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Invesco BulletShares 2028 High Yield Corporate Bond ETF

75 hedge funds and large institutions have $136M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

33% more capital invested

Capital invested by funds: $103M → $136M (+$34M)

25% more funds holding

Funds holding: 6075 (+15)

0.72% less ownership

Funds ownership: 50.8%50.08% (-0.72%)

Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rovin Capital
Arizona
$1.08M +$191K +8,736 +22%
MA
27
MONECO Advisors
Connecticut
$853K -$150K -6,851 -15%
IAS
28
IMA Advisory Services
Colorado
$837K +$825K +37,765 New
AFG
29
Atomi Financial Group
New York
$820K +$87.3K +3,996 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$797K +$46.3K +2,118 +6%
Bank of America
31
Bank of America
North Carolina
$774K -$98.1K -4,491 -11%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$773K +$483K +22,117 +174%
Brown Advisory
33
Brown Advisory
Maryland
$747K +$736K +33,702 New
SWM
34
Segment Wealth Management
Texas
$737K +$5.03K +230 +0.7%
EWM
35
Empirical Wealth Management
Washington
$697K +$3.93K +180 +0.6%
UBS Group
36
UBS Group
Switzerland
$678K -$176K -8,043 -21%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$650K +$641K +29,351 New
BCM
38
Brookstone Capital Management
Illinois
$643K +$19.5K +894 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$633K +$74.8K +3,422 +14%
MML Investors Services
40
MML Investors Services
Massachusetts
$588K +$580K +26,523 New
GI
41
GAMMA Investing
California
$573K +$156K +7,120 +38%
KDA
42
Kraft Davis & Associates
Missouri
$553K -$47.4K -2,169 -8%
Comerica Bank
43
Comerica Bank
Texas
$546K
PAG
44
Private Advisory Group
Washington
$522K -$15.9K -727 -3%
LWA
45
Ledgewood Wealth Advisors
New Hampshire
$516K +$1.95K +89 +0.4%
R
46
Rebalance
California
$515K +$508K +23,248 New
Stifel Financial
47
Stifel Financial
Missouri
$512K +$20.6K +941 +4%
4FG
48
4Thought Financial Group
New York
$461K -$524 -24 -0.1%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$447K +$301K +13,755 +213%
ACM
50
AlphaStar Capital Management
North Carolina
$406K +$6.34K +290 +2%