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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.18
-0.03 (-0.16%)
(As of 11/1/2024 ET)
Compare

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)
$72.57M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$27.25M
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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
10/31/2024 Prudent Investors Network Inc.27,003$501K0.2%-12.4%0.076%
10/22/2024 DHJJ Financial Advisors Ltd.3,312$61K0.0%-28.7%0.009%
10/22/2024 McAdam LLC65,085$1.21M0.1%-8.8%0.182%
10/22/2024 Private 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%
10/18/2024Revolve Wealth Partners LLC298,259$5.53M0.8%+10.2%0.835%
10/16/2024 Global Retirement Partners LLC157,144$2.91M0.1%+8.6%0.440%
10/16/2024 Vontobel 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%
10/8/2024 CWM 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%
8/5/2024 Private 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%
7/19/2024Revolve 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%
7/11/2024Strategic 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%
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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%
5/9/2024Kingsview Wealth Management LLC23,869$433K0.0%-21.1%0.067%
5/8/2024 Advisors Preferred LLC193,976$3.50M0.6%-13.2%0.543%
5/4/2024Geneos 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%
4/23/2024 Global 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%
4/15/2024Revolve 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%
4/3/2024Strategic Advocates LLC87,506$1.59M0.6%+21.7%0.277%
3/1/2024Transcendent Capital Group LLC1,702$31K0.0%N/A0.005%
2/14/2024Vantage Financial Partners Ltd. Inc.208,743$3.79M1.2%N/A0.661%
2/13/2024Peapack Gladstone Financial Corp18,100$328K0.0%-5.4%0.057%
2/12/2024Scotia Capital Inc.10,468$190K0.0%-6.9%0.033%
2/9/2024ProVise Management Group LLC14,378$261K0.0%+11.8%0.046%
2/9/2024D.A. Davidson & CO.77,123$1.40M0.0%-14.0%0.244%
2/9/2024Wells Fargo & Company MN1,299,234$23.56M0.0%+3.0%4.112%
2/8/2024Towercrest Capital Management225,077$4.08M0.7%-71.2%0.712%
2/8/2024Kingsview Wealth Management LLC30,265$549K0.0%-17.9%0.096%
2/8/2024 Foundations Investment Advisors LLC305,090$5.55M0.1%N/A0.965%
2/7/2024Strategic Advocates LLC71,932$1.30M0.6%-26.4%0.228%
2/7/2024Valley Wealth Managers Inc.40,688$738K0.1%+15.2%0.129%
2/6/2024Benjamin F. Edwards & Company Inc.225,074$4.08M0.1%+244,545.7%0.712%
2/6/2024Benjamin Edwards Inc.35,784$649K0.1%-2.1%0.113%
2/5/2024Islay Capital Management LLC121,528$2.20M1.7%-20.8%0.385%
2/5/2024 McAdam LLC75,048$1.36M0.1%-4.8%0.237%
2/2/2024Truist Financial Corp205,748$3.73M0.0%-5.5%0.651%
2/2/2024Anfield Capital Management LLC257,839$4.68M2.5%+198.8%0.816%
1/30/2024 Vontobel Holding Ltd.210,927$3.82M0.0%-9.1%0.667%
1/29/2024 Consolidated Portfolio Review Corp11,430$207K0.0%-18.2%0.036%
1/26/2024Geneos Wealth Management Inc.104,236$1.89M0.1%+4,392.9%0.330%
1/24/2024 Advisors Preferred LLC223,562$4.04M0.7%N/A0.707%
1/23/2024WealthShield Partners LLC53,248$965K0.2%-6.9%0.169%
1/23/2024 Capital Planning LLC49,527$898K0.3%-77.3%0.157%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
1/19/2024Alliance Wealth Management Group225,077$4.08M1.2%N/A0.712%
1/19/2024 Colorado Capital Management Inc.178,903$3.24M2.1%-3.9%0.566%
1/19/2024 Great Waters Wealth Management53,059$956K0.2%-14.5%0.168%
1/18/2024MBL Wealth LLC314,370$5.70M0.7%+4.6%0.995%
1/18/2024 Global Retirement Partners LLC135,445$2.46M0.1%+12.5%0.429%
1/18/2024 First National Corp MA ADV17,469$317K0.1%-13.3%0.055%
1/17/2024 ZRC Wealth Management LLC4,000$68K0.0%N/A0.013%
1/16/2024Raymond James & Associates10,826$196K0.0%N/A0.034%
1/16/2024 Prairiewood Capital LLC41,528$753K0.4%+14.6%0.131%
1/12/2024Revolve Wealth Partners LLC237,924$4.31M0.8%+8.5%0.753%
(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, 114 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), Adviser Investments LLC ($9.91M), Anfield Capital Management LLC ($9.59M), and LPL Financial LLC ($9.46M).Learn more on PHB's institutional investors.

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

Of the 85 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 ($706.62K), Adviser Investments LLC ($563.23K), Envestnet Asset Management Inc. ($457.33K), Jane Street Group LLC ($417.93K), Kingsview Wealth Management LLC ($401.72K), and MBL Wealth LLC ($357.07K).

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

Institutional investors have bought a total of 9,845,885 shares in the last 24 months. This purchase volume represents approximately $172.40M in transactions.

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

Of the 67 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), Lazard Asset Management LLC ($1.33M), Prudent Investors Network Inc. ($1.13M), Towercrest Capital Management ($625.72K), Cambridge Investment Research Advisors Inc. ($594.29K), Envestnet Asset Management Inc. ($333.69K), and Anfield Capital Management LLC ($325.58K).

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

Institutional investors have sold a total of 8,012,914 shares in the last 24 months. This volume of shares sold represents approximately $138.57M in transactions.


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This page (NYSEARCA:PHB) was last updated on 11/2/2024 by MarketBeat.com Staff
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