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Invesco Fundamental High Yield Corporate Bond ETF

115 hedge funds and large institutions have $256M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
39
Closed
10
Calls
$1.33M
Puts
$2.42M
Net Calls
-$1.09M
Net Calls Change
-$1.09M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$37.7M 2,084,991 +118,308 +6%
Bank of America
2
Bank of America
North Carolina
$30.5M 1,686,149 +56,814 +3%
Wells Fargo
3
Wells Fargo
California
$24.3M 1,341,646 +59,924 +5%
Invesco
4
Invesco
Georgia
$14.3M 793,601 -664,517 -46%
LPL Financial
5
LPL Financial
California
$14.2M 786,369 +35,212 +5%
ACM
6
Anfield Capital Management
California
$9.95M 550,518 -10,136 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.87M 435,016 +53,846 +14%
Morgan Stanley
8
Morgan Stanley
New York
$6.87M 380,029 -6,798 -2%
MW
9
MBL Wealth
North Carolina
$6.38M 352,691 +9,185 +3%
FIA
10
Foundations Investment Advisors
Arizona
$6.11M 338,167 -399 -0.1%
RWP
11
Revolve Wealth Partners
New Jersey
$5.68M 314,063 +15,804 +5%
Truist Financial
12
Truist Financial
North Carolina
$5.21M 288,146 +84,927 +42%
AWMG
13
Alliance Wealth Management Group
New Jersey
$4.28M 236,471 +4,528 +2%
TCM
14
Towercrest Capital Management
Pennsylvania
$4.28M 236,471 +4,528 +2%
ECM
15
Evergreen Capital Management
Washington
$4.02M 222,501 -444,746 -67%
AP
16
Advisors Preferred
Maryland
$3.89M 214,810 -48,462 -18%
Ameriprise
17
Ameriprise
Minnesota
$3.88M 214,640 -12,565 -6%
DWM
18
Darwin Wealth Management
Florida
$3.87M 213,858 +57,385 +37%
ICM
19
Islay Capital Management
Texas
$3.82M 211,545 +6,907 +3%
Vontobel Holding
20
Vontobel Holding
Switzerland
$3.82M 211,321 +5,940 +3%
CCM
21
Colorado Capital Management
Colorado
$3.7M 204,696 +9,401 +5%
FIBT
22
First International Bank & Trust
North Dakota
$3.49M 193,209 +5,855 +3%
GRP
23
Global Retirement Partners
California
$2.72M 150,301 -6,843 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.71M 150,090 +33,674 +29%
GWM
25
Geneos Wealth Management
Colorado
$2.19M 121,204 +11,374 +10%