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Invesco BulletShares 2026 High Yield Corporate Bond ETF

197 hedge funds and large institutions have $800M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

8% more funds holding

Funds holding: 182197 (+15)

1.18% more ownership

Funds ownership: 66.97%68.14% (+1.2%)

4% more capital invested

Capital invested by funds: $773M → $800M (+$27.3M)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
31
Increased
82
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Mirador Capital Partners
California
$77.7M +$6.85M +293,174 +10%
LPL Financial
2
LPL Financial
California
$55.8M +$5.06M +216,248 +10%
UBS Group
3
UBS Group
Switzerland
$55.2M -$961K -41,092 -2%
Morgan Stanley
4
Morgan Stanley
New York
$36.2M -$492K -21,038 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$28M -$8.5M -363,773 -23%
Raymond James Financial
6
Raymond James Financial
Florida
$26.1M -$5.44M -232,484 -17%
Wells Fargo
7
Wells Fargo
California
$24.1M -$1.05M -45,043 -4%
DIM
8
Delta Investment Management
California
$23.2M -$619K -26,477 -3%
JIP
9
Jaffetilchin Investment Partners
Florida
$21.2M +$391K +16,712 +2%
CFO
10
Collective Family Office
Pennsylvania
$17.2M +$1.38M +58,951 +9%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$16.7M +$16.5K +707 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.6M -$199K -8,524 -1%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$12.6M +$684K +29,241 +6%
LFG
14
Larson Financial Group
Missouri
$12.1M -$697K -29,822 -5%
AI
15
Atria Investments
North Carolina
$11.6M +$1.66M +70,969 +17%
Mariner
16
Mariner
Kansas
$10.8M +$770K +32,914 +8%
Bank of America
17
Bank of America
North Carolina
$10.4M -$28.9K -1,237 -0.3%
CP
18
Cornerstone Planning
North Carolina
$10.2M +$10.2M +436,296 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.2M +$606K +25,932 +6%
AA
20
Advisory Alpha
Michigan
$10M -$24.2K -1,033 -0.2%
IF
21
Ironwood Financial
Arizona
$9.96M -$1.06M -45,410 -10%
UCFA
22
United Capital Financial Advisors
Texas
$9.54M +$1.32M +56,630 +16%
PWM
23
Parkway Wealth Management
Texas
$9.04M +$9.06M +387,381 New
LWL
24
Leo Wealth LLC
Texas
$8.48M +$8.5M +363,358 New
Lido Advisors
25
Lido Advisors
California
$8.23M +$1.42M +60,546 +21%