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Invesco BulletShares 2026 High Yield Corporate Bond ETF

136 hedge funds and large institutions have $345M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

16% more funds holding

Funds holding: 117136 (+19)

5% more capital invested

Capital invested by funds: $329M → $345M (+$16M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.33% less ownership

Funds ownership: 69.27%63.94% (-5.3%)

Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
73
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Horizons Wealth Management
North Carolina
$305K +$174K +7,533 +135%
AWA
102
Arete Wealth Advisors
Illinois
$290K +$28.7K +1,243 +11%
WA
103
WESPAC Advisors
California
$276K -$247K -10,705 -47%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$270K +$60K +2,599 +29%
TCA
105
Transcend Capital Advisors
New Jersey
$248K
RGF
106
Retirement Guys Formula
Ohio
$236K +$1.75K +76 +0.7%
FIM
107
Freedom Investment Management
Connecticut
$217K +$217K +9,406 New
GB
108
Goepper Burkhardt
South Carolina
$201K
BWM
109
BCS Wealth Management
Tennessee
$200K +$200K +8,672 New
FF
110
Friedenthal Financial
New Jersey
$196K -$600 -26 -0.3%
CA
111
CoreCap Advisors
Michigan
$192K
GI
112
Gradient Investments
Minnesota
$185K -$29.4K -1,275 -14%
AF
113
Advisornet Financial
Minnesota
$162K +$3.81K +165 +2%
HI
114
Harbour Investments
Wisconsin
$118K +$2.91K +126 +3%
PS
115
Principal Securities
Iowa
$114K -$4.99K -216 -4%
PTC
116
Private Trust Company
Ohio
$110K -$323 -14 -0.3%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$106K +$10.4K +452 +11%
US Bancorp
118
US Bancorp
Minnesota
$101K +$101K +4,384 New
DP
119
Denver PWM
Colorado
$71.6K +$71.7K +3,105 New
FFA
120
Farther Finance Advisors
California
$69K +$36.3K +1,571 +111%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$64.7K +$10.9K +471 +20%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$50K +$11K +475 +28%
AA
123
Ancora Advisors
Ohio
$34.7K +$1.25K +54 +4%
AP
124
Atwood & Palmer
Missouri
$23.1K -$73.9K -3,200 -76%
HFS
125
Horizon Financial Services
North Carolina
$21.7K +$21.7K +941 New