We are live on ! Find out more
BSJS icon

Invesco BulletShares 2028 High Yield Corporate Bond ETF

26 hedge funds and large institutions have $16.8M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

48% more capital invested

Capital invested by funds: $11.4M → $16.8M (+$5.46M)

24% more funds holding

Funds holding: 2126 (+5)

2.73% more ownership

Funds ownership: 39.2%41.93% (+2.7%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.7M -$231K -10,953 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.06M -$204K -9,672 -9%
SIC
3
SFE Investment Counsel
California
$1.83M +$864K +41,050 +89%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.83M +$1.82M +86,600 New
DWM
5
Denver Wealth Management
Colorado
$1.33M +$1.32M +62,907 New
IF
6
Ironwood Financial
Arizona
$911K +$164K +7,803 +22%
CCP
7
Carmel Capital Partners
California
$909K +$278K +13,215 +44%
LPL Financial
8
LPL Financial
California
$800K -$239K -11,330 -23%
EWM
9
Empirical Wealth Management
Washington
$593K +$160K +7,618 +37%
VCM
10
Virtue Capital Management
Tennessee
$470K +$473K +22,452 New
HIP
11
HUB Investment Partners
Texas
$453K +$452K +21,470 New
ZIM
12
Zacks Investment Management
Illinois
$450K +$449K +21,332 New
BAM
13
Banta Asset Management
California
$435K
MA
14
MONECO Advisors
Connecticut
$429K +$50K +2,377 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$389K +$19.6K +931 +5%
CIC
16
Carnegie Investment Counsel
Ohio
$368K +$8.84K +420 +2%
4FG
17
4Thought Financial Group
New York
$308K -$1.52K -72 -0.5%
Bank of America
18
Bank of America
North Carolina
$221K +$185K +8,774 +513%
UBS Group
19
UBS Group
Switzerland
$128K +$45.7K +2,173 +56%
CAL
20
Capital Analysts LLC
Pennsylvania
$50K +$50.1K +2,379 New
GRP
21
Global Retirement Partners
California
$46.3K +$46.3K +2,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42K +$5.33K +253 +14%
NA
23
NewEdge Advisors
Louisiana
$36.4K -$8.25K -392 -19%
SIC
24
SJS Investment Consulting
Ohio
$28.8K
BAM
25
Belpointe Asset Management
Nevada
$3.14K