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
AFP
101
Ausdal Financial Partners
Iowa
$811K +$239K +10,210 +42%
JWCA
102
J.W. Cole Advisors
Florida
$805K +$54.6K +2,334 +7%
EWM
103
Empirical Wealth Management
Washington
$776K +$20.9K +894 +3%
SB
104
Semitam Bonam
New York
$764K +$55.7K +2,382 +8%
IF
105
IRON Financial
Illinois
$745K +$142K +6,063 +23%
BW
106
BXM Wealth
Colorado
$740K +$353K +15,109 +91%
SPIA
107
Steward Partners Investment Advisory
New York
$725K -$16K -685 -2%
CAL
108
Capital Analysts LLC
Pennsylvania
$707K -$85.4K -3,653 -11%
APW
109
Axim Planning & Wealth
Ohio
$698K +$92.4K +3,953 +15%
LW
110
Livet Wealth
Utah
$686K +$688K +29,407 New
WMWM
111
Wilkins Miller Wealth Management
Alabama
$685K -$77.7K -3,325 -10%
IFG
112
Independent Financial Group
California
$657K +$311K +13,317 +90%
CCM
113
Cloud Capital Management
Washington
$618K +$619K +26,496 New
NWAG
114
Net Worth Advisory Group
Utah
$607K +$195K +8,341 +47%
MWP
115
Meriwether Wealth & Planning
Louisiana
$593K +$538 +23 +0.1%
VAMG
116
Voisard Asset Management Group
Michigan
$587K +$99.2K +4,245 +20%
SIA
117
SkyView Investment Advisors
New Jersey
$584K
GI
118
Gradient Investments
Minnesota
$578K -$122K -5,239 -17%
AUB
119
Atlantic Union Bankshares
Virginia
$575K +$50.3K +2,150 +10%
PAG
120
Private Advisory Group
Washington
$567K -$3.48K -149 -0.6%
EH
121
Equitable Holdings
New York
$567K -$229K -9,812 -29%
DWM
122
Diversify Wealth Management
Utah
$546K -$15.6K -666 -3%
BWM
123
BCS Wealth Management
Tennessee
$535K +$290K +12,392 +118%
FA
124
FF Advisors
California
$519K
4FG
125
4Thought Financial Group
New York
$517K +$28.1K +1,204 +6%