We are live on ! Find out more
BSJQ icon

Invesco BulletShares 2026 High Yield Corporate Bond ETF

197 hedge funds and large institutions have $800M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

8% more funds holding

Funds holding: 182197 (+15)

1.18% more ownership

Funds ownership: 66.97%68.14% (+1.2%)

4% more capital invested

Capital invested by funds: $773M → $800M (+$27.3M)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
31
Increased
82
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
51
49 Wealth Management
Texas
$3.88M +$170K +7,254 +5%
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.71M -$190K -8,138 -5%
RFWA
53
RPg Family Wealth Advisory
Massachusetts
$3.62M -$77.1K -3,296 -2%
HWM
54
HB Wealth Management
Georgia
$3.58M +$2.64M +113,082 +280%
PAG
55
Private Advisor Group
New Jersey
$3.51M -$73.2K -3,130 -2%
AWM
56
Accurate Wealth Management
Florida
$3.21M +$587K +25,109 +22%
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$3.2M +$360K +15,400 +13%
RSA
58
River Street Advisors
Illinois
$3.1M -$221K -9,461 -7%
PWSG
59
Pacific Wealth Strategies Group
California
$2.93M +$586K +25,078 +25%
BFG
60
Beto Financial Group
Idaho
$2.93M +$2.94M +125,896 New
HIP
61
HUB Investment Partners
Texas
$2.93M -$1.07M -45,624 -27%
HWM
62
Horizons Wealth Management
North Carolina
$2.81M +$122K +5,201 +5%
CP
63
Camelot Portfolios
Ohio
$2.49M -$396K -16,925 -14%
CCWP
64
Cedar Cove Wealth Partners
Minnesota
$2.33M +$2.33M +99,693 New
P
65
Paradiem
Louisiana
$2.22M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.19M -$21.9K -938 -1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.17M +$2.17M +92,918 New
NB
68
Northwest Bancshares
Pennsylvania
$2.12M -$28.1K -1,204 -1%
KAS
69
Kestra Advisory Services
Texas
$2.05M +$149K +6,372 +8%
SSWM
70
Strait & Sound Wealth Management
California
$2M +$293K +12,539 +17%
AFA
71
AA Financial Advisors
Ohio
$1.99M +$173K +7,404 +9%
Invesco
72
Invesco
Georgia
$1.93M +$11.2K +479 +0.6%
OMC
73
Old Mission Capital
Illinois
$1.89M +$699K +29,915 +59%
IWA
74
Independent Wealth Advisors
North Carolina
$1.87M +$1.87M +80,156 New
NA
75
NewEdge Advisors
Louisiana
$1.79M +$26.7K +1,142 +2%