Free Trial
→ Wall Street laughed at Trump’s “Smart Dollar.” Now they’re all in. (From Stansberry Research) (Ad)tc pixel Free PHB Stock Alerts

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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.61 +0.01 (+0.03%)
As of 09:45 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
54
Total
Institutional Outflows
(last 12 months)
$64.59M
Get PHB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Fundamental High Yield Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PHB Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.61,654$1.14M0.0%-6.2%0.324%
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%
5/21/2025MBL Wealth LLC351,598$6.35M0.6%-0.3%1.911%
5/21/2025McAdam LLC58,592$1.06M0.1%-4.6%0.318%
5/21/2025Geneos Wealth Management Inc.4,120$74K0.0%-96.6%0.022%
5/19/2025Jane Street Group LLC129,808$2.34M0.0%+24.9%0.705%
5/16/2025Goldman Sachs Group Inc.95,261$1.72M0.0%N/A0.501%
5/16/2025Jones Financial Companies Lllp3,802$70K0.0%-62.0%0.021%
5/15/2025Royal Bank of Canada54,784$989K0.0%+11.4%0.298%
5/15/2025Baird Financial Group Inc.82,771$1.50M0.0%+3.4%0.450%
5/15/2025Evergreen Capital Management LLC220,791$3.99M0.1%-0.8%1.200%
5/14/2025Islay Capital Management LLC186,454$3.37M2.3%-11.9%1.013%
5/14/2025Freedom Investment Management Inc.21,800$394K0.0%-13.1%0.118%
5/14/2025Synovus Financial Corp23,419$423K0.0%-2.4%0.127%
5/14/2025Compound Planning Inc.14,864$268K0.0%-8.0%0.081%
5/13/2025Anfield Capital Management LLC2,406$43K0.0%-99.6%0.013%
5/13/2025HighTower Advisors LLC37,485$677K0.0%-7.9%0.204%
5/12/2025Invesco Ltd.787,610$14.22M0.0%-0.8%4.280%
5/12/2025Benjamin Edwards Inc.110,390$1.99M0.0%+2.3%0.600%
5/9/2025Blair William & Co. IL4,985$90K0.0%+88.2%0.027%
5/8/2025Strategic Advocates LLC10,276$186K0.1%-13.0%0.056%
5/8/2025Alliance Wealth Management Group231,855$4.19M1.1%-2.0%1.260%
5/8/2025Towercrest Capital Management231,855$4.19M0.8%-2.0%1.260%
5/8/2025Banque Cantonale Vaudoise10,838$196K0.0%N/A0.059%
5/7/2025LPL Financial LLC845,119$15.26M0.0%+7.5%4.593%
5/7/2025Valley Wealth Managers Inc.40,259$727K0.1%-14.3%0.219%
5/7/2025Prudent Investors Network Inc.21,002$379K0.1%-22.2%0.114%
5/6/2025Cetera Investment Advisers170,058$3.07M0.0%+13.3%0.945%
5/6/2025Advisors Preferred LLC352,238$6.38M0.9%+64.0%1.957%
5/5/2025Csenge Advisory Group33,652$602K0.0%+14.2%0.187%
5/1/2025CWM LLC3,135$57K0.0%-16.6%0.017%
5/1/2025Omega Financial Group LLC114,007$2.06M0.8%-4.5%0.633%
4/30/2025Code Waechter LLC20,975$379K0.3%+73.9%0.117%
4/29/2025Envestnet Asset Management Inc.325,685$5.88M0.0%-25.1%1.809%
4/29/2025Bank of New York Mellon Corp1,366,411$24.68M0.0%-34.5%7.591%
4/29/2025Aurora Private Wealth Inc.14,990$271K0.1%N/A0.083%
4/28/2025Vontobel Holding Ltd.208,867$3.77M0.0%-1.2%1.160%
4/25/2025Prairiewood Capital LLC61,307$1.11M0.5%+8.3%0.341%
4/23/2025Golden State Wealth Management LLC2,070$37K0.0%N/A0.012%
4/23/2025Aurora Private Wealth Inc.14,990$271K0.0%N/A0.083%
4/23/2025Consolidated Portfolio Review Corp13,866$250K0.0%+14.4%0.077%
4/22/2025Cambridge Investment Research Advisors Inc.22,548$407K0.0%-15.0%0.125%
4/21/2025Friedenthal Financial10,221$185K0.1%-9.1%0.057%
4/18/2025Colorado Capital Management Inc.202,344$3.65M1.7%-1.1%1.124%
4/18/2025Wagner Wealth Management LLC42,307$764K0.2%+2.3%0.235%
4/17/2025Dynamic Advisor Solutions LLC26,538$479K0.0%+3.2%0.147%
4/16/2025Seros Financial LLC51,666$933K0.7%-6.2%0.287%
4/14/2025Patriot Financial Group Insurance Agency LLC15,427$279K0.0%N/A0.085%
4/9/2025Moller Wealth Partners51,862$937K0.2%-2.5%0.285%
2/17/2025Cetera Investment Advisers150,090$2.71M0.0%+28.9%0.420%
2/17/2025Bank of America Corp DE1,686,149$30.49M0.0%+3.5%4.723%
2/17/2025Benjamin Edwards Inc.107,884$1.95M0.0%+4.0%0.302%
2/17/2025Ameriprise Financial Inc.214,640$3.88M0.0%-5.5%0.601%
2/14/2025Jane Street Group LLC103,939$1.88M0.0%+136.4%0.291%
2/14/2025Lido Advisors LLC60,218$1.09M0.0%-1.7%0.169%
2/14/2025MML Investors Services LLC112,033$2.03M0.0%-6.3%0.314%
2/14/2025Freedom Investment Management Inc.25,075$453K0.0%-2.5%0.070%
2/13/2025Evergreen Capital Management LLC222,501$4.02M0.1%-66.7%0.623%
2/13/2025Scotia Capital Inc.10,283$186K0.0%-60.1%0.029%
2/13/2025Raymond James Financial Inc.49,997$904K0.0%N/A0.140%
2/13/2025Invesco Ltd.793,601$14.35M0.0%-45.6%2.223%
2/13/2025Envestnet Asset Management Inc.435,016$7.87M0.0%+14.1%1.219%
2/13/2025Islay Capital Management LLC211,545$3.83M2.7%+3.4%0.593%
(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, 102 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 54 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 3,559,260 shares in the last 24 months. This volume of shares sold represents approximately $64.59M in transactions.


Related Companies

This page (NYSEARCA:PHB) was last updated on 9/24/2025 by MarketBeat.com Staff
From Our Partners
What The Silver Boom Could Mean For You…
AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. This once-o...
Goldco Precious Metals | Sponsoredtc pixel
Warren Buffett’s #1 AI Stock: Not Mag 7, And NOT on the Nasdaq
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Recession Risk: 90% — Are Your Savings Ready?
Moody's latest report shows one-third of U.S. economic activity is already in recession or at high risk.
Lear Capital | Sponsoredtc pixel
This is the “End of Tesla” as we know it…
Jeff has identified five of the past seven number-one performing tech stocks — before they took off. His Tesla...
Brownstone Research | Sponsoredtc pixel