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.

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.42%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.7M 127,686 -10,953 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.06M 97,400 -9,672 -9%
SIC
3
SFE Investment Counsel
California
$1.83M 87,157 +41,050 +89%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.83M 86,600 +86,600 New
DWM
5
Denver Wealth Management
Colorado
$1.33M 62,907 +62,907 New
IF
6
Ironwood Financial
Arizona
$911K 43,136 +7,803 +22%
CCP
7
Carmel Capital Partners
California
$909K 43,057 +13,215 +44%
LPL Financial
8
LPL Financial
California
$800K 37,896 -11,330 -23%
EWM
9
Empirical Wealth Management
Washington
$593K 28,097 +7,618 +37%
VCM
10
Virtue Capital Management
Tennessee
$470K 22,452 +22,452 New
HIP
11
HUB Investment Partners
Texas
$453K 21,470 +21,470 New
ZIM
12
Zacks Investment Management
Illinois
$450K 21,332 +21,332 New
BAM
13
Banta Asset Management
California
$435K 20,300
MA
14
MONECO Advisors
Connecticut
$429K 20,344 +2,377 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$389K 18,452 +931 +5%
CIC
16
Carnegie Investment Counsel
Ohio
$368K 17,422 +420 +2%
4FG
17
4Thought Financial Group
New York
$308K 14,571 -72 -0.5%
Bank of America
18
Bank of America
North Carolina
$221K 10,483 +8,774 +513%
UBS Group
19
UBS Group
Switzerland
$128K 6,073 +2,173 +56%
CAL
20
Capital Analysts LLC
Pennsylvania
$50K 2,379 +2,379 New
GRP
21
Global Retirement Partners
California
$46.3K 2,200 +2,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42K 2,013 +253 +14%
NA
23
NewEdge Advisors
Louisiana
$36.4K 1,725 -392 -19%
SIC
24
SJS Investment Consulting
Ohio
$28.8K 1,365
BAM
25
Belpointe Asset Management
Nevada
$3.14K 149