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Invesco BulletShares 2026 High Yield Corporate Bond ETF

117 hedge funds and large institutions have $329M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 18

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more capital invested

Capital invested by funds: $247M → $329M (+$81.7M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.03% more ownership

Funds ownership: 65.24%69.27% (+4%)

4% more funds holding

Funds holding: 113117 (+4)

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
69
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Ballew Advisors
Mississippi
$1.12M +$265K +11,474 +31%
SS
52
Sound Stewardship
Kansas
$1.11M -$924K -39,956 -46%
FC
53
FCA Corp
Texas
$1.07M +$113K +4,884 +12%
AWS
54
Atria Wealth Solutions
New York
$1.06M +$154K +6,657 +17%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.05M +$110K +4,773 +12%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.05M +$110K +4,773 +12%
MA
57
MONECO Advisors
Connecticut
$1.03M -$219K -9,462 -18%
MML Investors Services
58
MML Investors Services
Massachusetts
$998K -$28K -1,213 -3%
IF
59
IRON Financial
Illinois
$984K +$13.6K +586 +1%
Brown Advisory
60
Brown Advisory
Maryland
$977K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$944K -$7.45K -322 -0.8%
KAS
62
Kestra Advisory Services
Texas
$911K +$909K +39,317 New
TSWM
63
Tyler-Stone Wealth Management
Ohio
$908K +$111K +4,812 +14%
MOS
64
MGO One Seven
Ohio
$777K +$246K +10,638 +46%
LFG
65
Larson Financial Group
Missouri
$777K +$746K +32,261 +2,569%
BCM
66
Brookstone Capital Management
Illinois
$692K -$121K -5,238 -15%
AF
67
Allworth Financial
California
$685K +$139 +6 +0%
EWM
68
Empirical Wealth Management
Washington
$647K +$27K +1,167 +4%
CAL
69
Capital Analysts LLC
Pennsylvania
$630K +$81.3K +3,514 +15%
GWM
70
Geneos Wealth Management
Colorado
$598K +$124K +5,378 +26%
Comerica Bank
71
Comerica Bank
Texas
$548K +$182K +7,888 +50%
WRPWM
72
Werba Rubin Papier Wealth Management
California
$537K +$251K +10,855 +88%
NRI
73
NFP Retirement Inc
California
$534K +$9.09K +393 +2%
WA
74
WESPAC Advisors
California
$526K -$38.4K -1,660 -7%
4FG
75
4Thought Financial Group
New York
$455K +$42.6K +1,844 +10%