Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.17 +0.06 (+0.33%)
As of 05/22/2026
Compare

Institutional Ownership Changes (13F Filings) for Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$76.14M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$40.68M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 SOA Wealth Advisors LLC.1,653$30K0.0%-55.1%0.008%
5/19/2026 Bank of America Corp DE271,355$4.87M0.0%+1.3%1.337%
5/19/2026 Arkadios Wealth Advisors36,437$654K0.0%N/A0.179%
5/14/2026 Lido Advisors LLC77,071$1.38M0.0%-0.9%0.380%
5/13/2026 Cetera Investment Advisers21,879$393K0.0%-89.6%0.108%
5/7/2026 Valley Wealth Managers Inc.43,846$787K0.1%+4.4%0.216%
5/5/2026 Bank of New York Mellon Corp737,535$13.23M0.0%-47.2%3.633%
5/5/2026 Nwam LLC44,714$802K0.0%+3.6%0.220%
5/1/2026 Fifth Third Bancorp22,486$403K0.0%N/A0.111%
4/27/2026 Private Advisor Group LLC10,451$187K0.0%N/A0.051%
4/24/2026 Tcfg Wealth Management LLC12,443$225K0.1%+5.3%0.061%
4/23/2026 Asset Allocation Strategies LLC208,514$3.74M0.7%-29.8%1.027%
4/20/2026 Banque Cantonale Vaudoise17,125$307K0.0%+56.3%0.084%
2/19/2026 Invesco Ltd.2,467,545$45.90M0.0%+288.3%12.155%
2/17/2026 Cetera Investment Advisers210,702$3.92M0.0%+3.3%1.038%
2/17/2026 Osaic Holdings Inc.53,386$993K0.0%-10.4%0.263%
2/17/2026 &PARTNERS19,245$358K0.0%+8.3%0.095%
2/17/2026 Royal Bank of Canada48,961$911K0.0%+5.2%0.241%
2/17/2026 Hyundai Investments Co. Ltd.24,319$453K0.4%N/A0.120%
2/17/2026 Islay Capital Management LLC176,513$3.28M1.9%+4.4%0.870%
2/16/2026 Arax Advisory Partners1,595$30K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC4,702$87K0.0%N/A0.023%
2/13/2026 Ausdal Financial Partners Inc.15,027$280K0.0%-27.0%0.074%
2/13/2026 Vontobel Holding Ltd.166,315$3.09M0.0%-0.9%0.819%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,325$99K0.0%N/A0.026%
2/13/2026 Wells Fargo & Company MN1,637,618$30.46M0.0%+4.6%8.067%
2/13/2026 Asset Allocation Strategies LLC296,950$5.52M1.1%+46.6%1.463%
2/12/2026 Jane Street Group LLC64,970$1.21M0.0%-46.3%0.320%
2/12/2026 Commonwealth Equity Services LLC32,870$611K0.0%-14.2%0.162%
2/11/2026 LPL Financial LLC991,421$18.44M0.0%+5.4%4.884%
2/10/2026 Bank of New York Mellon Corp1,396,004$25.97M0.0%-0.3%6.877%
2/10/2026 Blueline Advisors LLC273,943$5.10M4.2%N/A1.349%
2/9/2026 Kingsview Wealth Management LLC11,614$216K0.0%-12.5%0.057%
2/6/2026Global Retirement Partners LLC151,124$2.81M0.0%-0.8%0.744%
2/6/2026 Seros Financial LLC82,561$1.54M0.9%+18.9%0.407%
2/6/2026 Csenge Advisory Group51,945$966K0.0%+16.2%0.256%
2/6/2026 HighTower Advisors LLC45,160$840K0.0%-16.3%0.222%
2/5/2026 TD Private Client Wealth LLC21,226$395K0.0%-18.4%0.105%
2/4/2026 Valley Wealth Managers Inc.42,005$781K0.1%+5.8%0.207%
2/4/2026 Nwam LLC43,173$803K0.0%+4.6%0.213%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/3/2026 WealthShield Partners LLC58,240$1.07M0.1%+1.3%0.287%
2/2/2026 Truist Financial Corp290,372$5.40M0.0%+3.4%1.430%
2/2/2026 Advisors Preferred LLC135,190$2.52M0.4%+18.2%0.666%
2/2/2026 Benjamin Edwards Inc.112,193$2.09M0.0%-8.2%0.553%
1/30/2026 Wagner Wealth Management LLC36,582$680K0.1%-3.8%0.180%
1/29/2026Comerica Bank16,949$315K0.0%+14.3%0.083%
1/28/2026 Omega Financial Group LLC108,571$2.02M0.7%-1.7%0.535%
1/27/2026 Evergreen Capital Management LLC668,581$12.44M0.3%+2.9%3.294%
1/27/2026 Friedenthal Financial9,031$168K0.1%-8.0%0.044%
1/27/2026 Wealth Enhancement Trust Services Inc.13,598$253K0.0%N/A0.067%
1/26/2026 Prairiewood Capital LLC82,717$1.54M0.5%+8.7%0.407%
1/23/2026 Colorado Capital Management Inc.220,747$4.11M1.5%+3.0%1.087%
1/23/2026 Capital & Planning LLC11,916$222K1.0%N/A0.059%
1/21/2026 Prime Capital Investment Advisors LLC42,906$798K0.0%-4.6%0.211%
1/21/2026 Towercrest Capital Management20,810$387K0.1%-91.1%0.103%
1/21/2026 Alliance Wealth Management Group20,810$387K0.1%-91.1%0.103%
1/21/2026 MBL Wealth LLC380,269$7.07M0.6%+6.4%1.873%
1/20/2026 Revolve Wealth Partners LLC331,072$6.16M0.7%+3.7%1.631%
1/15/2026 Great Waters Wealth Management48,629$905K0.1%+3.4%0.240%
1/1/2026 JPMorgan Chase & Co.18,343$341K0.0%+162.7%0.096%
11/26/2025 Strategic Advocates LLC7,874$146K0.0%N/A0.041%
11/21/2025 Tcfg Wealth Management LLC12,443$232K0.1%+4.6%0.065%
11/18/2025 Tcfg Wealth Management LLC220,706$4.10M0.3%+1,755.9%1.156%
11/17/2025 Susquehanna International Group LLP108,384$2.01M0.0%-32.4%0.567%
11/17/2025 Bank of America Corp DE265,025$4.92M0.0%-15.5%1.388%
11/17/2025 Ameriprise Financial Inc.176,457$3.28M0.0%+4.6%0.924%
11/14/2025 Raymond James Financial Inc.69,020$1.28M0.0%+8.8%0.361%
11/14/2025 Scotia Capital Inc.113,207$2.10M0.0%N/A0.593%
11/14/2025 Tower Research Capital LLC TRC 65,638$1.22M0.0%N/A0.344%
11/13/2025 Invesco Ltd.635,467$11.81M0.0%-19.3%3.327%
11/13/2025 UBS Group AG44,500$827K0.0%+1.9%0.233%
11/13/2025 Banque Cantonale Vaudoise11,480$213K0.0%+5.9%0.060%
11/12/2025 Islay Capital Management LLC169,137$3.14M1.8%+2.4%0.886%
11/12/2025 Omega Financial Group LLC110,498$2.05M0.7%+1.1%0.579%
11/10/2025 Clearstead Trust LLC19,639$365K0.1%-4.2%0.103%
11/10/2025 Advisors Preferred LLC114,409$2.13M0.3%-35.9%0.599%
11/7/2025 JPMorgan Chase & Co.18,343$341K0.0%+162.7%0.096%
11/6/2025 Ameritas Advisory Services LLC3,990$74K0.0%-43.0%0.021%
11/5/2025 Prime Capital Investment Advisors LLC44,977$836K0.0%-3.0%0.235%
11/5/2025 Seros Financial LLC69,436$1.29M0.2%+32.2%0.364%
11/5/2025 Envestnet Asset Management Inc.319,476$5.94M0.0%+0.3%1.673%
11/4/2025 Jones Financial Companies Lllp18,845$350K0.0%+63.0%0.099%
11/3/2025 Valley Wealth Managers Inc.39,700$738K0.0%+3.7%0.208%
11/3/2025 Truist Financial Corp280,820$5.22M0.0%-0.3%1.470%
10/29/2025FAS Wealth Partners Inc.3,937$73K0.0%-13.6%0.021%
10/28/2025 Evergreen Capital Management LLC649,542$12.07M0.3%+2.1%3.401%
10/28/2025 Csenge Advisory Group44,698$830K0.0%+24.2%0.234%
10/28/2025 Alliance Wealth Management Group233,263$4.33M1.0%+1.5%1.221%
10/27/2025 TD Private Client Wealth LLC26,015$483K0.0%+12.3%0.136%
10/24/2025 Towercrest Capital Management233,263$4.33M0.7%+1.5%1.221%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
10/24/2025 Colorado Capital Management Inc.214,418$3.98M1.5%+3.9%1.123%
10/23/2025 Benjamin Edwards Inc.122,154$2.27M0.0%+4.7%0.640%
10/21/2025Global Retirement Partners LLC152,308$2.83M0.1%+6.0%0.797%
10/21/2025 Wagner Wealth Management LLC38,011$706K0.2%-5.9%0.199%
10/17/2025 Sowell Financial Services LLC11,582$215K0.0%-11.7%0.061%
10/16/2025 MBL Wealth LLC357,336$6.64M0.6%+1.6%1.871%
10/15/2025 Vontobel Holding Ltd.167,861$3.12M0.0%+0.8%0.879%
10/14/2025 Revolve Wealth Partners LLC319,158$5.93M0.7%+4.5%1.671%
10/14/2025 Great Waters Wealth Management47,030$874K0.1%+2.8%0.246%
10/14/2025 Prairiewood Capital LLC76,097$1.41M0.5%+8.7%0.398%


PHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 institutional investors and hedge funds held shares of Invesco Fundamental High Yield Corporate Bond ETF. The most heavily invested institutionals were Invesco Ltd. ($45.90M), Wells Fargo & Company MN ($30.46M), LPL Financial LLC ($18.44M), Bank of New York Mellon Corp ($13.23M), Evergreen Capital Management LLC ($12.44M), MBL Wealth LLC ($7.07M), and Foundations Investment Advisors LLC ($6.28M).Learn more on Invesco Fundamental High Yield Corporate Bond ETF's institutional investors.

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: Invesco Ltd. ($1.83M), Evergreen Capital Management LLC ($1.11M), Asset Allocation Strategies LLC ($296.95K), Blueline Advisors LLC ($273.94K), Bank of New York Mellon Corp ($263.13K), Peninsula Wealth LLC ($230.14K), and Tcfg Wealth Management LLC ($221.89K).

Institutional investors have bought a total of 4,104,427 shares in the last 24 months. This purchase volume represents approximately $76.14M in transactions.

Of the 42 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 ($662.37K), Advisors Preferred LLC ($237.83K), Towercrest Capital Management ($214.54K), Alliance Wealth Management Group ($212.45K), Cetera Investment Advisers ($188.82K), Invesco Ltd. ($151.73K), and Ameriprise Financial Inc. ($97.68K).

Institutional investors have sold a total of 2,232,189 shares in the last 24 months. This volume of shares sold represents approximately $40.68M in transactions.


Related Companies

This page (NYSEARCA:PHB) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel