Who Owns PHB?
INVESCO FUNDAMENTAL — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
117
Total Inst. Value
$160.4M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
32
Closed Positions
16
Increased
22
Decreased
40
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $25.2M | 1,392,948 |
| 2 | Bank of New York Mellon Corp | $24.7M | 1,366,411 |
| 3 | Invesco Ltd. | $14.2M | 787,610 |
| 4 | MORGAN STANLEY | $7.0M | 389,091 |
| 5 | Advisors Preferred, LLC | $6.4M | 352,238 |
| 6 | BANK OF AMERICA CORP /DE/ | $5.9M | 327,842 |
| 7 | Revolve Wealth Partners, LLC | $5.7M | 313,567 |
| 8 | TRUIST FINANCIAL CORP | $5.1M | 283,736 |
| 9 | AMERIPRISE FINANCIAL INC | $4.8M | 266,299 |
| 10 | Towercrest Capital Management | $4.2M | 231,855 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +51K | $25.2M |
| MORGAN STANLEY | +9K | $7.0M |
| Advisors Preferred, LLC | +137K | $6.4M |
| AMERIPRISE FINANCIAL INC | +52K | $4.8M |
| Colorado Capital Management, Inc.New | +202K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -1.4M | $5.9M |
| Bank of New York Mellon Corp | -719K | $24.7M |
| Anfield Capital Management, LLC | -548K | $43K |
| Geneos Wealth Management Inc. | -117K | $74K |
| ENVESTNET ASSET MANAGEMENT INC | -109K | $6K |
Frequently Asked Questions
How many institutional investors hold PHB?
As of Q1 2025, 117 institutional investors report holding PHB (INVESCO FUNDAMENTAL) in their 13F filings.
Which hedge fund owns the most PHB?
The largest institutional holder of PHB is WELLS FARGO & COMPANY/MN with $25.2M in shares.
Are institutions buying or selling PHB?
This quarter, 32 institutions opened new positions in PHB and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.