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Invesco BulletShares 2027 High Yield Corporate Bond ETF

70 hedge funds and large institutions have $106M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
38
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.72M 392,005 +74,170 +23%
Wells Fargo
2
Wells Fargo
California
$8.71M 391,370 +244,831 +167%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.07M 272,815 +67,377 +33%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$5.74M 258,040 +57,203 +28%
Morgan Stanley
5
Morgan Stanley
New York
$5.69M 255,780 -140,334 -35%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.68M 255,441 +255,441 New
SIC
7
SFE Investment Counsel
California
$5.2M 233,881 +7,795 +3%
CA
8
Cetera Advisors
Colorado
$5.13M 230,440 +25,372 +12%
IF
9
Ironwood Financial
Arizona
$4.51M 202,877 +7,368 +4%
AA
10
Advisory Alpha
Michigan
$4.02M 180,822 +2,881 +2%
RC
11
Rovin Capital
Arizona
$3.04M 136,752 +16,591 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.87M 128,996 -80,761 -39%
P
13
Paradiem
Louisiana
$2.39M 107,532 +107,532 New
Ameriprise
14
Ameriprise
Minnesota
$2.35M 105,164 +13,804 +15%
IAS
15
IMA Advisory Services
Colorado
$2.04M 91,811 +23,423 +34%
SEEDPG
16
S.E.E.D. Planning Group
New York
$1.93M 86,623 +86,623 New
PFS
17
Prospera Financial Services
Texas
$1.84M 82,879 -213 -0.3%
Stifel Financial
18
Stifel Financial
Missouri
$1.8M 81,030 +9,463 +13%
Jane Street
19
Jane Street
New York
$1.75M 78,623 -231,317 -75%
EH
20
Equitable Holdings
New York
$1.74M 78,199 -8,018 -9%
FTUS
21
Flow Traders U.S.
New York
$1.69M 76,019 -17,426 -19%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.31M 58,855 +6,728 +13%
OPS
23
Orion Portfolio Solutions
Nebraska
$1.31M 58,855 +6,728 +13%
UBS Group
24
UBS Group
Switzerland
$1.29M 58,042 +37,891 +188%
HIP
25
HUB Investment Partners
Texas
$1.28M 57,519 +6,625 +13%