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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.04 -0.04 (-0.22%)
As of 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)
49
Total
Institutional Inflows
(last 12 months)
$57.36M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$34.49M
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PHB Institutional Buying and Selling by Quarter

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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
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%
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%
2/12/2025 Alliance Wealth Management Group236,471$4.28M1.1%+2.0%0.662%
2/12/2025 OLD Mission Capital LLC13,311$241K0.0%-6.2%0.037%
2/12/2025 JPMorgan Chase & Co.28,618$517K0.0%+2.1%0.080%
2/11/2025 Towercrest Capital Management236,471$4.28M0.7%+2.0%0.662%
2/11/2025 LPL Financial LLC786,369$14.22M0.0%+4.7%2.203%
2/11/2025 TD Private Client Wealth LLC30,635$554K0.0%+604.1%0.086%
2/10/2025 Commonwealth Equity Services LLC31,128$563K0.0%+10.7%0.087%
2/7/2025 HighTower Advisors LLC40,713$736K0.0%-3.6%0.114%
2/7/2025 Rialto Wealth Management LLC3,305$60K0.0%N/A0.009%
2/6/2025 Raymond James Financial Inc.49,997$904K0.0%N/A0.140%
2/6/2025 Jones Financial Companies Lllp10,001$181K0.0%+579.0%0.028%
2/5/2025 Anfield Capital Management LLC550,518$9.95M3.6%-1.8%1.542%
2/4/2025 Bank of New York Mellon Corp2,084,991$37.70M0.0%+6.0%5.840%
2/4/2025 WealthShield Partners LLC53,842$973K0.1%-1.4%0.151%
2/4/2025 Wealthspire Advisors LLC35,498$642K0.0%N/A0.099%
1/31/2025 Global Retirement Partners LLC150,301$2.72M0.1%-4.4%0.421%
1/31/2025 Valley Wealth Managers Inc.46,978$849K0.1%+10.9%0.132%
1/31/2025 Truist Financial Corp288,146$5.21M0.0%+41.8%0.807%
1/30/2025 Csenge Advisory Group29,473$533K0.0%+37.6%0.083%
1/30/2025 Vontobel 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%
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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%1.726%
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$292K0.2%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%
12/26/2024 JPMorgan Chase & Co.28,025$520K0.0%+29.2%0.079%
11/26/2024 Peapack Gladstone Financial Corp14,350$266K0.0%-9.5%0.040%
11/15/2024 MML Investors Services LLC119,619$2.22M0.0%-7.6%0.335%
11/15/2024 Jane Street Group LLC43,969$815K0.0%-79.0%0.123%
11/15/2024 Stifel Financial Corp67,720$1.26M0.0%+4.9%0.190%
11/15/2024 HighTower Advisors LLC42,217$784K0.0%-12.2%0.118%
11/15/2024 Benjamin Edwards Inc.103,717$1.92M0.0%+500.0%0.291%
11/13/2024 Freedom Investment Management Inc.25,705$477K0.0%-6.5%0.072%
11/13/2024 Alliance Wealth Management Group231,943$4.30M1.1%-1.5%0.650%
11/12/2024 Towercrest Capital Management231,943$4.30M0.7%-1.5%0.650%
11/12/2024 Kingsview Wealth Management LLC21,298$395K0.0%-9.9%0.060%
11/12/2024 Nwam LLC42,756$793K0.0%N/A0.120%
11/8/2024Darwin Wealth Management LLC156,473$2.90M0.8%+55.5%0.438%
11/7/2024 Islay Capital Management LLC204,638$3.79M2.5%+3.6%0.573%
11/6/2024 Valley Wealth Managers Inc.42,349$785K0.1%+13.4%0.119%
11/5/2024 Prime 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%
10/22/2024 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%
10/18/2024 Revolve 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%
8/22/2024 Cetera Investment Advisers75,820$1.36M0.0%+79.1%0.212%
8/21/2024 Truist Financial Corp172,165$3.09M0.0%-9.8%0.482%
8/14/2024 Evergreen 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%
8/8/2024 Envestnet Asset Management Inc.420,322$7.55M0.0%-2.7%1.177%
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8/8/2024Darwin Wealth Management LLC100,629$1.81M0.9%N/A0.282%
8/6/2024 Towercrest 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%
7/31/2024 Anfield Capital Management LLC533,652$9.59M4.7%+40.8%1.495%
7/31/2024 Commonwealth Equity Services LLC30,936$556K0.0%-11.7%0.087%
7/26/2024 Bank 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%
(Data available from 1/1/2016 forward)

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PHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHB shares?

During the previous two years, 109 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 ($37.70M), Bank of America Corp DE ($30.49M), Wells Fargo & Company MN ($24.26M), Invesco Ltd. ($14.35M), LPL Financial LLC ($14.22M), Anfield Capital Management LLC ($9.95M), and Envestnet Asset Management Inc. ($7.87M).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 ($1.76M), Evergreen Capital Management LLC ($662.58K), Jane Street Group LLC ($477.90K), MBL Wealth LLC ($357.07K), Anfield Capital Management LLC ($326.06K), Foundations Investment Advisors LLC ($325.43K), and Alliance Wealth Management Group ($265.60K).

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

Institutional investors have bought a total of 8,277,299 shares in the last 24 months. This purchase volume represents approximately $146.88M in transactions.

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

Of the 61 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), Invesco Ltd. ($707.66K), Towercrest Capital Management ($559.51K), Evergreen Capital Management LLC ($444.75K), Envestnet Asset Management Inc. ($309.23K), and Anfield Capital Management LLC ($267.09K).

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

Institutional investors have sold a total of 6,936,788 shares in the last 24 months. This volume of shares sold represents approximately $122.88M in transactions.


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This page (NYSEARCA:PHB) was last updated on 3/27/2025 by MarketBeat.com Staff
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