PHB Institutional Ownership
Invesco Fundamental High Yield Corporate Bond ETF
1W: -0.4%
1M: -0.5%
3M: -0.5%
YTD: -0.1%
1Y: +5.8%
3Y: +25.0%
5Y: +18.7%
$18.71
Last traded 2026-03-02 — delisted
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — PHB
124
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
195M
Total Invested
15
New Positions
26
Increased
52
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (144 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,601,755 | 67M | -128,997 | -3.5% | 33Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 736,002 | 14M | -1,533 | -0.2% | 32Q | SEC ↗ |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 692,872 | 13M | +11,535 | +1.7% | 9Q | SEC ↗ |
| 4 | LPL Financial LLC | 649,142 | 12M | -202,936 | -23.8% | 33Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 508,854 | 10M | -1,159,404 | -69.5% | 33Q | SEC ↗ |
| 6 | MORGAN STANLEY | 434,468 | 8M | +21,209 | +5.1% | 33Q | SEC ↗ |
| 7 | Revolve Wealth Partners, LLC | 320,350 | 6M | +5,996 | +1.9% | 19Q | SEC ↗ |
| 8 | TRUIST FINANCIAL CORP | 309,537 | 6M | +7,863 | +2.6% | 27Q | SEC ↗ |
| 9 | BLUELINE ADVISORS LLC | 309,012 | 6M | +11,611 | +3.9% | 3Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 306,915 | 6M | +13,440 | +4.6% | 33Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 269,858 | 5M | -1,497 | -0.6% | 15Q | SEC ↗ |
| 12 | Colorado Capital Management, Inc. | 240,471 | 4M | +3,717 | +1.6% | 21Q | SEC ↗ |
| 13 | Curry Webb Wealth Management LLC | 172,639 | 3M | -21,058 | -10.9% | 3Q | SEC ↗ |
| 14 | Vontobel Holding Ltd. | 169,363 | 3M | -468 | -0.3% | 16Q | SEC ↗ |
| 15 | Global Retirement Partners, LLC NEW | 160,215 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 127,490 | 2M | -112,134 | -46.8% | 10Q | SEC ↗ |
| 17 | Asset Allocation Strategies LLC | 118,382 | 2M | -90,132 | -43.2% | 5Q | SEC ↗ |
| 18 | Omega Financial Group, LLC | 103,009 | 2M | -4 | -0.0% | 31Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102,471 | 2M | -8,285 | -7.5% | 7Q | SEC ↗ |
| 20 | ISLAY CAPITAL MANAGEMENT, LLC | 87,277 | 2M | -78,928 | -47.5% | 27Q | SEC ↗ |
| 21 | Lido Advisors, LLC | 75,657 | 1M | -1,414 | -1.8% | 33Q | SEC ↗ |
| 22 | Csenge Advisory Group | 62,466 | 1M | +5,875 | +10.4% | 17Q | SEC ↗ |
| 23 | UBS Group AG | 62,362 | 1M | -41,738 | -40.1% | 33Q | SEC ↗ |
| 24 | Great Waters Wealth Management | 47,569 | 890K | -962 | -2.0% | 15Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 47,447 | 888K | -1,421 | -2.9% | 33Q | SEC ↗ |
| 26 | Highland Investment Advisors LLC NEW | 45,448 | 850K | — | +0.0% | 1Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 44,731 | 837K | +10,656 | +31.3% | 26Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 44,329 | 829K | -726 | -1.6% | 15Q | SEC ↗ |
| 29 | Savvy Advisors, Inc. | 42,612 | 797K | +15,975 | +60.0% | 2Q | SEC ↗ |
| 30 | VALLEY WEALTH MANAGERS, INC. | 42,431 | 794K | -1,415 | -3.2% | 12Q | SEC ↗ |
| 31 | Prime Capital Investment Advisors, LLC | 41,245 | 772K | -1,316 | -3.1% | 13Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 40,875 | 765K | +4,686 | +12.9% | 7Q | SEC ↗ |
| 33 | NWAM LLC | 40,810 | 764K | -3,904 | -8.7% | 5Q | SEC ↗ |
| 34 | Pinnacle Financial Partners, Inc. | 35,972 | 673K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Hyundai Investments Co., Ltd. | 35,885 | 671K | +16,343 | +83.6% | 3Q | SEC ↗ |
| 36 | Wagner Wealth Management, LLC | 35,463 | 664K | -1,112 | -3.0% | 10Q | SEC ↗ |
| 37 | Dynamic Advisor Solutions LLC | 27,402 | 513K | -2,433 | -8.2% | 33Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 25,241 | 472K | -5,896 | -18.9% | 33Q | SEC ↗ |
| 39 | Mariner, LLC | 25,205 | 472K | +9,806 | +63.7% | 2Q | SEC ↗ |
| 40 | JONES FINANCIAL COMPANIES LLLP | 25,024 | 468K | +34 | +0.1% | 9Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 22,854 | 428K | +975 | +4.5% | 10Q | SEC ↗ |
| 42 | McAdam, LLC | 22,491 | 421K | -34,793 | -60.7% | 33Q | SEC ↗ |
| 43 | SILVER OAK SECURITIES, INCORPORATED NEW | 22,465 | 420K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Beacon Pointe Advisors, LLC | 21,885 | 409K | +1,885 | +9.4% | 2Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 20,264 | 379K | -2,222 | -9.9% | 2Q | SEC ↗ |
| 46 | Clearstead Trust, LLC | 19,639 | 367K | — | +0.0% | 13Q | SEC ↗ |
| 47 | &PARTNERS | 18,943 | 354K | +166 | +0.9% | 8Q | SEC ↗ |
| 48 | PRUDENT INVESTORS NETWORK, INC. | 18,523 | 347K | — | +0.0% | 10Q | SEC ↗ |
| 49 | Banque Cantonale Vaudoise | 16,003 | 299K | -1,122 | -6.6% | 6Q | SEC ↗ |
| 50 | Wealth Enhancement Trust Services, Inc | 14,179 | 265K | -1,098 | -7.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 160,215 | 3M |
| Highland Investment Advisors LLC | 45,448 | 850K |
| SILVER OAK SECURITIES, INCORPORATED | 22,465 | 420K |
| StoneX Group Inc. | 13,902 | 260K |
| Code Waechter LLC | 11,944 | 223K |
| COMMERCE BANK | 10,745 | 201K |
| Integrated Wealth Concepts LLC | 3,894 | 73K |
| CX Institutional | 2,503 | 47K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,414 | 45K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,479 | 28K |
| First Bancorp, Inc /ME | 1,032 | 19K |
| MERCER GLOBAL ADVISORS INC /ADV | 486 | 9K |
| Allworth Financial LP | 120 | 2K |
| Institute for Wealth Management, LL | 11 | 0K |
| Russell Investments Group, Ltd. | 1 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MBL Wealth, LLC | 380,269 | 7M |
| CITADEL ADVISORS LLC | 170,220 | 3M |
| Advisors Preferred, LLC | 135,190 | 3M |
| BENJAMIN EDWARDS INC | 112,193 | 2M |
| VALICENTI ADVISORY SERVICES INC | 88,977 | 2M |
| Baird Financial Group, Inc. | 87,529 | 2M |
| Prairiewood Capital, LLC | 82,717 | 2M |
| Seros Financial, LLC | 82,561 | 2M |
| WealthShield Partners, LLC | 58,780 | 1M |
| MOLLER WEALTH PARTNERS | 40,396 | 756K |
| Arkadios Wealth Advisors | 36,437 | 682K |
| Wealthspire Advisors, LLC | 31,269 | 585K |
| Towercrest Capital Management | 20,810 | 389K |
| Alliance Wealth Management Group | 20,810 | 389K |
| STIFEL FINANCIAL CORP | 15,903 | 298K |
| Capital Planning LLC | 11,916 | 223K |
| SCOTIA CAPITAL INC. | 11,244 | 210K |
| AMERIPRISE FINANCIAL INC | 10,467 | 196K |
| Bay Colony Advisory Group, Inc d/b/ | 10,377 | 194K |
| Kestra Advisory Services, LLC | 4,702 | 88K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +21,209 | +5.1% | 434,468 |
| Hyundai Investments Co., Ltd. | +16,343 | +83.6% | 35,885 |
| Savvy Advisors, Inc. | +15,975 | +60.0% | 42,612 |
| ENVESTNET ASSET MANAGEMENT INC | +13,440 | +4.6% | 306,915 |
| BLUELINE ADVISORS LLC | +11,611 | +3.9% | 309,012 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +11,535 | +1.7% | 692,872 |
| OSAIC HOLDINGS, INC. | +10,656 | +31.3% | 44,731 |
| Mariner, LLC | +9,806 | +63.7% | 25,205 |
| TRUIST FINANCIAL CORP | +7,863 | +2.6% | 309,537 |
| Revolve Wealth Partners, LLC | +5,996 | +1.9% | 320,350 |
| Csenge Advisory Group | +5,875 | +10.4% | 62,466 |
| RAYMOND JAMES FINANCIAL INC | +4,686 | +12.9% | 40,875 |
| Colorado Capital Management, Inc. | +3,717 | +1.6% | 240,471 |
| Arax Advisory Partners | +3,441 | +215.5% | 5,038 |
| Farther Finance Advisors, LLC | +3,058 | +360.6% | 3,906 |
| Beacon Pointe Advisors, LLC | +1,885 | +9.4% | 21,885 |
| TD PRIVATE CLIENT WEALTH LLC | +1,196 | +11.7% | 11,381 |
| Cetera Investment Advisers | +975 | +4.5% | 22,854 |
| TCFG WEALTH MANAGEMENT, LLC | +630 | +5.3% | 12,443 |
| Private Advisor Group, LLC | +309 | +3.0% | 10,760 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -1,159,404 | -69.5% | 508,854 |
| LPL Financial LLC | -202,936 | -23.8% | 649,142 |
| Invesco Ltd. | -128,997 | -3.5% | 3,601,755 |
| JANE STREET GROUP, LLC | -112,134 | -46.8% | 127,490 |
| Asset Allocation Strategies LLC | -90,132 | -43.2% | 118,382 |
| ISLAY CAPITAL MANAGEMENT, LLC | -78,928 | -47.5% | 87,277 |
| UBS Group AG | -41,738 | -40.1% | 62,362 |
| McAdam, LLC | -34,793 | -60.7% | 22,491 |
| Curry Webb Wealth Management LLC | -21,058 | -10.9% | 172,639 |
| Tower Research Capital LLC (TRC) | -13,569 | -95.0% | 715 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,285 | -7.5% | 102,471 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,896 | -18.9% | 25,241 |
| NWAM LLC | -3,904 | -8.7% | 40,810 |
| Ausdal Financial Partners, Inc. | -3,096 | -21.2% | 11,537 |
| Dynamic Advisor Solutions LLC | -2,433 | -8.2% | 27,402 |
| FIFTH THIRD BANCORP | -2,222 | -9.9% | 20,264 |
| Cambridge Investment Research Advis | -2,172 | -14.3% | 13,038 |
| UBS AM, a distinct business unit of | -1,768 | -47.6% | 1,946 |
| Bank of New York Mellon Corp | -1,533 | -0.2% | 736,002 |
| BANK OF AMERICA CORP /DE | -1,497 | -0.6% | 269,858 |