Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (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
Compare

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$79.63M
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
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%
5/20/2026SOA 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%
5/5/2026Nwam 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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/4/2026Valley Wealth Managers Inc.42,005$781K0.1%+5.8%0.207%
2/4/2026Nwam 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%
1/28/2026Omega Financial Group LLC108,571$2.02M0.7%-1.7%0.535%
1/27/2026Evergreen Capital Management LLC668,581$12.44M0.3%+2.9%3.294%
1/27/2026Friedenthal Financial9,031$168K0.1%-8.0%0.044%
1/27/2026Wealth Enhancement Trust Services Inc.13,598$253K0.0%N/A0.067%
1/26/2026Prairiewood Capital LLC82,717$1.54M0.5%+8.7%0.407%
1/23/2026Colorado Capital Management Inc.220,747$4.11M1.5%+3.0%1.087%
1/23/2026Capital & 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%
1/21/2026MBL Wealth LLC380,269$7.07M0.6%+6.4%1.873%
1/20/2026Revolve Wealth Partners LLC331,072$6.16M0.7%+3.7%1.631%
1/15/2026Great 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%
11/12/2025Omega 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%
10/29/2025FAS Wealth Partners Inc.3,937$73K0.0%-13.6%0.021%
10/28/2025Evergreen 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
10/24/2025Colorado 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%
10/17/2025Sowell Financial Services LLC11,582$215K0.0%-11.7%0.061%
10/16/2025MBL Wealth LLC357,336$6.64M0.6%+1.6%1.871%
10/15/2025Vontobel Holding Ltd.167,861$3.12M0.0%+0.8%0.879%
10/14/2025Revolve Wealth Partners LLC319,158$5.93M0.7%+4.5%1.671%


PHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 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 4,300,627 shares in the last 24 months. This purchase volume represents approximately $79.63M 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 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel