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Invesco BulletShares 2026 High Yield Corporate Bond ETF

79 hedge funds and large institutions have $131M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $94.4M → $131M (+$36.9M)

23% more funds holding

Funds holding: 6479 (+15)

10.03% more ownership

Funds ownership: 50.74%60.77% (+10%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
32
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
Insight Wealth Partners
Texas
$10.9M +$10.9M +482,706 New
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$10.8M +$854K +37,881 +9%
IF
3
Ironwood Financial
Arizona
$8.26M +$96.8K +4,298 +1%
Morgan Stanley
4
Morgan Stanley
New York
$7.35M +$1.03M +45,610 +16%
IWC
5
Integrated Wealth Concepts
Massachusetts
$6.68M +$27.3K +1,210 +0.4%
LPL Financial
6
LPL Financial
California
$6.34M +$21.5K +953 +0.3%
SIC
7
SFE Investment Counsel
California
$6.12M +$1.37M +60,879 +30%
CA
8
Cetera Advisors
Colorado
$5.86M +$324K +14,367 +6%
Jane Street
9
Jane Street
New York
$5.6M +$5.03M +223,147 +866%
Wells Fargo
10
Wells Fargo
California
$5.12M +$1.4M +62,183 +38%
GGI
11
GPM Growth Investors
Michigan
$4.71M +$4.72M +209,393 New
UBS Group
12
UBS Group
Switzerland
$4.38M +$827K +36,723 +23%
AA
13
Advisory Alpha
Michigan
$3.29M +$131K +5,826 +4%
IWM
14
IHT Wealth Management
Illinois
$2.95M -$634K -28,134 -18%
CIC
15
Carnegie Investment Counsel
Ohio
$2.77M -$196K -8,704 -7%
RFWA
16
RPg Family Wealth Advisory
Massachusetts
$2.57M +$2.57M +114,194 New
CP
17
Camelot Portfolios
Ohio
$2.37M +$321K +14,248 +16%
HCWM
18
Harrison & Co Wealth Management
Virginia
$2.26M +$53.2K +2,361 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.14M -$17.9K -793 -0.8%
BAM
20
Banta Asset Management
California
$2.05M +$26.5K +1,175 +1%
SS
21
Sound Stewardship
Kansas
$2.01M +$2.01M +89,355 New
PFS
22
Prospera Financial Services
Texas
$1.92M -$220K -9,778 -10%
DWM
23
Denver Wealth Management
Colorado
$1.77M +$1.77M +78,606 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.7M +$504K +22,374 +42%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.67M -$237K -10,527 -12%