We are live on ! Find out more
BSJQ icon

Invesco BulletShares 2026 High Yield Corporate Bond ETF

136 hedge funds and large institutions have $345M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

16% more funds holding

Funds holding: 117136 (+19)

5% more capital invested

Capital invested by funds: $329M → $345M (+$16M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.33% less ownership

Funds ownership: 69.27%63.94% (-5.3%)

Holders
136
Holders Change
+19
Holders Change %
+16.24%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
73
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.7M +$2.19M +95,020 +9%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$23.7M +$3.6M +156,056 +18%
LPL Financial
3
LPL Financial
California
$23.1M +$3.22M +139,625 +16%
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$16.3M +$1.74M +75,350 +12%
Wells Fargo
5
Wells Fargo
California
$14.9M +$436K +18,892 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.4M +$13.4M +579,010 New
IWP
7
Insight Wealth Partners
Texas
$13.1M -$241K -10,429 -2%
UBS Group
8
UBS Group
Switzerland
$11.7M -$13.9M -600,868 -54%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$10.3M +$2.85M +123,624 +38%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$9.88M +$1.34M +58,218 +16%
IF
11
Ironwood Financial
Arizona
$9.42M +$403K +17,471 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.68M +$1.16M +50,216 +18%
Bank of America
13
Bank of America
North Carolina
$7.68M +$191K +8,253 +3%
SIC
14
SFE Investment Counsel
California
$7.38M +$223K +9,656 +3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$7.34M +$1.37M +59,525 +23%
AC
16
AIFG Consultants
New York
$6.23M -$392K -16,997 -6%
IF
17
Intrua Financial
Texas
$5.41M +$2.56M +110,830 +90%
HIP
18
HUB Investment Partners
Texas
$5.39M +$619K +26,798 +13%
AA
19
Advisory Alpha
Michigan
$5.33M +$306K +13,262 +6%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.97M -$692K -29,962 -12%
GRP
21
Global Retirement Partners
California
$4.32M +$697K +30,189 +19%
IWM
22
IHT Wealth Management
Illinois
$4.07M +$567K +24,556 +16%
RC
23
Rovin Capital
Arizona
$3.8M +$173K +7,489 +5%
GGI
24
GPM Growth Investors
Michigan
$3.67M +$3.67M +159,067 New
Osaic Holdings
25
Osaic Holdings
Arizona
$3.61M -$757K -32,802 -17%