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Invesco BulletShares 2028 High Yield Corporate Bond ETF

21 hedge funds and large institutions have $11.4M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $11.5M → $11.4M (-$150K)

8.5% less ownership

Funds ownership: 47.69%39.2% (-8.5%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.87M +$725K +34,873 +34%
Morgan Stanley
2
Morgan Stanley
New York
$2.21M +$729K +35,093 +49%
LPL Financial
3
LPL Financial
California
$1.02M -$38.5K -1,853 -4%
SIC
4
SFE Investment Counsel
California
$989K +$958K +46,107 New
IF
5
Ironwood Financial
Arizona
$731K +$734K +35,333 New
CCP
6
Carmel Capital Partners
California
$617K +$371K +17,830 +148%
EWM
7
Empirical Wealth Management
Washington
$424K +$426K +20,479 New
BAM
8
Banta Asset Management
California
$420K +$75.9K +3,650 +22%
MA
9
MONECO Advisors
Connecticut
$372K -$30.2K -1,453 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$363K +$31.5K +1,516 +9%
CIC
11
Carnegie Investment Counsel
Ohio
$352K +$46.5K +2,239 +15%
4FG
12
4Thought Financial Group
New York
$303K +$9.98K +480 +3%
SPWM
13
Straight Path Wealth Management
Michigan
$274K -$256K -12,294 -48%
Jane Street
14
Jane Street
New York
$215K -$3.37M -162,366 -94%
UBS Group
15
UBS Group
Switzerland
$80.7K -$6.24K -300 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36K
Bank of America
17
Bank of America
North Carolina
$35.4K -$17.2K -826 -33%
SIC
18
SJS Investment Consulting
Ohio
$28.2K
NA
19
NewEdge Advisors
Louisiana
$9.34K +$44K +2,117 New
BAM
20
Belpointe Asset Management
Nevada
$3.07K +$3.1K +149 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$62 -$1.91K -92 -97%
WI
22
WrapManager Inc
California
-$468K -23,272 Closed
FTUS
23
Flow Traders U.S.
New York
-$377K -18,769 Closed
BCPWM
24
Bradley & Co Private Wealth Management
Florida
-$44K -2,190 Closed