We are live on ! Find out more
BSJQ icon

Invesco BulletShares 2026 High Yield Corporate Bond ETF

64 hedge funds and large institutions have $94.4M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $86.9M → $94.4M (+$7.56M)

7% more funds holding

Funds holding: 6064 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 52.14%50.74% (-1.4%)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$9.65M +$618K +27,094 +7%
IF
2
Ironwood Financial
Arizona
$7.94M +$745K +32,657 +10%
IWC
3
Integrated Wealth Concepts
Massachusetts
$6.47M +$6.06M +265,586 +884%
Morgan Stanley
4
Morgan Stanley
New York
$6.15M +$1.89M +82,716 +42%
LPL Financial
5
LPL Financial
California
$6.14M +$2.76M +121,127 +76%
CA
6
Cetera Advisors
Colorado
$5.38M +$432K +18,949 +8%
SIC
7
SFE Investment Counsel
California
$4.48M +$1.57M +68,658 +51%
Wells Fargo
8
Wells Fargo
California
$3.61M -$8.77M -384,411 -70%
IWM
9
IHT Wealth Management
Illinois
$3.48M +$2.07M +90,866 +133%
UBS Group
10
UBS Group
Switzerland
$3.45M +$497K +21,799 +16%
AA
11
Advisory Alpha
Michigan
$3.07M +$81.6K +3,580 +3%
CIC
12
Carnegie Investment Counsel
Ohio
$2.88M +$612K +26,844 +26%
HCWM
13
Harrison & Co Wealth Management
Virginia
$2.15M -$142K -6,235 -6%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.1M +$2.19M +96,009 New
PFS
15
Prospera Financial Services
Texas
$2.08M +$150K +6,560 +7%
CP
16
Camelot Portfolios
Ohio
$1.99M -$1.24M -54,343 -37%
BAM
17
Banta Asset Management
California
$1.97M -$43.3K -1,900 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.86M +$716K +31,381 +59%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.57M -$15.8K -694 -1%
Citadel Advisors
20
Citadel Advisors
Florida
$1.46M +$138K +6,045 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.2M +$71K +3,113 +6%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.16M +$798K +34,999 +195%
NA
23
NewEdge Advisors
Louisiana
$1.15M +$59.7K +2,617 +5%
Stifel Financial
24
Stifel Financial
Missouri
$1.11M +$771K +33,802 +199%
MA
25
MONECO Advisors
Connecticut
$1M +$1.05M +45,872 New