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Invesco Fundamental High Yield Corporate Bond ETF (PHB) Institutional Ownership

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.53 -0.02 (-0.11%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$18.53 +0.00 (+0.02%)
As of 08/29/2025 04:22 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$44.60M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$64.51M
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PHB Institutional Buying and Selling by Quarter

Invesco Fundamental High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.3,320$61K0.0%-19.4%0.017%
8/16/2025 Evergreen Capital Management LLC636,134$11.74M0.4%+188.1%3.348%
8/15/2025 Asset Allocation Strategies LLC126,060$2.33M0.4%N/A0.663%
8/15/2025 Benjamin Edwards Inc.116,643$2.15M0.0%+5.7%0.614%
8/15/2025 Bank of America Corp DE313,625$5.79M0.0%-4.3%1.651%
8/15/2025 Ameriprise Financial Inc.168,623$3.11M0.0%-36.7%0.887%
8/14/2025 Jane Street Group LLC171,836$3.17M0.0%+32.4%0.904%
8/14/2025 Raymond James Financial Inc.63,418$1.17M0.0%+9.0%0.334%
8/13/2025 Baird Financial Group Inc.86,109$1.59M0.0%+4.0%0.453%
8/13/2025 Lido Advisors LLC77,303$1.43M0.0%+34.9%0.407%
8/12/2025 Global Retirement Partners LLC143,643$2.65M0.1%N/A0.756%
8/12/2025 JPMorgan Chase & Co.6,983$129K0.0%-74.6%0.037%
8/11/2025 Wealthspire Advisors LLC33,174$612K0.0%-6.5%0.175%
8/8/2025 Cetera Investment Advisers194,649$3.59M0.0%+14.5%1.024%
8/8/2025 WealthShield Partners LLC57,177$1.06M0.1%+6.4%0.301%
8/8/2025 Islay Capital Management LLC165,165$3.05M2.0%-11.4%0.869%
8/8/2025 Omega Financial Group LLC109,344$2.02M0.7%-4.1%0.575%
8/5/2025 Simplex Trading LLC3,508$64K0.0%N/A0.018%
8/5/2025 Advisors Preferred LLC178,624$3.30M0.5%-49.3%0.940%
8/5/2025 Towercrest Capital Management229,772$4.24M0.8%-0.9%1.209%
8/5/2025 Code Waechter LLC11,993$221K0.2%-42.8%0.063%
8/5/2025 Bank of New York Mellon Corp1,392,518$25.71M0.0%+1.9%7.329%
8/1/2025 Envestnet Asset Management Inc.318,474$5.88M0.0%-2.2%1.676%
7/28/2025 Revolve Wealth Partners LLC305,488$5.64M0.7%-2.6%1.608%
7/24/2025 Blair William & Co. IL2,185$40K0.0%-56.2%0.012%
7/23/2025 Vontobel Holding Ltd.166,482$3.07M0.0%-20.3%0.876%
7/23/2025 Tcfg Wealth Management LLC11,892$220K0.1%N/A0.063%
7/21/2025 Ameritas Advisory Services LLC6,997$129K0.0%N/A0.037%
7/21/2025 Seros Financial LLC52,532$970K0.6%+1.7%0.276%
7/21/2025 Capital & Planning LLC12,595$233K0.2%N/A0.066%
7/18/2025 Truist Financial Corp281,782$5.20M0.0%-0.7%1.483%
7/17/2025 Wagner Wealth Management LLC40,384$745K0.2%-4.5%0.213%
7/16/2025 Prairiewood Capital LLC70,019$1.29M0.5%+14.2%0.369%
7/15/2025 McAdam LLC56,518$1.04M0.1%-3.5%0.297%
7/15/2025 TD Private Client Wealth LLC23,160$428K0.0%-24.2%0.122%
7/11/2025 Colorado Capital Management Inc.206,273$3.81M1.6%+1.9%1.086%
7/11/2025 Great Waters Wealth Management45,747$844K0.1%-1.6%0.241%
7/8/2025 First International Bank & Trust15,761$291K0.1%-26.3%0.083%
5/21/2025 MBL Wealth LLC351,598$6.35M0.6%-0.3%1.911%
5/21/2025 McAdam LLC58,592$1.06M0.1%-4.6%0.318%
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5/21/2025 Geneos Wealth Management Inc.4,120$74K0.0%-96.6%0.022%
5/19/2025 Jane Street Group LLC129,808$2.34M0.0%+24.9%0.705%
5/16/2025 Goldman Sachs Group Inc.95,261$1.72M0.0%N/A0.501%
5/16/2025 Jones Financial Companies Lllp3,802$70K0.0%-62.0%0.021%
5/15/2025 Royal Bank of Canada54,784$989K0.0%+11.4%0.298%
5/15/2025 Baird Financial Group Inc.82,771$1.50M0.0%+3.4%0.450%
5/15/2025 Evergreen Capital Management LLC220,791$3.99M0.1%-0.8%1.200%
5/14/2025 Islay Capital Management LLC186,454$3.37M2.3%-11.9%1.013%
5/14/2025 Freedom Investment Management Inc.21,800$394K0.0%-13.1%0.118%
5/14/2025 Synovus Financial Corp23,419$423K0.0%-2.4%0.127%
5/14/2025 Compound Planning Inc.14,864$268K0.0%-8.0%0.081%
5/13/2025 Anfield Capital Management LLC2,406$43K0.0%-99.6%0.013%
5/13/2025 HighTower Advisors LLC37,485$677K0.0%-7.9%0.204%
5/12/2025 Invesco Ltd.787,610$14.22M0.0%-0.8%4.280%
5/12/2025 Benjamin Edwards Inc.110,390$1.99M0.0%+2.3%0.600%
5/9/2025 Blair William & Co. IL4,985$90K0.0%+88.2%0.027%
5/8/2025 Strategic Advocates LLC10,276$186K0.1%-13.0%0.056%
5/8/2025 Alliance Wealth Management Group231,855$4.19M1.1%-2.0%1.260%
5/8/2025 Towercrest Capital Management231,855$4.19M0.8%-2.0%1.260%
5/8/2025 Banque Cantonale Vaudoise10,838$196K0.0%N/A0.059%
5/7/2025 LPL Financial LLC845,119$15.26M0.0%+7.5%4.593%
5/7/2025 Valley Wealth Managers Inc.40,259$727K0.1%-14.3%0.219%
5/7/2025 Prudent Investors Network Inc.21,002$379K0.1%-22.2%0.114%
5/6/2025 Cetera Investment Advisers170,058$3.07M0.0%+13.3%0.945%
5/6/2025 Advisors Preferred LLC352,238$6.38M0.9%+64.0%1.957%
5/5/2025 Csenge Advisory Group33,652$602K0.0%+14.2%0.187%
5/1/2025 CWM LLC3,135$57K0.0%-16.6%0.017%
5/1/2025 Omega Financial Group LLC114,007$2.06M0.8%-4.5%0.633%
4/30/2025 Code Waechter LLC20,975$379K0.3%+73.9%0.117%
4/29/2025 Envestnet Asset Management Inc.325,685$5.88M0.0%-25.1%1.809%
4/29/2025 Bank of New York Mellon Corp1,366,411$24.68M0.0%-34.5%7.591%
4/29/2025 Aurora Private Wealth Inc.14,990$271K0.1%N/A0.083%
4/28/2025 Vontobel Holding Ltd.208,867$3.77M0.0%-1.2%1.160%
4/25/2025 Prairiewood Capital LLC61,307$1.11M0.5%+8.3%0.341%
4/23/2025 Golden State Wealth Management LLC2,070$37K0.0%N/A0.012%
4/23/2025 Aurora Private Wealth Inc.14,990$271K0.0%N/A0.083%
4/23/2025 Consolidated Portfolio Review Corp13,866$250K0.0%+14.4%0.077%
4/22/2025 Cambridge Investment Research Advisors Inc.22,548$407K0.0%-15.0%0.125%
4/21/2025 Friedenthal Financial10,221$185K0.1%-9.1%0.057%
4/18/2025 Colorado Capital Management Inc.202,344$3.65M1.7%-1.1%1.124%
4/18/2025 Wagner Wealth Management LLC42,307$764K0.2%+2.3%0.235%
4/17/2025 Dynamic Advisor Solutions LLC26,538$479K0.0%+3.2%0.147%
4/16/2025 Seros Financial LLC51,666$933K0.7%-6.2%0.287%
4/14/2025 Patriot Financial Group Insurance Agency LLC15,427$279K0.0%N/A0.085%
4/9/2025 Moller Wealth Partners51,862$937K0.2%-2.5%0.285%
2/17/2025 Cetera Investment Advisers150,090$2.71M0.0%+28.9%0.420%
2/17/2025 Bank of America Corp DE1,686,149$30.49M0.0%+3.5%4.723%
2/17/2025 Benjamin Edwards Inc.107,884$1.95M0.0%+4.0%0.302%
2/17/2025 Ameriprise Financial Inc.214,640$3.88M0.0%-5.5%0.601%
2/14/2025 Jane Street Group LLC103,939$1.88M0.0%+136.4%0.291%
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2/14/2025 Lido Advisors LLC60,218$1.09M0.0%-1.7%0.169%
2/14/2025 MML Investors Services LLC112,033$2.03M0.0%-6.3%0.314%
2/14/2025 Freedom Investment Management Inc.25,075$453K0.0%-2.5%0.070%
2/13/2025 Evergreen Capital Management LLC222,501$4.02M0.1%-66.7%0.623%
2/13/2025 Scotia Capital Inc.10,283$186K0.0%-60.1%0.029%
2/13/2025 Raymond James Financial Inc.49,997$904K0.0%N/A0.140%
2/13/2025 Invesco Ltd.793,601$14.35M0.0%-45.6%2.223%
2/13/2025 Envestnet Asset Management Inc.435,016$7.87M0.0%+14.1%1.219%
2/13/2025 Islay Capital Management LLC211,545$3.83M2.7%+3.4%0.593%
2/13/2025 Wells Fargo & Company MN1,341,646$24.26M0.0%+4.7%3.758%
(Data available from 1/1/2016 forward)

PHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHB shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Invesco Fundamental High Yield Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($25.71M), Wells Fargo & Company MN ($24.26M), LPL Financial LLC ($15.26M), Invesco Ltd. ($14.22M), Evergreen Capital Management LLC ($11.74M), MBL Wealth LLC ($6.35M), and Foundations Investment Advisors LLC ($6.28M).Learn more on Invesco Fundamental High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco Fundamental High Yield Corporate Bond ETF's stock?

Of the 78 institutional investors that purchased Invesco Fundamental High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($1.79M), Evergreen Capital Management LLC ($1.08M), Jane Street Group LLC ($545.80K), Advisors Preferred LLC ($360.99K), Anfield Capital Management LLC ($326.06K), Foundations Investment Advisors LLC ($325.43K), and Alliance Wealth Management Group ($239.92K).

How much institutional buying is happening at Invesco Fundamental High Yield Corporate Bond ETF?

Institutional investors have bought a total of 2,441,765 shares in the last 24 months. This purchase volume represents approximately $44.60M in transactions.

Which of Invesco Fundamental High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 53 institutional investors that sold Invesco Fundamental High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($718.58K), Invesco Ltd. ($670.51K), Anfield Capital Management LLC ($558.25K), Evergreen Capital Management LLC ($446.46K), Advisors Preferred LLC ($222.08K), Jane Street Group LLC ($165.19K), and Geneos Wealth Management Inc. ($117.88K).

How much institutional selling is happening at Invesco Fundamental High Yield Corporate Bond ETF?

Institutional investors have sold a total of 3,555,214 shares in the last 24 months. This volume of shares sold represents approximately $64.51M in transactions.



This page (NYSEARCA:PHB) was last updated on 8/30/2025 by MarketBeat.com Staff
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