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Invesco BulletShares 2028 High Yield Corporate Bond ETF

107 hedge funds and large institutions have $217M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 19

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $168M → $217M (+$49.4M)

5% more funds holding

Funds holding: 102107 (+5)

2.6% more ownership

Funds ownership: 54.19%56.79% (+2.6%)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$715K +$15.9K +725 +2%
IAS
52
IMA Advisory Services
Colorado
$698K -$38.6K -1,762 -5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$666K +$121K +5,530 +22%
VWWMG
54
Vermillion & White Wealth Management Group
Pennsylvania
$633K +$641K +29,248 New
Brown Advisory
55
Brown Advisory
Maryland
$629K
BCM
56
Brookstone Capital Management
Illinois
$619K -$34.4K -1,571 -5%
OIM
57
Oder Investment Management
California
$596K +$266K +12,144 +79%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$551K +$72.1K +3,291 +15%
BA
59
Ballew Advisors
Mississippi
$536K +$555K +25,316 New
SNWA
60
Siligmueller & Norvid Wealth Advisors
Illinois
$517K
JP Morgan Chase
61
JP Morgan Chase
New York
$515K +$254K +11,599 +95%
PAG
62
Private Advisory Group
Washington
$511K +$811 +37 +0.2%
KDA
63
Kraft Davis & Associates
Missouri
$495K +$110 +5 +0%
MWP
64
Meriwether Wealth & Planning
Louisiana
$479K +$232K +10,580 +92%
4FG
65
4Thought Financial Group
New York
$467K +$6.11K +279 +1%
PAG
66
Private Advisor Group
New Jersey
$442K +$447K +20,406 New
ACM
67
Altrius Capital Management
North Carolina
$441K +$446K +20,375 New
SI
68
Stephens Inc
Arkansas
$425K +$69.7K +3,180 +19%
TPBG
69
Turning Point Benefit Group
Maryland
$423K +$441K +20,112 New
VBFP
70
Valtinson Bruner Financial Planning
Minnesota
$419K +$97.9K +4,469 +30%
GWM
71
Geneos Wealth Management
Colorado
$415K +$214K +9,751 +103%
LWA
72
Ledgewood Wealth Advisors
New Hampshire
$373K -$144K -6,586 -28%
KOC
73
Koss-Olinger Consulting
Florida
$366K +$11.1K +505 +3%
ACM
74
AlphaStar Capital Management
North Carolina
$360K -$18.2K -830 -5%
Comerica Bank
75
Comerica Bank
Texas
$338K -$206K -9,389 -38%