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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.38 +0.01 (+0.05%)
Closing price 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)
55
Total
Institutional Inflows
(last 12 months)
$51.02M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$58.51M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Blair William & Co. IL2,185$40K0.0%-56.2%0.012%
7/23/2025Vontobel Holding Ltd.166,482$3.07M0.0%-20.3%0.876%
7/23/2025Tcfg 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$233K0.1%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%
5/21/2025 MBL Wealth LLC351,598$6.35M0.6%-0.3%1.911%
5/21/2025 McAdam 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%
5/8/2025 Strategic 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%
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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%
4/25/2025 Prairiewood 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%
4/23/2025 Consolidated 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%
4/18/2025 Colorado Capital Management Inc.202,344$3.65M1.7%-1.1%1.124%
4/18/2025 Wagner Wealth Management LLC42,307$764K0.2%+2.3%0.235%
4/17/2025 Dynamic Advisor Solutions LLC26,538$479K0.0%+3.2%0.147%
4/16/2025 Seros Financial LLC51,666$933K0.7%-6.2%0.287%
4/14/2025 Patriot Financial Group Insurance Agency LLC15,427$279K0.0%N/A0.085%
4/9/2025 Moller 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%
2/13/2025Wells Fargo & Company MN1,341,646$24.26M0.0%+4.7%3.758%
2/12/2025Alliance Wealth Management Group236,471$4.28M1.1%+2.0%0.662%
2/12/2025OLD Mission Capital LLC13,311$241K0.0%-6.2%0.037%
2/12/2025JPMorgan Chase & Co.28,618$517K0.0%+2.1%0.080%
2/11/2025Towercrest Capital Management236,471$4.28M0.7%+2.0%0.662%
2/11/2025LPL 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%
2/10/2025Commonwealth Equity Services LLC31,128$563K0.0%+10.7%0.087%
2/7/2025HighTower Advisors LLC40,713$736K0.0%-3.6%0.114%
2/7/2025Rialto Wealth Management LLC3,305$60K0.0%N/A0.009%
2/6/2025Raymond James Financial Inc.49,997$904K0.0%N/A0.140%
2/6/2025Jones Financial Companies Lllp10,001$181K0.0%+579.0%0.028%
2/5/2025Anfield Capital Management LLC550,518$9.95M3.6%-1.8%1.542%
2/4/2025Bank of New York Mellon Corp2,084,991$37.70M0.0%+6.0%5.840%
2/4/2025WealthShield Partners LLC53,842$973K0.1%-1.4%0.151%
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2/4/2025Wealthspire Advisors LLC35,498$642K0.0%N/A0.099%
1/31/2025Global Retirement Partners LLC150,301$2.72M0.1%-4.4%0.421%
1/31/2025Valley 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%
1/30/2025Csenge 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%
1/28/2025Advisors Preferred LLC214,810$3.89M0.6%-18.4%0.602%
1/28/2025Kingsview 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%
(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, 108 institutional investors and hedge funds held shares of Invesco Fundamental High Yield Corporate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($30.49M), Bank of New York Mellon Corp ($24.68M), Wells Fargo & Company MN ($24.26M), LPL Financial LLC ($15.26M), Invesco Ltd. ($14.22M), Advisors Preferred LLC ($6.38M), and MBL Wealth LLC ($6.35M).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 79 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 ($1.76M), Evergreen Capital Management LLC ($662.58K), Jane Street Group LLC ($503.77K), Advisors Preferred LLC ($360.99K), Anfield Capital Management LLC ($326.06K), Foundations Investment Advisors LLC ($325.43K), and Alliance Wealth Management Group ($246.90K).

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

Institutional investors have bought a total of 2,821,425 shares in the last 24 months. This purchase volume represents approximately $51.02M in transactions.

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

Of the 50 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), Jane Street Group LLC ($165.19K), Envestnet Asset Management Inc. ($120.91K), and Geneos Wealth Management Inc. ($117.08K).

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

Institutional investors have sold a total of 3,231,002 shares in the last 24 months. This volume of shares sold represents approximately $58.51M in transactions.


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This page (NYSEARCA:PHB) was last updated on 7/24/2025 by MarketBeat.com Staff
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