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Invesco BulletShares 2026 High Yield Corporate Bond ETF

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

134% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 35

25% more capital invested

Capital invested by funds: $345M → $431M (+$85.6M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more funds holding

Funds holding: 136150 (+14)

2.11% less ownership

Funds ownership: 63.94%61.83% (-2.1%)

Holders
150
Holders Change
+14
Holders Change %
+10.29%
% of All Funds
2.15%
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
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.8M +$5.64M +241,968 +22%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$27.3M +$3.1M +132,927 +13%
LPL Financial
3
LPL Financial
California
$26.4M +$2.88M +123,723 +12%
Wells Fargo
4
Wells Fargo
California
$18.8M +$3.55M +152,385 +24%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M +$3.64M +156,297 +27%
Legacy Financial Group (Iowa)
6
Legacy Financial Group (Iowa)
Iowa
$16.9M +$293K +12,591 +2%
UBS Group
7
UBS Group
Switzerland
$15.4M +$3.43M +147,417 +29%
IWP
8
Insight Wealth Partners
Texas
$13.3M -$29K -1,246 -0.2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$2.16M +92,554 +22%
IF
10
Ironwood Financial
Arizona
$10.7M +$1.15M +49,423 +12%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$9.84M -$641K -27,521 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.55M +$739K +31,741 +10%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$8.42M +$950K +40,779 +13%
DIM
14
Delta Investment Management
California
$8.36M +$8.31M +356,620 New
Bank of America
15
Bank of America
North Carolina
$7.95M +$148K +6,355 +2%
IWM
16
IHT Wealth Management
Illinois
$7.49M +$3.33M +142,847 +81%
AWM
17
Avior Wealth Management
Nebraska
$7.36M +$7.31M +313,915 New
SIC
18
SFE Investment Counsel
California
$7.24M -$262K -11,269 -4%
AC
19
AIFG Consultants
New York
$6.8M +$459K +19,696 +7%
IF
20
Intrua Financial
Texas
$6.35M +$843K +36,194 +15%
AA
21
Advisory Alpha
Michigan
$6.2M +$766K +32,897 +14%
HIP
22
HUB Investment Partners
Texas
$5.69M +$208K +8,940 +4%
LFG
23
Larson Financial Group
Missouri
$5.63M +$2.88M +123,853 +107%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.85M +$1.17M +50,166 +32%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.79M -$266K -11,417 -5%