INVESCO FUNDAMENTAL HIGH YIE (PHB) Institutional Ownership Changes & 13F Activity

INVESCO FUNDAMENTAL HIGH YIE (PHB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Wells Fargo & Company/Mn, Curry Webb Wealth Management Llc, Jane Street Group, Llc, and Asset Allocation Strategies Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcSell-32-0.3%11,592$212.01KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,885+9.4%21,885$400.28KQ2 2026Aug 18, 2026
Asset Allocation Strategies LlcSell-90,132-43.2%118,382$2.17MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+3,601,7553,601,755$65.88MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,159,404-69.5%508,854$9.31MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-112,134-46.8%127,490$2.33MQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Buy+16,343+83.6%35,885$656.70KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,656+31.3%44,731$818.25KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-8,285-7.5%102,471$1.87MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,686+12.9%40,875$747.60KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-3,096-21.2%11,537$211.02KQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,497-0.6%269,858$4.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,421-2.9%47,447$868.00KQ2 2026Aug 14, 2026
&PartnersBuy+166+0.9%18,943$344.90KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+34+0.1%25,024$457.53KQ2 2026Aug 14, 2026
Curry Webb Wealth Management LlcBuy+172,639172,639$3.16MQ2 2026Aug 13, 2026
Islay Capital Management, LlcSell-78,928-47.5%87,277$1.60MQ2 2026Aug 13, 2026
Ubs Group AgSell-41,738-40.1%62,362$1.14MQ2 2026Aug 13, 2026
Morgan StanleyBuy+21,209+5.1%434,468$7.95MQ2 2026Aug 13, 2026
Mariner, LlcBuy+9,806+63.7%25,205$461.00KQ2 2026Aug 13, 2026
Stonex Group Inc.Buy+13,90213,902$254.27KQ2 2026Aug 12, 2026
Commerce BankBuy+10,74510,745$196.53KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4,4744,474$81.87KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+4,1174,117$75.30KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+975+4.5%22,854$418.00KQ2 2026Aug 12, 2026
Bank Of MontrealSell-37-2.3%1,574$28.79KQ2 2026Aug 12, 2026
Tower Research Capital Llc (Trc)Sell-13,569-95.0%715$13.08KQ2 2026Aug 11, 2026
First Bancorp, IncBuy+1,0321,032$18.88KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+120120$2.19KQ2 2026Aug 11, 2026
Oneascent Financial Services LlcSell-120-1.0%11,785$215.55KQ2 2026Aug 11, 2026
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Frequently asked questions about PHB activity

  • Which institutional owners are buying PHB?

    Institutional owners buying PHB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PHB activity?

    "Buy" means an investor increased their reported position in PHB compared to the prior reporting period. This reflects growing exposure to INVESCO FUNDAMENTAL HIGH YIE (PHB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PHB increasing?

    Institutional interest in PHB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.