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Invesco BulletShares 2026 High Yield Corporate Bond ETF

117 hedge funds and large institutions have $329M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 18

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more capital invested

Capital invested by funds: $247M → $329M (+$81.7M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.03% more ownership

Funds ownership: 65.24%69.27% (+4%)

4% more funds holding

Funds holding: 113117 (+4)

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
69
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$25.7M +$3.86M +166,778 +18%
Morgan Stanley
2
Morgan Stanley
New York
$23.7M +$2.5M +108,073 +12%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$20.2M +$20.2M +873,282 New
LPL Financial
4
LPL Financial
California
$20M +$4.23M +182,717 +27%
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$14.7M +$14.2M +614,528 +3,376%
Wells Fargo
6
Wells Fargo
California
$14.6M +$1.68M +72,823 +13%
IWP
7
Insight Wealth Partners
Texas
$13.4M -$50.2K -2,169 -0.4%
CA
8
Cetera Advisors
Colorado
$11M +$2.31M +99,901 +27%
Jane Street
9
Jane Street
New York
$9.56M +$678K +29,316 +8%
IF
10
Ironwood Financial
Arizona
$9.07M -$1.18M -50,981 -12%
CAN
11
Cetera Advisor Networks
California
$8.67M +$8.32M +359,800 +2,505%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$8.58M +$509K +22,033 +6%
Bank of America
13
Bank of America
North Carolina
$7.52M +$6.52M +281,883 +661%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$7.5M +$7.48M +323,460 New
SIC
15
SFE Investment Counsel
California
$7.19M +$229K +9,916 +3%
AC
16
AIFG Consultants
New York
$6.66M -$3.54K -153 -0.1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.55M +$1.75M +75,829 +37%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$6M +$1.49M +64,568 +33%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.69M +$220K +9,529 +4%
AA
20
Advisory Alpha
Michigan
$5.05M +$603K +26,061 +14%
HIP
21
HUB Investment Partners
Texas
$4.8M +$641K +27,717 +15%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.39M +$222K +9,587 +5%
RC
23
Rovin Capital
Arizona
$3.65M +$714K +30,877 +24%
GRP
24
Global Retirement Partners
California
$3.64M +$830K +35,873 +30%
IWM
25
IHT Wealth Management
Illinois
$3.52M -$42.2K -1,826 -1%