PHB icon

Invesco Fundamental High Yield Corporate Bond ETF

116 hedge funds and large institutions have $197M invested in Invesco Fundamental High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
27
Reduced
49
Closed
13
Calls
$1.03M
Puts
$2.09M
Net Calls
-$1.06M
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$25.2M +$927K +51,302 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$24.7M -$13M -718,580 -34%
LPL Financial
3
LPL Financial
California
$15.3M +$1.06M +58,750 +7%
Invesco
4
Invesco
Georgia
$14.2M -$108K -5,991 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$7.03M +$164K +9,062 +2%
AP
6
Advisors Preferred
Maryland
$6.38M +$2.49M +137,428 +64%
MW
7
MBL Wealth
North Carolina
$6.35M -$19.7K -1,093 -0.3%
Bank of America
8
Bank of America
North Carolina
$5.92M -$24.5M -1,358,307 -81%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.88M -$1.97M -109,331 -25%
RWP
10
Revolve Wealth Partners
New Jersey
$5.66M -$8.96K -496 -0.2%
Truist Financial
11
Truist Financial
North Carolina
$5.12M -$79.6K -4,410 -2%
Ameriprise
12
Ameriprise
Minnesota
$4.8M +$930K +51,659 +24%
AWMG
13
Alliance Wealth Management Group
New Jersey
$4.19M -$83.4K -4,616 -2%
TCM
14
Towercrest Capital Management
Pennsylvania
$4.19M -$83.4K -4,616 -2%
ECM
15
Evergreen Capital Management
Washington
$3.99M -$30.9K -1,710 -0.8%
DWM
16
Darwin Wealth Management
Florida
$3.87M
Vontobel Holding
17
Vontobel Holding
Switzerland
$3.77M -$44.3K -2,454 -1%
CCM
18
Colorado Capital Management
Colorado
$3.65M -$42.5K -2,352 -1%
ICM
19
Islay Capital Management
Texas
$3.37M -$453K -25,091 -12%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.07M +$361K +19,968 +13%
Jane Street
21
Jane Street
New York
$2.34M +$467K +25,869 +25%
OFG
22
Omega Financial Group
California
$2.06M -$96.6K -5,351 -4%
BEI
23
Benjamin Edwards Inc
Missouri
$1.99M +$45.3K +2,506 +2%
Goldman Sachs
24
Goldman Sachs
New York
$1.72M +$1.72M +95,261 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.49M +$48.7K +2,695 +3%