I
Invesco Fundamental High Yield Corporate Bond
PHB • ARCA
Invesco Fundamental High Yield Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 109 institutional investors hold shares in this ETF, with total holdings valued at $206.1M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $29.1M.
Overview
Overview of institutional ownership in PHB as of Q3 2025
All Institutions
- Institutions
- 109
- Value Held
- $206.1M
- Shares Held
- 11.1M
- Avg Position
- $1.9M
- Median Position
- $340.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PHB as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $29.1M 0.01% of portfolio |
 Bank of New York Mellon Corp Institution | $26.0M 0.00% of portfolio |
L LPL Financial LLC Institution | $17.5M 0.01% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $12.1M 0.29% of portfolio |
 Invesco Ltd. ETF Provider | $11.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $7.3M 0.00% of portfolio |
 MBL Wealth, LLC RIA/Wealth | $6.6M 0.59% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.9M 0.00% of portfolio |
 Revolve Wealth Partners, LLC RIA/Wealth | $5.9M 0.71% of portfolio |
 BB&T CORP Institution | $5.2M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PHB in Q3 2025
- Traded
- +$396.4K
- Buyers
- 59
- Sellers
- 38
- Total Bought
- +$10.7M
- Total Sold
- −$10.3M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$2.3M +122.9K shares |
S SCOTIA CAPITAL INC. Institution | +$2.1M +113.2K shares |
 Asset Allocation Strategies LLC RIA/Wealth | +$1.4M +76.6K shares |
T Tower Research Capital LLC Institution | +$1.2M +65.6K shares |
 Seros Financial, LLC RIA/Wealth | +$314.1K +16.9K shares |
L LPL Financial LLC Institution | +$293.8K +15.8K shares |
Revolve Wealth Partners, LLC RIA/Wealth | +$254.0K +13.7K shares |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | +$249.1K +13.4K shares |
 JPMORGAN CHASE & CO Institution | +$211.1K +11.4K shares |
 Cetera Investment Advisers RIA/Wealth | +$174.5K +9.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Invesco Ltd. ETF Provider | −$2.8M −151.7K shares |
 Advisors Preferred, LLC Institution | −$1.2M −64.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$963.9K −51.9K shares |
 GOLDMAN SACHS GROUP INC Institution | −$952.9K −51.6K shares |
J JANE STREET GROUP, LLC Institution | −$946.2K −50.9K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$903.0K −48.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$427.0K −23.1K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$404.2K −21.9K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | −$393.2K −21.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$293.7K −15.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PHB in Q3 2025
- New Positions
- 2
- New Value
- $6.2K
- Exited Positions
- 12
- Exited Value
- $3.1M
New Positions
| Institution | Position Value |
|---|---|
R Root Financial Partners, LLC RIA/Wealth | $3.2K 173.0 shares |
 Triumph Capital Management RIA/Wealth | $3.0K 159.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $952.9K 51.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $427.0K 23.1K shares |
Eqis Capital Management, Inc. RIA/Wealth | $404.2K 21.9K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $393.2K 21.3K shares |
O OLD MISSION CAPITAL LLC Institution | $293.7K 15.9K shares |
P | $284.8K 15.4K shares |
 Capital Planning LLC RIA/Wealth | $232.5K 12.6K shares |
 CWM, LLC RIA/Wealth | $55.4K 3.0K shares |
 Federation des caisses Desjardins du Quebec Fund of Funds | $30.5K 1.7K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $29.4K 1.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in PHB as of Q3 2025
- Call Positions
- 1
- Call Value
- $315.9K
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $315.9K 170.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with PHB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 ISLAY CAPITAL MANAGEMENT, LLC RIA/Wealth | 1.82% $3.1M |
 Colorado Capital Management, Inc. RIA/Wealth | 1.74% $4.0M |
 Alliance Wealth Management Group RIA/Wealth | 0.96% $4.3M |
Seros Financial, LLC RIA/Wealth | 0.78% $1.3M |
Asset Allocation Strategies LLC RIA/Wealth | 0.75% $3.8M |
Revolve Wealth Partners, LLC RIA/Wealth | 0.71% $5.9M |
T Towercrest Capital Management RIA/Wealth | 0.70% $4.3M |
 Omega Financial Group, LLC RIA/Wealth | 0.69% $2.1M |
MBL Wealth, LLC RIA/Wealth | 0.59% $6.6M |
 Prairiewood Capital, LLC RIA/Wealth | 0.47% $1.4M |