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

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$17.82
+0.07 (+0.39%)
(As of 04/26/2024 ET)
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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)
54
Total
Institutional Inflows
(last 12 months)
$85.60M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$68.03M
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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
4/26/2024Prairiewood Capital LLC45,682$828K0.4%+10.0%0.121%
4/23/2024 Global Retirement Partners LLC143,270$2.60M0.1%+5.8%0.380%
4/23/2024 McAdam LLC73,138$1.33M0.1%-2.5%0.194%
4/22/2024 PFG Investments LLC11,682$212K0.0%N/A0.031%
4/22/2024 MBL Wealth LLC310,405$5.63M0.6%-1.3%0.823%
4/18/2024 Omega Financial Group LLC145,468$2.64M1.1%+3.0%0.386%
4/16/2024 Colorado Capital Management Inc.174,003$3.16M1.8%-2.7%0.462%
4/16/2024 Mosley Wealth Management11,277$204K0.2%N/A0.030%
4/15/2024 Revolve Wealth Partners LLC243,351$4.41M0.8%+2.3%0.645%
4/12/2024 Capital Planning LLC21,860$396K0.1%-55.9%0.058%
4/11/2024 Moller Wealth Partners36,481$661K0.2%+4.9%0.115%
4/3/2024 Strategic Advocates LLC87,506$1.59M0.6%+21.7%0.277%
3/1/2024 Transcendent Capital Group LLC1,702$31K0.0%N/A0.005%
2/14/2024Vantage Financial Partners Ltd. Inc.208,743$3.79M1.2%N/A0.661%
2/13/2024Peapack Gladstone Financial Corp18,100$328K0.0%-5.4%0.057%
2/12/2024Scotia Capital Inc.10,468$190K0.0%-6.9%0.033%
2/9/2024ProVise Management Group LLC14,378$261K0.0%+11.8%0.046%
2/9/2024D.A. Davidson & CO.77,123$1.40M0.0%-14.0%0.244%
2/9/2024Wells Fargo & Company MN1,299,234$23.56M0.0%+3.0%4.112%
2/8/2024Towercrest Capital Management225,077$4.08M0.7%-71.2%0.712%
2/8/2024Kingsview Wealth Management LLC30,265$549K0.0%-17.9%0.096%
2/8/2024Foundations Investment Advisors LLC305,090$5.55M0.1%N/A0.965%
2/7/2024 Strategic Advocates LLC71,932$1.30M0.6%-26.4%0.228%
2/7/2024Valley Wealth Managers Inc.40,688$738K0.1%+15.2%0.129%
2/6/2024Benjamin F. Edwards & Company Inc.225,074$4.08M0.1%+244,545.7%0.712%
2/6/2024Benjamin Edwards Inc.35,784$649K0.1%-2.1%0.113%
2/5/2024Islay Capital Management LLC121,528$2.20M1.7%-20.8%0.385%
2/5/2024 McAdam LLC75,048$1.36M0.1%-4.8%0.237%
2/2/2024Truist Financial Corp205,748$3.73M0.0%-5.5%0.651%
2/2/2024Anfield Capital Management LLC257,839$4.68M2.5%+198.8%0.816%
1/30/2024Vontobel Holding Ltd.210,927$3.82M0.0%-9.1%0.667%
1/29/2024Consolidated Portfolio Review Corp11,430$207K0.0%-18.2%0.036%
1/26/2024Geneos Wealth Management Inc.104,236$1.89M0.1%+4,392.9%0.330%
1/24/2024Advisors Preferred LLC223,562$4.04M0.7%N/A0.707%
1/23/2024WealthShield Partners LLC53,248$965K0.2%-6.9%0.169%
1/23/2024 Capital Planning LLC49,527$898K0.3%-77.3%0.157%
1/19/2024Alliance Wealth Management Group225,077$4.08M1.2%N/A0.712%
1/19/2024 Colorado Capital Management Inc.178,903$3.24M2.1%-3.9%0.566%
1/19/2024 Great Waters Wealth Management53,059$956K0.2%-14.5%0.168%
1/18/2024 MBL Wealth LLC314,370$5.70M0.7%+4.6%0.995%
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1/18/2024 Global Retirement Partners LLC135,445$2.46M0.1%+12.5%0.429%
1/18/2024 First National Corp MA ADV17,469$317K0.1%-13.3%0.055%
1/17/2024 ZRC Wealth Management LLC4,000$68K0.0%N/A0.013%
1/16/2024 Raymond James & Associates10,826$196K0.0%N/A0.034%
1/16/2024Prairiewood Capital LLC41,528$753K0.4%+14.6%0.131%
1/12/2024 Revolve Wealth Partners LLC237,924$4.31M0.8%+8.5%0.753%
1/11/2024 Dynamic Advisor Solutions LLC28,484$512K0.0%+8.4%0.090%
1/11/2024 Omega Financial Group LLC141,262$2.56M1.1%-12.2%0.447%
1/10/2024 Moller Financial Services34,779$631K0.2%N/A0.110%
11/15/2023Scotia Capital Inc.11,246$192K0.0%-6.4%0.036%
11/15/2023Lido Advisors LLC118,371$2.02M0.0%-7.9%0.375%
11/14/2023Towercrest Capital Management781,132$13.34M2.6%+1.5%2.472%
11/13/2023LPL Financial LLC554,066$9.46M0.0%+3.5%1.753%
11/13/2023Invesco Ltd.1,956,308$33.41M0.0%-2.2%6.191%
11/13/2023Clearstead Advisors LLC20,500$350K0.0%N/A0.065%
11/13/2023Envestnet Asset Management Inc.652,494$11.15M0.0%+28.6%2.065%
11/9/2023Valley Wealth Managers Inc.35,319$603K0.1%N/A0.112%
11/9/2023Prime Capital Investment Advisors LLC49,303$842K0.0%-4.7%0.156%
11/8/2023 Ausdal Financial Partners Inc.20,693$353K0.0%-2.7%0.065%
11/8/2023HighTower Advisors LLC50,824$860K0.0%+8.2%0.161%
11/8/2023ProVise Management Group LLC12,858$220K0.0%N/A0.041%
11/8/2023D.A. Davidson & CO.89,647$1.53M0.0%-10.6%0.284%
11/7/2023Kingsview Wealth Management LLC36,868$630K0.0%-4.5%0.117%
11/7/2023Clearstead Advisors LLC20,500$350K0.0%N/A0.065%
11/6/2023Anfield Capital Management LLC86,298$1.47M0.7%-65.5%0.273%
11/2/2023Islay Capital Management LLC153,536$2.62M1.6%+35.7%0.486%
11/1/2023Csenge Advisory Group20,091$343K0.0%+7.1%0.064%
11/1/2023Nwam LLC38,785$662K0.1%+4.6%0.123%
10/31/2023 McAdam LLC78,852$1.35M0.1%-6.0%0.250%
10/27/2023 Colorado Capital Management Inc.186,251$3.18M2.4%+1.9%0.589%
10/25/2023WealthShield Partners LLC57,172$976K0.1%+2.1%0.181%
10/24/2023Bank of New York Mellon Corp1,740,678$29.73M0.0%+699.2%5.508%
10/24/2023 Cambridge Investment Research Advisors Inc.40,740$696K0.0%-58.4%0.129%
10/23/2023Commonwealth Equity Services LLC40,612$694K0.0%-22.8%0.129%
10/23/2023 Capital Planning LLC218,517$3.73M1.5%+196.0%0.692%
10/18/2023 Fiduciary Alliance LLC37,449$640K0.1%+3.3%0.119%
10/12/2023Prairiewood Capital LLC36,226$619K0.4%+14.9%0.115%
10/11/2023Geneos Wealth Management Inc.2,320$40K0.0%-88.3%0.007%
10/11/2023 Great Waters Wealth Management62,089$1.05M0.2%-2.4%0.196%
10/11/2023 MBL Wealth LLC300,575$5.13M0.7%-1.9%0.951%
10/11/2023 Dynamic Advisor Solutions LLC26,283$449K0.0%-2.5%0.083%
10/11/2023Vontobel Holding Ltd.231,957$3.96M0.0%-3.2%0.734%
10/11/2023 Omega Financial Group LLC160,915$2.75M1.3%-2.3%0.509%
10/10/2023 Revolve Wealth Partners LLC219,293$3.75M0.9%+12.0%0.694%
10/10/2023National Bank of Canada FI2,200$37K0.0%-99.4%0.007%
10/10/2023 DHJJ Financial Advisors Ltd.5,373$92K0.0%N/A0.017%
10/10/2023 Ameliora Wealth Management Ltd.2,325$40K0.0%N/A0.007%
10/10/2023 SOA Wealth Advisors LLC.3,824$65K0.0%-27.4%0.012%
8/14/2023Eqis Capital Management Inc.32,630$570K0.1%-5.1%0.103%
8/11/2023D.A. Davidson & CO.100,230$1.75M0.0%-26.8%0.317%
The Next Step of Their Control Is Here … (Ad)

Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.

4 simple steps to protect your privacy and money before it’s too late.
8/10/2023Alliance Wealth Management Group769,796$13.46M4.4%+0.9%2.436%
8/10/2023Nwam LLC37,074$648K0.1%+196.3%0.117%
8/9/2023Flow Traders U.S. LLC10,331$181K0.0%-60.8%0.033%
8/9/2023Lido Advisors LLC128,508$2.25M0.0%-7.2%0.407%
8/8/2023Clearstead Trust LLC21,100$369K0.1%N/A0.067%
8/8/2023FAS Wealth Partners Inc.3,936$69K0.0%-50.5%0.012%
8/7/2023Islay Capital Management LLC113,170$1.98M1.7%+316.0%0.358%
8/4/2023Parallel Advisors LLC1,473$26K0.0%-38.0%0.005%
8/4/2023Envestnet Asset Management Inc.507,492$8.87M0.0%+8.3%1.606%
8/4/2023Towercrest Capital Management769,796$13.46M2.5%+0.9%2.436%
(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, 119 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 ($29.73M), Wells Fargo & Company MN ($23.56M), Prudent Investors Network ($23.38M), Evergreen Capital Management LLC ($20.47M), PFS Investments Inc. ($11.25M), and Envestnet Asset Management Inc. ($11.15M).Learn more on PHB's institutional investors.

Which institutional investors have been buying Invesco Fundamental High Yield Corporate Bond ETF stock?

Of the 91 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 ($1.52M), PFS Investments Inc. ($667.50K), Adviser Investments LLC ($563.23K), Envestnet Asset Management Inc. ($457.33K), Kingsview Wealth Management LLC ($401.72K), MBL Wealth LLC ($320.29K), and Foundations Investment Advisors LLC ($305.09K).

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

Institutional investors have bought a total of 9,319,077 shares in the last 24 months. This purchase volume represents approximately $161.79M in transactions.

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

Of the 74 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 ($1.63M), Lazard Asset Management LLC ($1.34M), Prudent Investors Network Inc. ($1.30M), Envestnet Asset Management Inc. ($1.20M), Towercrest Capital Management ($666.84K), Cambridge Investment Research Advisors Inc. ($594.29K), and Wells Fargo & Company MN ($457.78K).

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

Institutional investors have sold a total of 10,236,120 shares in the last 24 months. This volume of shares sold represents approximately $176.97M in transactions.


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This page (NYSEARCA:PHB) was last updated on 4/26/2024 by MarketBeat.com Staff

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