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Invesco BulletShares 2028 High Yield Corporate Bond ETF

34 hedge funds and large institutions have $31.9M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

90% more capital invested

Capital invested by funds: $16.8M → $31.9M (+$15.1M)

31% more funds holding

Funds holding: 2634 (+8)

24.12% more ownership

Funds ownership: 41.93%66.05% (+24%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.84M +$3.84M +182,999 New
Wells Fargo
2
Wells Fargo
California
$2.65M -$29.3K -1,400 -1%
BAM
3
Banta Asset Management
California
$2.59M +$2.16M +103,150 +508%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.4M +$2.39M +114,132 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.39M +$2.39M +113,997 New
SIC
6
SFE Investment Counsel
California
$2.35M +$518K +24,720 +28%
LPL Financial
7
LPL Financial
California
$2.24M +$1.44M +68,663 +181%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.93M +$115K +5,507 +6%
Morgan Stanley
9
Morgan Stanley
New York
$1.43M -$616K -29,409 -30%
SPIA
10
Steward Partners Investment Advisory
New York
$1.28M +$1.28M +61,058 New
OMC
11
Old Mission Capital
Illinois
$1.12M +$1.12M +53,209 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.09M +$1.05M +50,066 +2,487%
MA
13
MONECO Advisors
Connecticut
$970K +$542K +25,865 +127%
IF
14
Ironwood Financial
Arizona
$893K -$12.4K -590 -1%
EWM
15
Empirical Wealth Management
Washington
$599K +$8.99K +429 +2%
HIP
16
HUB Investment Partners
Texas
$554K +$103K +4,900 +23%
VCM
17
Virtue Capital Management
Tennessee
$469K
ZIM
18
Zacks Investment Management
Illinois
$448K
Osaic Holdings
19
Osaic Holdings
Arizona
$422K +$34.8K +1,662 +9%
CIC
20
Carnegie Investment Counsel
Ohio
$390K +$23.7K +1,133 +7%
ACM
21
Arlington Capital Management
Illinois
$327K +$327K +15,588 New
4FG
22
4Thought Financial Group
New York
$302K -$3.69K -176 -1%
CA
23
Cetera Advisors
Colorado
$297K +$297K +14,156 New
PAG
24
Private Advisor Group
New Jersey
$257K +$256K +12,229 New
FCAG
25
First Capital Advisors Group
New Jersey
$164K +$163K +7,798 New