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Invesco BulletShares 2026 High Yield Corporate Bond ETF
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Overview Fund Activity

150 hedge funds and large institutions have $431M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
150
Holders Change
+15
Holders Change %
+11.11%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
23
Increased
82
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIM
1
Delta Investment Management
California
$8.36M
2
AWM
2
Avior Wealth Management
Nebraska
$7.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.8M
4
RSA
4
River Street Advisors
Illinois
$4.58M
5
MCP
5
Mirador Capital Partners
California
$4.22M

Top Sellers

1
GRP
1
Global Retirement Partners
California
$74.7K
2
AI
2
Atria Investments
North Carolina
$0
3
CP
3
Camelot Portfolios
Ohio
$1.96M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.84M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.8M 1,357,351 +241,968 +22%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$27.3M 1,162,265 +132,927 +13%
LPL Financial
3
LPL Financial
California
$26.4M 1,127,134 +123,723 +12%
Wells Fargo
4
Wells Fargo
California
$18.8M 799,937 +152,385 +24%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M 735,307 +156,297 +27%
Legacy Financial Group (Iowa)
6
Legacy Financial Group (Iowa)
Iowa
$16.9M 720,672 +12,591 +2%
UBS Group
7
UBS Group
Switzerland
$15.4M 654,704 +147,417 +29%
IWP
8
Insight Wealth Partners
Texas
$13.3M 565,916 -1,246 -0.2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$12.2M 520,856 +92,554 +22%
IF
10
Ironwood Financial
Arizona
$10.7M 458,025 +49,423 +12%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$9.84M 419,563 -27,521 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.55M 364,711 +31,741 +10%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$8.42M 358,998 +40,779 +13%
DIM
14
Delta Investment Management
California
$8.36M 356,620 +356,620 New
Bank of America
15
Bank of America
North Carolina
$7.95M 339,114 +6,355 +2%
IWM
16
IHT Wealth Management
Illinois
$7.49M 319,131 +142,847 +81%
AWM
17
Avior Wealth Management
Nebraska
$7.36M 313,915 +313,915 New
SIC
18
SFE Investment Counsel
California
$7.24M 308,774 -11,269 -4%
AC
19
AIFG Consultants
New York
$6.8M 289,890 +19,696 +7%
IF
20
Intrua Financial
Texas
$6.35M 270,650 +36,194 +15%
AA
21
Advisory Alpha
Michigan
$6.2M 264,168 +32,897 +14%
HIP
22
HUB Investment Partners
Texas
$5.69M 242,713 +8,940 +4%
LFG
23
Larson Financial Group
Missouri
$5.63M 240,119 +123,853 +107%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.85M 206,616 +50,166 +32%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.79M 204,242 -11,417 -5%
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