We are live on ! Find out more
BSJQ icon

Invesco BulletShares 2026 High Yield Corporate Bond ETF

98 hedge funds and large institutions have $195M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 14

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $178M → $195M (+$16.5M)

8% more funds holding

Funds holding: 9198 (+7)

0.68% more ownership

Funds ownership: 63.11%63.8% (+0.68%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
62
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
Insight Wealth Partners
Texas
$13.4M -$179K -7,856 -1%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$13.2M +$852K +37,350 +7%
Wells Fargo
3
Wells Fargo
California
$11.1M +$4.86M +213,026 +77%
IF
4
Ironwood Financial
Arizona
$10.6M +$307K +13,463 +3%
LPL Financial
5
LPL Financial
California
$9.84M +$2.02M +88,574 +26%
CA
6
Cetera Advisors
Colorado
$7.59M +$708K +31,026 +10%
Morgan Stanley
7
Morgan Stanley
New York
$6.91M +$579K +25,384 +9%
SIC
8
SFE Investment Counsel
California
$6.84M +$60.8K +2,663 +0.9%
UBS Group
9
UBS Group
Switzerland
$6.41M +$221K +9,683 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.24M +$288K +12,632 +5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.19M -$110K -4,813 -2%
GGI
12
GPM Growth Investors
Michigan
$5.77M +$586K +25,660 +11%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$5.32M +$356K +15,593 +7%
Jane Street
14
Jane Street
New York
$4.88M -$498K -21,836 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.77M +$2.26M +99,192 +89%
BAM
16
Banta Asset Management
California
$4.27M +$801K +35,085 +23%
AA
17
Advisory Alpha
Michigan
$4.15M +$438K +19,206 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.03M +$1.39M +60,727 +52%
IWM
19
IHT Wealth Management
Illinois
$3.35M -$175K -7,656 -5%
SEEDPG
20
S.E.E.D. Planning Group
New York
$3.11M -$1.81M -79,186 -37%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.95M +$1.2M +52,662 +68%
OPS
22
Orion Portfolio Solutions
Nebraska
$2.95M +$1.2M +52,662 +68%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$2.83M +$226K +9,906 +9%
PFS
24
Prospera Financial Services
Texas
$2.69M +$55.6K +2,436 +2%
Ameriprise
25
Ameriprise
Minnesota
$2.29M +$1.74M +76,041 +301%