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

$18.54

+0.06 (+0.32%)

(As of 09/13/2024 08:54 PM ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 46
Total Institutional Inflows (last 12 months): $100.23M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $34.53M

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PHB Institutional Buying and Selling by Quarter

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More Than 30 Federal Agencies Buy From This Cybersecurity Tech

In January of 2022 Ukraine was hit by an especially nasty piece of malware, named WhisperGate. By then Ukraine was used to cyberattacks. But the WhisperGate attack just before Russia's full-scale invasion was different. It was larger... and it was aimed at dismantling Ukraine's critical infrastructure. The company's unique expertise and scalable approach allowed them to nearly double revenues between 2021-2023, and they've added another $20 million in new sales orders this year alone. There is no denying - the opportunity here is massive.

Click here to learn how a small company is joining the ranks of Lockheed Martin and Raytheon

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	75,820	$1.36M	0.0%	+79.1%	0.212%
8/21/2024	Truist Financial Corp	172,165	$3.09M	0.0%	-9.8%	0.482%
8/14/2024	Evergreen Capital Management LLC	662,584	$11.91M	0.4%	N/A	1.856%
8/13/2024	Benjamin F. Edwards & Company Inc.	85,656	$1.54M	0.0%	-3.2%	0.240%
8/8/2024	Envestnet Asset Management Inc.	420,322	$7.55M	0.0%	-2.7%	1.177%
8/8/2024	Darwin Wealth Management LLC	100,629	$1.81M	0.9%	N/A	0.282%
Get the Latest News and Ratings for PHB and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco Fundamental High Yield Corporate Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
8/6/2024	Towercrest Capital Management	235,393	$4.23M	0.7%	+2.3%	0.659%
8/5/2024	Private Advisor Group LLC	115,901	$2.08M	0.0%	N/A	0.325%
8/2/2024	Foundations Investment Advisors LLC	326,408	$5.87M	0.1%	+2.6%	0.914%
7/31/2024	Anfield Capital Management LLC	533,652	$9.59M	4.7%	+40.8%	1.495%
7/31/2024	Commonwealth Equity Services LLC	30,936	$556K	0.0%	-11.7%	0.087%
7/26/2024	Bank of New York Mellon Corp	1,858,436	$33.40M	0.0%	+6.8%	5.206%
7/24/2024	McAdam LLC	71,391	$1.28M	0.1%	-2.4%	0.200%
7/19/2024	Revolve Wealth Partners LLC	270,751	$4.87M	0.8%	+11.3%	0.758%
7/19/2024	MBL Wealth LLC	347,188	$6.24M	0.7%	+11.9%	0.973%
7/18/2024	Prairiewood Capital LLC	48,096	$864K	0.4%	+5.3%	0.135%
7/15/2024	Dynamic Advisor Solutions LLC	24,850	$447K	0.0%	-3.6%	0.070%
7/12/2024	Alliance Wealth Management Group	235,393	$4.23M	1.2%	+2.3%	0.659%
7/12/2024	Omega Financial Group LLC	133,152	$2.39M	1.0%	-8.5%	0.373%
7/12/2024	First National Corp MA ADV	15,261	$274K	0.1%	-12.6%	0.043%
7/11/2024	Strategic Advocates LLC	33,084	$595K	0.2%	-62.2%	0.093%
7/9/2024	Great Waters Wealth Management	52,100	$936K	0.1%	-1.2%	0.146%
7/3/2024	First International Bank & Trust	184,811	$3.32M	1.1%	-2.9%	0.518%
7/1/2024	Moller Wealth Partners	38,024	$683K	0.2%	+4.2%	0.107%
5/30/2024	Peninsula Wealth LLC	230,144	$4.17M	0.5%	N/A	0.645%
5/16/2024	Jane Street Group LLC	417,930	$7.58M	0.0%	N/A	1.171%
5/16/2024	Prudent Investors Network Inc.	30,825	$559K	0.2%	N/A	0.086%
5/13/2024	Ameritas Investment Partners Inc.	1,674	$30K	0.0%	-37.6%	0.005%
5/10/2024	Towercrest Capital Management	230,144	$4.17M	0.7%	+2.3%	0.645%
5/9/2024	Kingsview Wealth Management LLC	23,869	$433K	0.0%	-21.1%	0.067%
5/8/2024	Advisors Preferred LLC	193,976	$3.50M	0.6%	-13.2%	0.543%
5/4/2024	Geneos Wealth Management Inc.	94,776	$1.72M	0.1%	-9.1%	0.265%
5/4/2024	Valley Wealth Managers Inc.	37,500	$680K	0.1%	-7.8%	0.105%
5/2/2024	Alliance Wealth Management Group	230,144	$4.17M	1.2%	+2.3%	0.645%
4/30/2024	Commonwealth Equity Services LLC	35,018	$635K	0.0%	-8.1%	0.098%
4/29/2024	Benjamin Edwards Inc.	16,941	$307K	0.1%	-52.7%	0.047%
4/29/2024	Benjamin F. Edwards & Company Inc.	88,505	$1.61M	0.0%	-60.7%	0.248%
4/26/2024	Prairiewood Capital LLC	45,682	$828K	0.4%	+10.0%	0.121%
4/23/2024	Global Retirement Partners LLC	143,270	$2.60M	0.1%	+5.8%	0.380%
4/23/2024	McAdam LLC	73,138	$1.33M	0.1%	-2.5%	0.194%
More Than 30 Federal Agencies Buy From This Cybersecurity Tech (Ad) In January of 2022 Ukraine was hit by an especially nasty piece of malware, named WhisperGate. By then Ukraine was used to cyberattacks. But the WhisperGate attack just before Russia's full-scale invasion was different. It was larger... and it was aimed at dismantling Ukraine's critical infrastructure. The company's unique expertise and scalable approach allowed them to nearly double revenues between 2021-2023, and they've added another $20 million in new sales orders this year alone. There is no denying - the opportunity here is massive. Click here to learn how a small company is joining the ranks of Lockheed Martin and Raytheon
4/22/2024	PFG Investments LLC	11,682	$212K	0.0%	N/A	0.031%
4/22/2024	MBL Wealth LLC	310,405	$5.63M	0.6%	-1.3%	0.823%
4/18/2024	Omega Financial Group LLC	145,468	$2.64M	1.1%	+3.0%	0.386%
4/16/2024	Colorado Capital Management Inc.	174,003	$3.16M	1.8%	-2.7%	0.462%
4/16/2024	Mosley Wealth Management	11,277	$204K	0.2%	N/A	0.030%
4/15/2024	Revolve Wealth Partners LLC	243,351	$4.41M	0.8%	+2.3%	0.645%
4/12/2024	Capital Planning LLC	21,860	$396K	0.1%	-55.9%	0.058%
4/11/2024	Moller Wealth Partners	36,481	$661K	0.2%	+4.9%	0.115%
4/3/2024	Strategic Advocates LLC	87,506	$1.59M	0.6%	+21.7%	0.277%
3/1/2024	Transcendent Capital Group LLC	1,702	$31K	0.0%	N/A	0.005%
2/14/2024	Vantage Financial Partners Ltd. Inc.	208,743	$3.79M	1.2%	N/A	0.661%
2/13/2024	Peapack Gladstone Financial Corp	18,100	$328K	0.0%	-5.4%	0.057%
2/12/2024	Scotia Capital Inc.	10,468	$190K	0.0%	-6.9%	0.033%
2/9/2024	ProVise Management Group LLC	14,378	$261K	0.0%	+11.8%	0.046%
2/9/2024	D.A. Davidson & CO.	77,123	$1.40M	0.0%	-14.0%	0.244%
2/9/2024	Wells Fargo & Company MN	1,299,234	$23.56M	0.0%	+3.0%	4.112%
2/8/2024	Towercrest Capital Management	225,077	$4.08M	0.7%	-71.2%	0.712%
2/8/2024	Kingsview Wealth Management LLC	30,265	$549K	0.0%	-17.9%	0.096%
2/8/2024	Foundations Investment Advisors LLC	305,090	$5.55M	0.1%	N/A	0.965%
2/7/2024	Strategic Advocates LLC	71,932	$1.30M	0.6%	-26.4%	0.228%
2/7/2024	Valley Wealth Managers Inc.	40,688	$738K	0.1%	+15.2%	0.129%
2/6/2024	Benjamin F. Edwards & Company Inc.	225,074	$4.08M	0.1%	+244,545.7%	0.712%
2/6/2024	Benjamin Edwards Inc.	35,784	$649K	0.1%	-2.1%	0.113%
2/5/2024	Islay Capital Management LLC	121,528	$2.20M	1.7%	-20.8%	0.385%
2/5/2024	McAdam LLC	75,048	$1.36M	0.1%	-4.8%	0.237%
2/2/2024	Truist Financial Corp	205,748	$3.73M	0.0%	-5.5%	0.651%
2/2/2024	Anfield Capital Management LLC	257,839	$4.68M	2.5%	+198.8%	0.816%
1/30/2024	Vontobel Holding Ltd.	210,927	$3.82M	0.0%	-9.1%	0.667%
1/29/2024	Consolidated Portfolio Review Corp	11,430	$207K	0.0%	-18.2%	0.036%
1/26/2024	Geneos Wealth Management Inc.	104,236	$1.89M	0.1%	+4,392.9%	0.330%
1/24/2024	Advisors Preferred LLC	223,562	$4.04M	0.7%	N/A	0.707%
1/23/2024	WealthShield Partners LLC	53,248	$965K	0.2%	-6.9%	0.169%
1/23/2024	Capital Planning LLC	49,527	$898K	0.3%	-77.3%	0.157%
1/19/2024	Alliance Wealth Management Group	225,077	$4.08M	1.2%	N/A	0.712%
1/19/2024	Colorado Capital Management Inc.	178,903	$3.24M	2.1%	-3.9%	0.566%
1/19/2024	Great Waters Wealth Management	53,059	$956K	0.2%	-14.5%	0.168%
1/18/2024	MBL Wealth LLC	314,370	$5.70M	0.7%	+4.6%	0.995%
1/18/2024	Global Retirement Partners LLC	135,445	$2.46M	0.1%	+12.5%	0.429%
1/18/2024	First National Corp MA ADV	17,469	$317K	0.1%	-13.3%	0.055%
1/17/2024	ZRC Wealth Management LLC	4,000	$68K	0.0%	N/A	0.013%
1/16/2024	Raymond James & Associates	10,826	$196K	0.0%	N/A	0.034%
1/16/2024	Prairiewood Capital LLC	41,528	$753K	0.4%	+14.6%	0.131%
1/12/2024	Revolve Wealth Partners LLC	237,924	$4.31M	0.8%	+8.5%	0.753%
1/11/2024	Dynamic Advisor Solutions LLC	28,484	$512K	0.0%	+8.4%	0.090%
1/11/2024	Omega Financial Group LLC	141,262	$2.56M	1.1%	-12.2%	0.447%
1/10/2024	Moller Financial Services	34,779	$631K	0.2%	N/A	0.110%
11/15/2023	Scotia Capital Inc.	11,246	$192K	0.0%	-6.4%	0.036%
11/15/2023	Lido Advisors LLC	118,371	$2.02M	0.0%	-7.9%	0.375%
11/14/2023	Towercrest Capital Management	781,132	$13.34M	2.6%	+1.5%	2.472%
11/13/2023	LPL Financial LLC	554,066	$9.46M	0.0%	+3.5%	1.753%
More Than 30 Federal Agencies Buy From This Cybersecurity Tech (Ad) In January of 2022 Ukraine was hit by an especially nasty piece of malware, named WhisperGate. By then Ukraine was used to cyberattacks. But the WhisperGate attack just before Russia's full-scale invasion was different. It was larger... and it was aimed at dismantling Ukraine's critical infrastructure. The company's unique expertise and scalable approach allowed them to nearly double revenues between 2021-2023, and they've added another $20 million in new sales orders this year alone. There is no denying - the opportunity here is massive. Click here to learn how a small company is joining the ranks of Lockheed Martin and Raytheon
11/13/2023	Invesco Ltd.	1,956,308	$33.41M	0.0%	-2.2%	6.191%
11/13/2023	Clearstead Advisors LLC	20,500	$350K	0.0%	N/A	0.065%
11/13/2023	Envestnet Asset Management Inc.	652,494	$11.15M	0.0%	+28.6%	2.065%
11/9/2023	Valley Wealth Managers Inc.	35,319	$603K	0.1%	N/A	0.112%
11/9/2023	Prime Capital Investment Advisors LLC	49,303	$842K	0.0%	-4.7%	0.156%
11/8/2023	Ausdal Financial Partners Inc.	20,693	$353K	0.0%	-2.7%	0.065%
11/8/2023	HighTower Advisors LLC	50,824	$860K	0.0%	+8.2%	0.161%
11/8/2023	ProVise Management Group LLC	12,858	$220K	0.0%	N/A	0.041%
11/8/2023	D.A. Davidson & CO.	89,647	$1.53M	0.0%	-10.6%	0.284%
11/7/2023	Kingsview Wealth Management LLC	36,868	$630K	0.0%	-4.5%	0.117%

(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, 113 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 ($33.40M), Wells Fargo & Company MN ($23.56M), Evergreen Capital Management LLC ($11.91M), Adviser Investments LLC ($9.91M), Anfield Capital Management LLC ($9.59M), and LPL Financial LLC ($9.46M).Learn more on PHB's institutional investors.
Which institutional investors have been buying Invesco Fundamental High Yield Corporate Bond ETF stock?: Of the 85 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 ($1.64M), Evergreen Capital Management LLC ($706.62K), 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 ($357.07K).
How much institutional buying is happening at Invesco Fundamental High Yield Corporate Bond ETF?: Institutional investors have bought a total of 9,925,093 shares in the last 24 months. This purchase volume represents approximately $173.52M in transactions.

Which Invesco Fundamental High Yield Corporate Bond ETF major shareholders have been selling company stock?: Of the 66 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 ($1.47M), Lazard Asset Management LLC ($1.33M), Prudent Investors Network Inc. ($1.13M), Towercrest Capital Management ($625.72K), Cambridge Investment Research Advisors Inc. ($594.29K), Envestnet Asset Management Inc. ($333.69K), and Anfield Capital Management LLC ($325.58K).
How much institutional selling is happening at Invesco Fundamental High Yield Corporate Bond ETF?: Institutional investors have sold a total of 8,111,104 shares in the last 24 months. This volume of shares sold represents approximately $140.11M in transactions.