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Invesco BulletShares 2026 High Yield Corporate Bond ETF

113 hedge funds and large institutions have $247M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 27 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

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $195M → $247M (+$52.6M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more funds holding

Funds holding: 98113 (+15)

1.45% more ownership

Funds ownership: 63.8%65.24% (+1.4%)

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
56
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.8M +$15M +658,054 +232%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M +$13.8M +606,791 +199%
LPL Financial
3
LPL Financial
California
$15.8M +$5.61M +246,199 +57%
IWP
4
Insight Wealth Partners
Texas
$13.4M -$292K -12,811 -2%
Wells Fargo
5
Wells Fargo
California
$12.9M +$1.5M +65,679 +13%
IF
6
Ironwood Financial
Arizona
$10.2M -$628K -27,546 -6%
Jane Street
7
Jane Street
New York
$8.86M +$3.81M +167,349 +78%
CA
8
Cetera Advisors
Colorado
$8.68M +$910K +39,936 +12%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.05M +$1.65M +72,218 +26%
SIC
10
SFE Investment Counsel
California
$6.95M -$39.1K -1,716 -0.6%
AC
11
AIFG Consultants
New York
$6.65M +$6.55M +287,344 New
GGI
12
GPM Growth Investors
Michigan
$5.94M +$36.2K +1,590 +0.6%
IWC
13
Integrated Wealth Concepts
Massachusetts
$5.46M -$857K -37,598 -14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.79M -$89.8K -3,943 -2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$4.49M -$935K -41,052 -17%
AA
16
Advisory Alpha
Michigan
$4.44M +$195K +8,568 +5%
BAM
17
Banta Asset Management
California
$4.36M -$6.84K -300 -0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.16M +$40.1K +1,758 +1%
HIP
19
HUB Investment Partners
Texas
$4.15M +$3.07M +134,791 +303%
IWM
20
IHT Wealth Management
Illinois
$3.55M +$125K +5,484 +4%
RC
21
Rovin Capital
Arizona
$2.93M +$2.88M +126,555 New
GRP
22
Global Retirement Partners
California
$2.81M +$2.64M +115,841 +2,133%
PFS
23
Prospera Financial Services
Texas
$2.75M +$3.12K +137 +0.1%
CP
24
Camelot Portfolios
Ohio
$2.74M +$670K +29,421 +33%
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$2.7M -$199K -8,733 -7%