Invesco Fundamental High Yield Corporate Bond ETF
PHB

$18.53

0.05%

Market Cap: $569M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

1% less funds holding

Funds holding: 123 [Q1] → 122 (-1) [Q2]

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2.09% less ownership

Funds ownership: 56.55% [Q1] → 54.46% (-2.09%) [Q2]

9% less capital invested

Capital invested by funds: $386M [Q1] → $351M (-$34.2M) [Q2]

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

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Research analyst outlook

We haven’t received any recent analyst ratings for PHB.

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Financial journalist opinion

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) made its debut on 11/15/2007, and is a smart beta exchange traded fund that provides broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

PHB: Unconvincing Junk Bond Strategy

Invesco Fundamental High Yield® Corporate Bond ETF selects high-yield corporate bonds (“junk bonds”) based on fundamental metrics. The PHB ETF is well-diversified and has a relatively high-quality profile in the high-yield corporate bond category. PHB has underperformed a junk bond benchmark since inception and shows moderate decays in price and distributions over the last 10 years.

PHB: Unconvincing Junk Bond Strategy

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Launched on 11/15/2007, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund offering broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

The Invesco Fundamental High Yield Corporate Bond ETF (PHB) made its debut on 11/15/2007, and is a smart beta exchange traded fund that provides broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Launched on 11/15/2007, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund offering broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Zacks Investment Research

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

Designed to provide broad exposure to the High-Yield/Junk Bond ETFs category of the market, the Invesco Fundamental High Yield Corporate Bond ETF (PHB) is a smart beta exchange traded fund launched on 11/15/2007.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

PHB: Unattractive High Yield Fund, Better Alternatives Exist

The Invesco Fundamental High Yield Corporate Bond ETF is a fixed income exchange traded fund that invests in US dollar-denominated high yield corporate bonds. The fund currently has a large allocation to BBB-rated bonds, primarily due to Ford's recent rating upgrade. PHB has a conservative composition with an overweight position in BB-rated bonds, but its performance lags significantly compared to other high yield funds.

PHB: Unattractive High Yield Fund, Better Alternatives Exist

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