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