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

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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)
59
Total
Institutional Inflows
(last 12 months)
$78.98M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$39.55M
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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
7/9/2026 Revolve Wealth Partners LLC320,350$5.86M0.6%+1.9%1.578%
7/9/2026 Great Waters Wealth Management47,569$870K0.1%-2.0%0.234%
7/8/2026 Colorado Capital Management Inc.240,471$4.40M1.5%+1.6%1.185%
7/7/2026 Dynamic Advisor Solutions LLC27,402$501K0.0%-8.2%0.135%
7/2/2026 CX Institutional2,503$46K0.0%N/A0.012%
6/10/2026Curry Webb Wealth Management LLC193,697$3.48M1.6%N/A0.954%
5/20/2026 SOA Wealth Advisors LLC.1,653$30K0.0%-55.1%0.008%
5/19/2026Bank of America Corp DE271,355$4.87M0.0%+1.3%1.337%
5/19/2026Arkadios Wealth Advisors36,437$654K0.0%N/A0.179%
5/14/2026Lido Advisors LLC77,071$1.38M0.0%-0.9%0.380%
5/13/2026Cetera Investment Advisers21,879$393K0.0%-89.6%0.108%
5/7/2026Valley Wealth Managers Inc.43,846$787K0.1%+4.4%0.216%
5/5/2026Bank 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%
5/1/2026Fifth Third Bancorp22,486$403K0.0%N/A0.111%
4/27/2026Private Advisor Group LLC10,451$187K0.0%N/A0.051%
4/24/2026Tcfg Wealth Management LLC12,443$225K0.1%+5.3%0.061%
4/23/2026Asset Allocation Strategies LLC208,514$3.74M0.7%-29.8%1.027%
4/20/2026Banque Cantonale Vaudoise17,125$307K0.0%+56.3%0.084%
2/19/2026Invesco Ltd.2,467,545$45.90M0.0%+288.3%12.155%
2/17/2026Cetera Investment Advisers210,702$3.92M0.0%+3.3%1.038%
2/17/2026Osaic Holdings Inc.53,386$993K0.0%-10.4%0.263%
2/17/2026&PARTNERS19,245$358K0.0%+8.3%0.095%
2/17/2026Royal Bank of Canada48,961$911K0.0%+5.2%0.241%
2/17/2026Hyundai Investments Co. Ltd.24,319$453K0.4%N/A0.120%
2/17/2026Islay Capital Management LLC176,513$3.28M1.9%+4.4%0.870%
2/16/2026Arax Advisory Partners1,595$30K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC4,702$87K0.0%N/A0.023%
2/13/2026Ausdal Financial Partners Inc.15,027$280K0.0%-27.0%0.074%
2/13/2026Vontobel Holding Ltd.166,315$3.09M0.0%-0.9%0.819%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,325$99K0.0%N/A0.026%
2/13/2026Wells Fargo & Company MN1,637,618$30.46M0.0%+4.6%8.067%
2/13/2026Asset Allocation Strategies LLC296,950$5.52M1.1%+46.6%1.463%
2/12/2026Jane Street Group LLC64,970$1.21M0.0%-46.3%0.320%
2/12/2026Commonwealth Equity Services LLC32,870$611K0.0%-14.2%0.162%
2/11/2026LPL Financial LLC991,421$18.44M0.0%+5.4%4.884%
2/10/2026Bank of New York Mellon Corp1,396,004$25.97M0.0%-0.3%6.877%
2/10/2026Blueline Advisors LLC273,943$5.10M4.2%N/A1.349%
2/9/2026Kingsview Wealth Management LLC11,614$216K0.0%-12.5%0.057%
2/6/2026Global Retirement Partners LLC151,124$2.81M0.0%-0.8%0.744%
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2/6/2026Seros Financial LLC82,561$1.54M0.9%+18.9%0.407%
2/6/2026Csenge Advisory Group51,945$966K0.0%+16.2%0.256%
2/6/2026HighTower Advisors LLC45,160$840K0.0%-16.3%0.222%
2/5/2026TD Private Client Wealth LLC21,226$395K0.0%-18.4%0.105%
2/4/2026Valley Wealth Managers Inc.42,005$781K0.1%+5.8%0.207%
2/4/2026 Nwam LLC43,173$803K0.0%+4.6%0.213%
2/3/2026WealthShield Partners LLC58,240$1.07M0.1%+1.3%0.287%
2/2/2026Truist Financial Corp290,372$5.40M0.0%+3.4%1.430%
2/2/2026Advisors Preferred LLC135,190$2.52M0.4%+18.2%0.666%
2/2/2026Benjamin Edwards Inc.112,193$2.09M0.0%-8.2%0.553%
1/30/2026Wagner 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%
1/26/2026Prairiewood 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%
1/21/2026Prime Capital Investment Advisors LLC42,906$798K0.0%-4.6%0.211%
1/21/2026Towercrest Capital Management20,810$387K0.1%-91.1%0.103%
1/21/2026Alliance 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%
1/1/2026JPMorgan Chase & Co.18,343$341K0.0%+162.7%0.096%
11/26/2025Strategic Advocates LLC7,874$146K0.0%N/A0.041%
11/21/2025Tcfg Wealth Management LLC12,443$232K0.1%+4.6%0.065%
11/18/2025Tcfg Wealth Management LLC220,706$4.10M0.3%+1,755.9%1.156%
11/17/2025Susquehanna International Group LLP108,384$2.01M0.0%-32.4%0.567%
11/17/2025Bank of America Corp DE265,025$4.92M0.0%-15.5%1.388%
11/17/2025Ameriprise Financial Inc.176,457$3.28M0.0%+4.6%0.924%
11/14/2025Raymond James Financial Inc.69,020$1.28M0.0%+8.8%0.361%
11/14/2025Scotia Capital Inc.113,207$2.10M0.0%N/A0.593%
11/14/2025Tower Research Capital LLC TRC 65,638$1.22M0.0%N/A0.344%
11/13/2025Invesco Ltd.635,467$11.81M0.0%-19.3%3.327%
11/13/2025UBS Group AG44,500$827K0.0%+1.9%0.233%
11/13/2025Banque Cantonale Vaudoise11,480$213K0.0%+5.9%0.060%
11/12/2025Islay 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%
11/10/2025Clearstead Trust LLC19,639$365K0.1%-4.2%0.103%
11/10/2025Advisors Preferred LLC114,409$2.13M0.3%-35.9%0.599%
11/7/2025JPMorgan Chase & Co.18,343$341K0.0%+162.7%0.096%
11/6/2025Ameritas Advisory Services LLC3,990$74K0.0%-43.0%0.021%
11/5/2025Prime Capital Investment Advisors LLC44,977$836K0.0%-3.0%0.235%
11/5/2025Seros Financial LLC69,436$1.29M0.2%+32.2%0.364%
11/5/2025Envestnet Asset Management Inc.319,476$5.94M0.0%+0.3%1.673%
11/4/2025Jones Financial Companies Lllp18,845$350K0.0%+63.0%0.099%
11/3/2025Valley Wealth Managers Inc.39,700$738K0.0%+3.7%0.208%
11/3/2025Truist Financial Corp280,820$5.22M0.0%-0.3%1.470%
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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%
10/28/2025Csenge Advisory Group44,698$830K0.0%+24.2%0.234%
10/28/2025Alliance Wealth Management Group233,263$4.33M1.0%+1.5%1.221%
10/27/2025TD Private Client Wealth LLC26,015$483K0.0%+12.3%0.136%
10/24/2025Towercrest Capital Management233,263$4.33M0.7%+1.5%1.221%
10/24/2025 Colorado Capital Management Inc.214,418$3.98M1.5%+3.9%1.123%
10/23/2025Benjamin 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%
10/21/2025Wagner Wealth Management LLC38,011$706K0.2%-5.9%0.199%


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 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: 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), Tcfg Wealth Management LLC ($221.89K), and Curry Webb Wealth Management LLC ($193.70K).

Institutional investors have bought a total of 4,265,349 shares in the last 24 months. This purchase volume represents approximately $78.98M in transactions.

Of the 40 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 2,170,678 shares in the last 24 months. This volume of shares sold represents approximately $39.55M in transactions.


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This page (NYSEARCA:PHB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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