,233 -55,829 -4%
LPL Financial
5
LPL Financial
California
$14.3M 795,943 +66,872 +9%
ECM
6
Evergreen Capital Management
Washington
$11.9M 662,584 +662,584 New
Morgan Stanley
7
Morgan Stanley
New York
$10.2M 570,031 +56,958 +11%
ACM
8
Anfield Capital Management
California
$9.59M 533,652 +154,522 +41%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.55M 420,322 -11,579 -3%
MW
10
MBL Wealth
North Carolina
$6.24M 347,188 +36,783 +12%
FIA
11
Foundations Investment Advisors
Arizona
$5.87M 326,408 +8,181 +3%
VFPI
12
Vantage Financial Partners (Illinois)
Illinois
$5.32M 296,271 +16,678 +6%
RWP
13
Revolve Wealth Partners
New Jersey
$4.87M 270,751 +27,400 +11%
Ameriprise
14
Ameriprise
Minnesota
$4.31M 240,039 -4,760 -2%
AWMG
15
Alliance Wealth Management Group
New Jersey
$4.23M 235,393 +5,249 +2%
TCM
16
Towercrest Capital Management
Pennsylvania
$4.23M 235,393 +5,249 +2%
Vontobel Holding
17
Vontobel Holding
Switzerland
$3.87M 215,528 +7,159 +3%
Jane Street
18
Jane Street
New York
$3.76M 209,158 -208,772 -50%
ICM
19
Islay Capital Management
Texas
$3.55M 197,538 +64,770 +49%
CCM
20
Colorado Capital Management
Colorado
$3.39M 188,451 +14,448 +8%
FIBT
21
First International Bank & Trust
North Dakota
$3.32M 184,811 -5,464 -3%
AP
22
Advisors Preferred
Maryland
$3.09M 172,599 -21,377 -11%
Truist Financial
23
Truist Financial
North Carolina
$3.09M 172,165 -18,733 -10%
GRP
24
Global Retirement Partners
California
$2.6M 144,675 +1,405 +1%
OFG
25
Omega Financial Group
California
$2.39M 133,152 -12,316 -8%
1
2 3 4 5