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Invesco BulletShares 2028 High Yield Corporate Bond ETF

47 hedge funds and large institutions have $71.5M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

47% more capital invested

Capital invested by funds: $48.7M → $71.5M (+$22.8M)

31% more funds holding

Funds holding: 3647 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.84% less ownership

Funds ownership: 69.56%64.72% (-4.8%)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
26
Kraft Davis & Associates
Missouri
$570K +$551K +26,386 New
ACM
27
Arlington Capital Management
Illinois
$520K +$57.2K +2,739 +13%
UBS Group
28
UBS Group
Switzerland
$512K +$340K +16,261 +221%
4FG
29
4Thought Financial Group
New York
$411K +$92.2K +4,415 +30%
LWA
30
Ledgewood Wealth Advisors
New Hampshire
$385K +$371K +17,755 New
ACM
31
AlphaStar Capital Management
North Carolina
$378K +$365K +17,455 New
FC
32
FCA Corp
Texas
$349K +$99.6K +4,767 +42%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$332K +$320K +15,319 New
Stifel Financial
34
Stifel Financial
Missouri
$295K +$285K +13,640 New
RC
35
Rovin Capital
Arizona
$285K +$275K +13,180 New
SWM
36
Segment Wealth Management
Texas
$274K
PAG
37
Private Advisor Group
New Jersey
$249K -$15.1K -721 -6%
CAL
38
Capital Analysts LLC
Pennsylvania
$144K +$44.4K +2,125 +47%
NA
39
NewEdge Advisors
Louisiana
$54.8K +$17.6K +844 +50%
HWM
40
Horizons Wealth Management
North Carolina
$47.9K
GRP
41
Global Retirement Partners
California
$35.3K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$33K +$31.6K +1,512 New
AF
43
Allworth Financial
California
$25.9K
GI
44
Gradient Investments
Minnesota
$14.5K +$14K +669 New
MTIC
45
Missouri Trust & Investment Company
Missouri
$4.83K -$1.88K -90 -29%
SIC
46
Salem Investment Counselors
North Carolina
$650 +$627 +30 New
AF
47
Advisornet Financial
Minnesota
$606
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$501K -23,954 Closed
VCM
49
Virtue Capital Management
Tennessee
-$469K -22,452 Closed