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Invesco BulletShares 2026 High Yield Corporate Bond ETF

83 hedge funds and large institutions have $158M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 10

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $131M → $158M (+$26.3M)

5% more funds holding

Funds holding: 7983 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 60.77%57.94% (-2.8%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
47
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
Insight Wealth Partners
Texas
$13.4M +$2.31M +101,603 +21%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$11.7M +$764K +33,541 +7%
IF
3
Ironwood Financial
Arizona
$9.72M +$1.32M +57,881 +16%
LPL Financial
4
LPL Financial
California
$8.99M +$2.54M +111,562 +40%
Morgan Stanley
5
Morgan Stanley
New York
$8.33M +$862K +37,841 +12%
SIC
6
SFE Investment Counsel
California
$6.84M +$817K +35,854 +14%
IWC
7
Integrated Wealth Concepts
Massachusetts
$6.72M -$70.3K -3,089 -1%
CA
8
Cetera Advisors
Colorado
$6.3M +$351K +15,392 +6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.83M +$5.6M +245,941 +2,761%
Wells Fargo
10
Wells Fargo
California
$5.54M +$341K +14,973 +7%
GGI
11
GPM Growth Investors
Michigan
$4.9M +$115K +5,064 +2%
UBS Group
12
UBS Group
Switzerland
$4.76M +$309K +13,548 +7%
SEEDPG
13
S.E.E.D. Planning Group
New York
$4.75M +$4.39M +192,627 +1,276%
IWM
14
IHT Wealth Management
Illinois
$3.61M +$611K +26,815 +20%
AA
15
Advisory Alpha
Michigan
$3.35M +$8.61K +378 +0.3%
CP
16
Camelot Portfolios
Ohio
$2.84M +$430K +18,870 +18%
CIC
17
Carnegie Investment Counsel
Ohio
$2.79M -$23.1K -1,013 -0.8%
PFS
18
Prospera Financial Services
Texas
$2.71M +$764K +33,542 +39%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$2.71M +$98K +4,301 +4%
DWM
20
Denver Wealth Management
Colorado
$2.29M +$492K +21,582 +27%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.12M +$536K +23,539 +34%
BAM
22
Banta Asset Management
California
$2.11M +$6.83K +300 +0.3%
SS
23
Sound Stewardship
Kansas
$2.1M +$55.3K +2,429 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2M +$275K +12,071 +16%
Invesco
25
Invesco
Georgia
$1.84M +$1.83M +80,451 New