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Invesco BulletShares 2026 High Yield Corporate Bond ETF

171 hedge funds and large institutions have $695M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 96 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

134% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $611M → $695M (+$84.3M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 160171 (+11)

0.16% less ownership

Funds ownership: 66.8%66.64% (-0.16%)

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
18
Increased
96
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$52.1M +$1.41M +60,351 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$50.3M +$1.55M +66,282 +3%
MCP
3
Mirador Capital Partners
California
$37.1M +$2.53M +108,274 +7%
Morgan Stanley
4
Morgan Stanley
New York
$36.7M +$2.29M +97,791 +7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$32.4M +$3.54M +151,661 +12%
LPL Financial
6
LPL Financial
California
$28.3M +$1.87M +80,107 +7%
SFG
7
Sterling Financial Group
California
$28M +$7.74M +331,088 +38%
ATPW
8
Ashton Thomas Private Wealth
Arizona
$26.1M +$11M +468,716 +72%
Wells Fargo
9
Wells Fargo
California
$24.6M +$3.63M +155,476 +17%
JIP
10
Jaffetilchin Investment Partners
Florida
$18.9M +$19M +814,568 New
Legacy Financial Group (Iowa)
11
Legacy Financial Group (Iowa)
Iowa
$17.6M -$337K -14,401 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.9M -$147K -6,281 -0.9%
IWP
13
Insight Wealth Partners
Texas
$13.3M +$145K +6,194 +1%
LFG
14
Larson Financial Group
Missouri
$13.1M +$5.45M +233,298 +70%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$11.4M -$363K -15,548 -3%
IF
16
Ironwood Financial
Arizona
$10.8M +$23.9K +1,024 +0.2%
Bank of America
17
Bank of America
North Carolina
$9.73M +$624K +26,714 +7%
AA
18
Advisory Alpha
Michigan
$8.5M +$1.58M +67,736 +23%
UCFA
19
United Capital Financial Advisors
Texas
$8.32M +$534K +22,854 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$8.07M +$1.95M +83,322 +31%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$7.77M -$397K -16,999 -5%
AWM
22
Avior Wealth Management
Nebraska
$7.76M +$219K +9,380 +3%
SIC
23
SFE Investment Counsel
California
$7.55M -$100K -4,278 -1%
DIM
24
Delta Investment Management
California
$7.49M -$157K -6,699 -2%
Jane Street
25
Jane Street
New York
$7.06M +$2.17M +92,782 +44%