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Invesco BulletShares 2028 High Yield Corporate Bond ETF

47 hedge funds and large institutions have $71.5M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

47% more capital invested

Capital invested by funds: $48.7M → $71.5M (+$22.8M)

31% more funds holding

Funds holding: 3647 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.84% less ownership

Funds ownership: 69.56%64.72% (-4.8%)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$8.21M +$433K +20,736 +6%
Morgan Stanley
2
Morgan Stanley
New York
$6.25M +$4.16M +199,085 +223%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.43M +$733K +35,110 +21%
SIC
4
SFE Investment Counsel
California
$4.43M +$968K +46,349 +29%
LPL Financial
5
LPL Financial
California
$4.41M +$1.36M +65,037 +47%
Wells Fargo
6
Wells Fargo
California
$4.02M +$805K +38,516 +26%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$3.96M +$700K +33,525 +22%
HIP
8
HUB Investment Partners
Texas
$3.78M +$3.07M +146,765 +530%
AA
9
Advisory Alpha
Michigan
$3.35M +$3.24M +154,865 New
BAM
10
Banta Asset Management
California
$3.34M -$68.9K -3,300 -2%
EH
11
Equitable Holdings
New York
$2.3M +$1.52M +72,542 +216%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.29M +$190K +9,083 +9%
Ameriprise
13
Ameriprise
Minnesota
$2M +$140K +6,702 +8%
Jane Street
14
Jane Street
New York
$1.97M -$3.28M -157,018 -63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.95M +$97.3K +4,657 +5%
FTUS
16
Flow Traders U.S.
New York
$1.7M -$241K -11,560 -13%
IF
17
Ironwood Financial
Arizona
$1.2M +$80.8K +3,866 +7%
CA
18
Cetera Advisors
Colorado
$1.19M +$848K +40,614 +284%
MA
19
MONECO Advisors
Connecticut
$1.15M +$47.6K +2,281 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.08M +$1.04M +49,665 New
Osaic Holdings
21
Osaic Holdings
Arizona
$975K +$291K +13,937 +45%
BCM
22
Brookstone Capital Management
Illinois
$788K +$760K +36,382 New
RJA
23
Raymond James & Associates
Florida
$610K +$588K +28,172 New
EWM
24
Empirical Wealth Management
Washington
$605K -$20.5K -983 -3%
Bank of America
25
Bank of America
North Carolina
$597K +$228K +10,905 +65%