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
$138.3M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
117
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MNNew | $25.2M | 1,392,948 |
| 2 | LPL Financial LLCNew | $15.3M | 845,119 |
| 3 | Invesco Ltd.New | $14.2M | 787,610 |
| 4 | MORGAN STANLEYNew | $7.0M | 389,091 |
| 5 | BANK OF AMERICA CORP /DE/New | $5.9M | 327,842 |
| 6 | ENVESTNET ASSET MANAGEMENT INCNew | $5.9M | 325,685 |
| 7 | Revolve Wealth Partners, LLCNew | $5.7M | 313,567 |
| 8 | TRUIST FINANCIAL CORPNew | $5.1M | 283,736 |
| 9 | AMERIPRISE FINANCIAL INCNew | $4.8M | 266,299 |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLCNew | $4.0M | 220,791 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MNNew | +1.4M | $25.2M |
| LPL Financial LLCNew | +845K | $15.3M |
| Invesco Ltd.New | +788K | $14.2M |
| MORGAN STANLEYNew | +389K | $7.0M |
| BANK OF AMERICA CORP /DE/New | +328K | $5.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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, 117 institutions opened new positions in PHB and 0 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.