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

Invesco Fundamental High Yield Corporate Bond ETF logo
$18.27 +0.03 (+0.16%)
As of 06/4/2026
Compare

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$73.96M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$34.95M
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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
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%
5/19/2026 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%
4/24/2026Tcfg Wealth Management LLC12,443$225K0.1%+5.3%0.061%
4/23/2026Asset Allocation Strategies LLC208,514$3.74M0.7%-29.8%1.027%
4/20/2026 Banque Cantonale Vaudoise17,125$307K0.0%+56.3%0.084%
2/19/2026Invesco Ltd.2,467,545$45.90M0.0%+288.3%12.155%
2/17/2026 Cetera 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%
2/16/2026 Arax Advisory Partners1,595$30K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC4,702$87K0.0%N/A0.023%
2/13/2026Ausdal 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%
2/13/2026UBS 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%
2/12/2026 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%
2/9/2026Kingsview Wealth Management LLC11,614$216K0.0%-12.5%0.057%
2/6/2026 Global 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%
2/6/2026 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%
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%
11/26/2025Strategic 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%
11/14/2025 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%
11/13/2025Invesco Ltd.635,467$11.81M0.0%-19.3%3.327%
11/13/2025UBS Group AG44,500$827K0.0%+1.9%0.233%
11/13/2025 Banque 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%
11/10/2025 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%
11/6/2025Ameritas 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%
11/5/2025Seros 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%
11/4/2025Jones 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%
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10/29/2025 FAS 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%
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%
10/21/2025 Global 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%


PHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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), Tcfg Wealth Management LLC ($221.89K), Curry Webb Wealth Management LLC ($193.70K), and Global Retirement Partners LLC ($164.78K).

Institutional investors have bought a total of 3,993,407 shares in the last 24 months. This purchase volume represents approximately $73.96M in transactions.

Of the 34 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), Alliance Wealth Management Group ($212.45K), Towercrest Capital Management ($212.45K), Cetera Investment Advisers ($188.82K), Invesco Ltd. ($151.73K), Ameriprise Financial Inc. ($97.68K), and Asset Allocation Strategies LLC ($88.44K).

Institutional investors have sold a total of 1,921,916 shares in the last 24 months. This volume of shares sold represents approximately $34.95M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PHB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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