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Invesco BulletShares 2028 High Yield Corporate Bond ETF

102 hedge funds and large institutions have $168M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

36% more funds holding

Funds holding: 75102 (+27)

23% more capital invested

Capital invested by funds: $136M → $168M (+$31.5M)

4.11% more ownership

Funds ownership: 50.08%54.19% (+4.1%)

Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
46
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
76
Meriwether Wealth & Planning
Louisiana
$251K +$254K +11,556 New
NWAG
77
Net Worth Advisory Group
Utah
$250K +$12K +546 +5%
PWSG
78
Pacific Wealth Strategies Group
California
$249K
GJIA
79
Glass Jacobson Investment Advisors
Maryland
$247K +$250K +11,389 New
JWCA
80
J.W. Cole Advisors
Florida
$243K +$246K +11,196 New
SSWM
81
Strait & Sound Wealth Management
California
$228K +$231K +10,508 New
SRC
82
Shufro Rose & Co
New York
$217K
GWM
83
Geneos Wealth Management
Colorado
$205K +$207K +9,438 New
LFG
84
Larson Financial Group
Missouri
$166K -$8.05K -366 -5%
HWM
85
Horizons Wealth Management
North Carolina
$88.8K +$41.4K +1,882 +85%
BlackRock
86
BlackRock
New York
$84.5K +$85.7K +3,899 New
IA
87
IFP Advisors
Florida
$59.3K +$60.1K +2,734 New
DP
88
Denver PWM
Colorado
$49.9K +$50.6K +2,300 New
HFS
89
Horizon Financial Services
North Carolina
$41.9K +$42.5K +1,932 New
PS
90
Principal Securities
Iowa
$40K +$40.5K +1,843 New
AA
91
Ancora Advisors
Ohio
$35.3K +$1.19K +54 +3%
TCM
92
Tradewinds Capital Management
Washington
$25.8K -$2.88K -131 -10%
AWM
93
Avior Wealth Management
Nebraska
$14.9K +$15.1K +686 New
ACA
94
Aptus Capital Advisors
Alabama
$9.76K
GWANC
95
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.76K
AIM
96
Anchor Investment Management
South Carolina
$9.21K
PTC
97
Private Trust Company
Ohio
$7.61K +$7.72K +351 New
WWM
98
Wolff Wiese Magana
California
$5.79K +$5.87K +267 New
AFG
99
Albion Financial Group
Utah
$5.42K +$5.5K +250 New
AF
100
Advisornet Financial
Minnesota
$607