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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Jane Street Group, Llc, Citadel Advisors Llc, Scotia Capital Inc., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+30,640+1.9%1,668,258$29.93MQ1 2026Jul 08, 2026
Soa Wealth Advisors, Llc.Sell-2,028-55.1%1,653$29.65KQ1 2026May 20, 2026
Arkadios Wealth AdvisorsBuy+36,437—36,437$653.68KQ1 2026May 18, 2026
Bank Of America CorpBuy+3,577+1.3%271,355$4.87MQ1 2026May 18, 2026
Citadel Advisors LlcBuy+170,220—170,220$3.05MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+20,000—20,000$358.80KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-19,311-36.2%34,075$611.39KQ1 2026May 15, 2026
Morgan StanleyBuy+9,687+2.4%413,259$7.41MQ1 2026May 15, 2026
Strategic Advocates LlcSell-7,843-99.6%31$556.00Q1 2026May 15, 2026
Susquehanna International Group, LlpSell-6,046-5.2%110,756$1.99MQ1 2026May 15, 2026
Hyundai Investments Co., Ltd.Sell-4,777-19.6%19,542$347.65KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+1,419+6.0%24,990$444.33KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-738-4.9%14,284$256.25KQ1 2026May 15, 2026
&PartnersSell-468-2.4%18,777$336.86KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-93-0.2%48,868$876.00KQ1 2026May 15, 2026
Fmr LlcBuy+15+2.3%656$11.78KQ1 2026May 15, 2026
Raymond James Financial IncSell-50,521-58.3%36,189$649.24KQ1 2026May 14, 2026
Evergreen Capital Management LlcBuy+12,756+1.9%681,337$12.22MQ1 2026May 14, 2026
Islay Capital Management, LlcSell-10,308-5.8%166,205$2.98MQ1 2026May 14, 2026
Pinnacle Financial Partners, Inc.Buy+784+2.2%35,972$645.34KQ1 2026May 14, 2026
Cetera Investment AdvisersSell-188,823-89.6%21,879$392.52KQ1 2026May 13, 2026
Scotia Capital Inc.Sell-124,250-91.7%11,244$201.72KQ1 2026May 13, 2026
Mariner, LlcBuy+15,399—15,399$276.26KQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcSell-1,611-30.3%3,714$66.63KQ1 2026May 13, 2026
Lido Advisors, LlcSell-722-0.9%77,071$1.38MQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+6+0.4%1,358$24.36KQ1 2026May 13, 2026
Arax Advisory PartnersBuy+2+0.1%1,597$28.66KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+174,654+268.8%239,624$4.30MQ1 2026May 12, 2026
Omega Financial Group, LlcSell-5,558-5.1%103,013$1.85MQ1 2026May 12, 2026
Ausdal Financial Partners, Inc.Sell-394-2.6%14,633$262.52KQ1 2026May 12, 2026
Showing 30 of 102

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.