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

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$17.98
+0.07 (+0.39%)
(As of 05/31/2024 ET)
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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)
46
Total
Institutional Inflows
(last 12 months)
$87.78M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$40.96M
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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
5/30/2024 Peninsula Wealth LLC230,144$4.17M0.5%N/A0.645%
5/16/2024 Jane Street Group LLC417,930$7.58M0.0%N/A1.171%
5/16/2024 Prudent Investors Network Inc.30,825$559K0.2%N/A0.086%
5/13/2024 Ameritas Investment Partners Inc.1,674$30K0.0%-37.6%0.005%
5/10/2024 Towercrest 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%
5/4/2024 Valley Wealth Managers Inc.37,500$680K0.1%-7.8%0.105%
5/2/2024 Alliance Wealth Management Group230,144$4.17M1.2%+2.3%0.645%
4/30/2024Commonwealth Equity Services LLC35,018$635K0.0%-8.1%0.098%
4/29/2024 Benjamin Edwards Inc.16,941$307K0.1%-52.7%0.047%
4/29/2024 Benjamin 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%
4/22/2024 MBL 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%
4/16/2024 Mosley 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%
4/3/2024 Strategic Advocates LLC87,506$1.59M0.6%+21.7%0.277%
3/1/2024 Transcendent Capital Group LLC1,702$31K0.0%N/A0.005%
2/14/2024 Vantage Financial Partners Ltd. Inc.208,743$3.79M1.2%N/A0.661%
2/13/2024 Peapack Gladstone Financial Corp18,100$328K0.0%-5.4%0.057%
2/12/2024 Scotia Capital Inc.10,468$190K0.0%-6.9%0.033%
2/9/2024 ProVise Management Group LLC14,378$261K0.0%+11.8%0.046%
2/9/2024 D.A. Davidson & CO.77,123$1.40M0.0%-14.0%0.244%
2/9/2024 Wells Fargo & Company MN1,299,234$23.56M0.0%+3.0%4.112%
2/8/2024 Towercrest Capital Management225,077$4.08M0.7%-71.2%0.712%
2/8/2024 Kingsview Wealth Management LLC30,265$549K0.0%-17.9%0.096%
2/8/2024 Foundations Investment Advisors LLC305,090$5.55M0.1%N/A0.965%
2/7/2024 Strategic Advocates LLC71,932$1.30M0.6%-26.4%0.228%
2/7/2024 Valley Wealth Managers Inc.40,688$738K0.1%+15.2%0.129%
2/6/2024 Benjamin F. Edwards & Company Inc.225,074$4.08M0.1%+244,545.7%0.712%
2/6/2024 Benjamin Edwards Inc.35,784$649K0.1%-2.1%0.113%
2/5/2024 Islay Capital Management LLC121,528$2.20M1.7%-20.8%0.385%
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2/5/2024 McAdam LLC75,048$1.36M0.1%-4.8%0.237%
2/2/2024 Truist Financial Corp205,748$3.73M0.0%-5.5%0.651%
2/2/2024 Anfield 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%
1/26/2024 Geneos 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%
1/23/2024 WealthShield Partners LLC53,248$965K0.2%-6.9%0.169%
1/23/2024 Capital Planning LLC49,527$898K0.3%-77.3%0.157%
1/19/2024 Alliance 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%
1/18/2024 MBL 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%
1/16/2024 Raymond James & Associates10,826$196K0.0%N/A0.034%
1/16/2024 Prairiewood Capital LLC41,528$753K0.4%+14.6%0.131%
1/12/2024 Revolve Wealth Partners LLC237,924$4.31M0.8%+8.5%0.753%
1/11/2024 Dynamic Advisor Solutions LLC28,484$512K0.0%+8.4%0.090%
1/11/2024 Omega Financial Group LLC141,262$2.56M1.1%-12.2%0.447%
1/10/2024 Moller Financial Services34,779$631K0.2%N/A0.110%
11/15/2023 Scotia Capital Inc.11,246$192K0.0%-6.4%0.036%
11/15/2023 Lido Advisors LLC118,371$2.02M0.0%-7.9%0.375%
11/14/2023 Towercrest Capital Management781,132$13.34M2.6%+1.5%2.472%
11/13/2023 LPL Financial LLC554,066$9.46M0.0%+3.5%1.753%
11/13/2023 Invesco Ltd.1,956,308$33.41M0.0%-2.2%6.191%
11/13/2023 Clearstead Advisors LLC20,500$350K0.0%N/A0.065%
11/13/2023 Envestnet Asset Management Inc.652,494$11.15M0.0%+28.6%2.065%
11/9/2023 Valley Wealth Managers Inc.35,319$603K0.1%N/A0.112%
11/9/2023 Prime Capital Investment Advisors LLC49,303$842K0.0%-4.7%0.156%
11/8/2023 Ausdal Financial Partners Inc.20,693$353K0.0%-2.7%0.065%
11/8/2023 HighTower Advisors LLC50,824$860K0.0%+8.2%0.161%
11/8/2023 ProVise Management Group LLC12,858$220K0.0%N/A0.041%
11/8/2023 D.A. Davidson & CO.89,647$1.53M0.0%-10.6%0.284%
11/7/2023 Kingsview Wealth Management LLC36,868$630K0.0%-4.5%0.117%
11/7/2023 Clearstead Advisors LLC20,500$350K0.0%N/A0.065%
11/6/2023 Anfield Capital Management LLC86,298$1.47M0.7%-65.5%0.273%
11/2/2023 Islay Capital Management LLC153,536$2.62M1.6%+35.7%0.486%
11/1/2023 Csenge Advisory Group20,091$343K0.0%+7.1%0.064%
11/1/2023 Nwam LLC38,785$662K0.1%+4.6%0.123%
10/31/2023 McAdam LLC78,852$1.35M0.1%-6.0%0.250%
10/27/2023 Colorado Capital Management Inc.186,251$3.18M2.4%+1.9%0.589%
10/25/2023 WealthShield Partners LLC57,172$976K0.1%+2.1%0.181%
10/24/2023 Bank of New York Mellon Corp1,740,678$29.73M0.0%+699.2%5.508%
10/24/2023 Cambridge Investment Research Advisors Inc.40,740$696K0.0%-58.4%0.129%
10/23/2023Commonwealth Equity Services LLC40,612$694K0.0%-22.8%0.129%
10/23/2023 Capital Planning LLC218,517$3.73M1.5%+196.0%0.692%
10/18/2023 Fiduciary Alliance LLC37,449$640K0.1%+3.3%0.119%
10/12/2023 Prairiewood Capital LLC36,226$619K0.4%+14.9%0.115%
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10/11/2023 Geneos Wealth Management Inc.2,320$40K0.0%-88.3%0.007%
10/11/2023 Great Waters Wealth Management62,089$1.05M0.2%-2.4%0.196%
10/11/2023 MBL Wealth LLC300,575$5.13M0.7%-1.9%0.951%
10/11/2023 Dynamic Advisor Solutions LLC26,283$449K0.0%-2.5%0.083%
10/11/2023 Vontobel Holding Ltd.231,957$3.96M0.0%-3.2%0.734%
10/11/2023 Omega Financial Group LLC160,915$2.75M1.3%-2.3%0.509%
10/10/2023 Revolve Wealth Partners LLC219,293$3.75M0.9%+12.0%0.694%
10/10/2023 National Bank of Canada FI2,200$37K0.0%-99.4%0.007%
10/10/2023 DHJJ Financial Advisors Ltd.5,373$92K0.0%N/A0.017%
10/10/2023 Ameliora Wealth Management Ltd.2,325$40K0.0%N/A0.007%
(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, 116 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 ($29.73M), Wells Fargo & Company MN ($23.56M), Evergreen Capital Management LLC ($20.47M), PFS Investments Inc. ($11.25M), Envestnet Asset Management Inc. ($11.15M), and Adviser Investments LLC ($9.91M).Learn more on PHB's institutional investors.

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

Of the 90 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 ($1.52M), PFS Investments Inc. ($667.50K), 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 ($320.29K).

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

Institutional investors have bought a total of 9,495,107 shares in the last 24 months. This purchase volume represents approximately $164.85M in transactions.

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

Of the 72 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 ($1.63M), Lazard Asset Management LLC ($1.34M), Prudent Investors Network Inc. ($1.30M), Towercrest Capital Management ($666.84K), Cambridge Investment Research Advisors Inc. ($594.29K), Envestnet Asset Management Inc. ($525.76K), and Wells Fargo & Company MN ($457.78K).

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

Institutional investors have sold a total of 9,489,101 shares in the last 24 months. This volume of shares sold represents approximately $163.20M in transactions.


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This page (NYSEARCA:PHB) was last updated on 6/1/2024 by MarketBeat.com Staff

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