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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.24 +0.04 (+0.22%)
As of 01/30/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$61.97M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$25.21M
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PHB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Csenge Advisory Group29,473$533K0.0%+37.6%0.083%
1/30/2025Vontobel Holding Ltd.211,321$3.82M0.0%+2.9%0.592%
1/29/2025 Wagner Wealth Management LLC41,354$748K0.2%+5.6%0.116%
1/28/2025 Advisors Preferred LLC214,810$3.89M0.6%-18.4%0.602%
1/28/2025 Kingsview Wealth Management LLC13,865$251K0.0%-34.9%0.039%
1/27/2025 Mirae Asset Global Investments Co. Ltd.9,414$170K0.0%-78.7%0.026%
1/24/2025 McAdam LLC61,443$1.11M0.1%-5.6%0.172%
1/23/2025 Strategic Advocates LLC11,809$214K0.1%-76.8%0.033%
1/22/2025 Revolve Wealth Partners LLC314,063$5.68M0.6%+5.3%0.880%
1/21/2025 Geneos Wealth Management Inc.121,204$2.19M0.1%+10.4%0.340%
1/17/2025 Seros Financial LLC55,073$990K0.9%N/A0.154%
1/17/2025 Atomi Financial Group Inc.16,162$292K0.0%-20.8%0.045%
1/17/2025 Great Waters Wealth Management46,970$849K0.1%-3.0%0.132%
1/16/2025 Prairiewood Capital LLC56,620$1.02M0.4%+11.6%0.159%
1/16/2025 Colorado Capital Management Inc.204,696$3.70M1.8%+4.8%0.573%
1/15/2025 Capital Planning LLC16,125$292K0.1%N/A0.045%
1/15/2025 Omega Financial Group LLC119,358$2.16M0.8%-2.8%0.334%
1/10/2025 First International Bank & Trust193,209$3.49M1.1%+3.1%0.541%
1/7/2025 Moller Wealth Partners53,172$961K0.3%+37.2%0.149%
12/26/2024JPMorgan Chase & Co.28,025$520K0.0%+29.2%0.079%
11/26/2024Peapack Gladstone Financial Corp14,350$266K0.0%-9.5%0.040%
11/15/2024MML Investors Services LLC119,619$2.22M0.0%-7.6%0.335%
11/15/2024Jane Street Group LLC43,969$815K0.0%-79.0%0.123%
11/15/2024Stifel Financial Corp67,720$1.26M0.0%+4.9%0.190%
11/15/2024HighTower Advisors LLC42,217$784K0.0%-12.2%0.118%
11/15/2024Benjamin Edwards Inc.103,717$1.92M0.0%+500.0%0.291%
11/13/2024Freedom Investment Management Inc.25,705$477K0.0%-6.5%0.072%
11/13/2024Alliance Wealth Management Group231,943$4.30M1.1%-1.5%0.650%
11/12/2024Towercrest Capital Management231,943$4.30M0.7%-1.5%0.650%
11/12/2024 Kingsview Wealth Management LLC21,298$395K0.0%-9.9%0.060%
11/12/2024Nwam LLC42,756$793K0.0%N/A0.120%
11/8/2024Darwin Wealth Management LLC156,473$2.90M0.8%+55.5%0.438%
11/7/2024Islay Capital Management LLC204,638$3.79M2.5%+3.6%0.573%
11/6/2024Valley Wealth Managers Inc.42,349$785K0.1%+13.4%0.119%
11/5/2024Prime Capital Investment Advisors LLC46,697$866K0.0%-4.4%0.131%
10/31/2024 Prudent Investors Network Inc.27,003$501K0.2%-12.4%0.076%
10/22/2024DHJJ Financial Advisors Ltd.3,312$61K0.0%-28.7%0.009%
10/22/2024 McAdam LLC65,085$1.21M0.1%-8.8%0.182%
10/22/2024Private Advisor Group LLC122,553$2.27M0.0%+5.7%0.343%
10/21/2024 Foundations Investment Advisors LLC338,566$6.28M0.1%+3.7%0.948%
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10/18/2024 Revolve Wealth Partners LLC298,259$5.53M0.8%+10.2%0.835%
10/16/2024Global Retirement Partners LLC157,144$2.91M0.1%+8.6%0.440%
10/16/2024Vontobel Holding Ltd.205,381$3.81M0.0%-4.7%0.575%
10/11/2024 Wagner Wealth Management LLC39,169$726K0.2%+2.0%0.110%
10/10/2024 Code Waechter LLC12,064$224K0.2%N/A0.034%
10/9/2024 Colorado Capital Management Inc.195,295$3.62M1.8%+3.6%0.547%
10/9/2024 Moller Wealth Partners38,744$718K0.2%+1.9%0.109%
10/8/2024CWM LLC4,188$78K0.0%+257.9%0.012%
10/8/2024 Dynamic Advisor Solutions LLC25,782$478K0.0%+3.8%0.072%
10/8/2024 Omega Financial Group LLC122,800$2.28M0.9%-7.8%0.344%
10/5/2024 First International Bank & Trust187,354$3.47M1.1%+1.4%0.525%
10/5/2024 Great Waters Wealth Management48,447$898K0.1%-7.0%0.136%
8/22/2024Cetera Investment Advisers75,820$1.36M0.0%+79.1%0.212%
8/21/2024Truist Financial Corp172,165$3.09M0.0%-9.8%0.482%
8/14/2024Evergreen Capital Management LLC662,584$11.91M0.4%N/A1.856%
8/13/2024Benjamin F. Edwards & Company Inc.85,656$1.54M0.0%-3.2%0.240%
8/8/2024Envestnet Asset Management Inc.420,322$7.55M0.0%-2.7%1.177%
8/8/2024Darwin Wealth Management LLC100,629$1.81M0.9%N/A0.282%
8/6/2024Towercrest Capital Management235,393$4.23M0.7%+2.3%0.659%
8/5/2024Private Advisor Group LLC115,901$2.08M0.0%N/A0.325%
8/2/2024 Foundations Investment Advisors LLC326,408$5.87M0.1%+2.6%0.914%
7/31/2024Anfield Capital Management LLC533,652$9.59M4.7%+40.8%1.495%
7/31/2024Commonwealth Equity Services LLC30,936$556K0.0%-11.7%0.087%
7/26/2024Bank of New York Mellon Corp1,858,436$33.40M0.0%+6.8%5.206%
7/24/2024 McAdam LLC71,391$1.28M0.1%-2.4%0.200%
7/19/2024 Revolve Wealth Partners LLC270,751$4.87M0.8%+11.3%0.758%
7/19/2024MBL Wealth LLC347,188$6.24M0.7%+11.9%0.973%
7/18/2024 Prairiewood Capital LLC48,096$864K0.4%+5.3%0.135%
7/15/2024 Dynamic Advisor Solutions LLC24,850$447K0.0%-3.6%0.070%
7/12/2024Alliance Wealth Management Group235,393$4.23M1.2%+2.3%0.659%
7/12/2024 Omega Financial Group LLC133,152$2.39M1.0%-8.5%0.373%
7/12/2024 First National Corp MA ADV15,261$274K0.1%-12.6%0.043%
7/11/2024 Strategic Advocates LLC33,084$595K0.2%-62.2%0.093%
7/9/2024 Great Waters Wealth Management52,100$936K0.1%-1.2%0.146%
7/3/2024 First International Bank & Trust184,811$3.32M1.1%-2.9%0.518%
7/1/2024 Moller Wealth Partners38,024$683K0.2%+4.2%0.107%
5/30/2024Peninsula Wealth LLC230,144$4.17M0.5%N/A0.645%
5/16/2024Jane Street Group LLC417,930$7.58M0.0%N/A1.171%
5/16/2024 Prudent Investors Network Inc.30,825$559K0.2%N/A0.086%
5/13/2024Ameritas Investment Partners Inc.1,674$30K0.0%-37.6%0.005%
5/10/2024Towercrest Capital Management230,144$4.17M0.7%+2.3%0.645%
5/9/2024 Kingsview Wealth Management LLC23,869$433K0.0%-21.1%0.067%
5/8/2024 Advisors Preferred LLC193,976$3.50M0.6%-13.2%0.543%
5/4/2024 Geneos Wealth Management Inc.94,776$1.72M0.1%-9.1%0.265%
5/4/2024Valley Wealth Managers Inc.37,500$680K0.1%-7.8%0.105%
5/2/2024Alliance Wealth Management Group230,144$4.17M1.2%+2.3%0.645%
4/30/2024Commonwealth Equity Services LLC35,018$635K0.0%-8.1%0.098%
4/29/2024Benjamin Edwards Inc.16,941$307K0.1%-52.7%0.047%
4/29/2024Benjamin F. Edwards & Company Inc.88,505$1.61M0.0%-60.7%0.248%
4/26/2024 Prairiewood Capital LLC45,682$828K0.4%+10.0%0.121%
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4/23/2024Global Retirement Partners LLC143,270$2.60M0.1%+5.8%0.380%
4/23/2024 McAdam LLC73,138$1.33M0.1%-2.5%0.194%
4/22/2024 PFG Investments LLC11,682$212K0.0%N/A0.031%
4/22/2024MBL Wealth LLC310,405$5.63M0.6%-1.3%0.823%
4/18/2024 Omega Financial Group LLC145,468$2.64M1.1%+3.0%0.386%
4/16/2024 Colorado Capital Management Inc.174,003$3.16M1.8%-2.7%0.462%
4/16/2024Mosley Wealth Management11,277$204K0.2%N/A0.030%
4/15/2024 Revolve Wealth Partners LLC243,351$4.41M0.8%+2.3%0.645%
4/12/2024 Capital Planning LLC21,860$396K0.1%-55.9%0.058%
4/11/2024 Moller Wealth Partners36,481$661K0.2%+4.9%0.115%
(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, 107 institutional investors and hedge funds held shares of Invesco Fundamental High Yield Corporate Bond ETF. The most heavily invested institutionals were Invesco Ltd. ($33.41M), Bank of New York Mellon Corp ($33.40M), Wells Fargo & Company MN ($23.56M), Evergreen Capital Management LLC ($11.91M), Anfield Capital Management LLC ($9.59M), LPL Financial LLC ($9.46M), and Envestnet Asset Management Inc. ($7.55M).Learn more on PHB's institutional investors.

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

Of the 81 institutional investors that purchased Invesco Fundamental High Yield Corporate Bond ETF 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 ($1.64M), Evergreen Capital Management LLC ($662.58K), Envestnet Asset Management Inc. ($457.33K), Jane Street Group LLC ($417.93K), Kingsview Wealth Management LLC ($401.72K), MBL Wealth LLC ($357.07K), and Anfield Capital Management LLC ($326.06K).

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

Institutional investors have bought a total of 9,009,610 shares in the last 24 months. This purchase volume represents approximately $158.74M in transactions.

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

Of the 63 institutional investors that sold Invesco Fundamental High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($1.46M), Prudent Investors Network Inc. ($1.13M), Cambridge Investment Research Advisors Inc. ($594.29K), Towercrest Capital Management ($591.17K), Anfield Capital Management LLC ($325.58K), Envestnet Asset Management Inc. ($309.23K), and Capital Planning LLC ($229.29K).

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

Institutional investors have sold a total of 6,547,634 shares in the last 24 months. This volume of shares sold represents approximately $115.10M in transactions.


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This page (NYSEARCA:PHB) was last updated on 1/31/2025 by MarketBeat.com Staff
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