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Invesco BulletShares 2028 High Yield Corporate Bond ETF

60 hedge funds and large institutions have $103M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

11% more funds holding

Funds holding: 5460 (+6)

8% more capital invested

Capital invested by funds: $95.3M → $103M (+$7.24M)

5.6% less ownership

Funds ownership: 56.4%50.8% (-5.6%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11M +$1.88M +87,371 +21%
SPIA
2
Steward Partners Investment Advisory
New York
$8.56M -$796K -37,083 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.57M +$1.51M +70,469 +25%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$6.8M +$1.24M +57,821 +22%
SIC
5
SFE Investment Counsel
California
$6.49M +$1.21M +56,536 +23%
Morgan Stanley
6
Morgan Stanley
New York
$6.45M +$957K +44,552 +17%
EH
7
Equitable Holdings
New York
$5.35M +$1.77M +82,388 +49%
HIP
8
HUB Investment Partners
Texas
$4.87M -$516K -24,011 -10%
Wells Fargo
9
Wells Fargo
California
$4.62M +$93K +4,331 +2%
AA
10
Advisory Alpha
Michigan
$3.66M +$263K +12,237 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3M +$1.32M +61,304 +78%
Ameriprise
12
Ameriprise
Minnesota
$2.99M +$713K +33,207 +31%
GGI
13
GPM Growth Investors
Michigan
$2.89M +$2.89M +134,736 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.85M +$372K +17,306 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.45M +$367K +17,116 +18%
Jane Street
16
Jane Street
New York
$2.12M -$4.71M -219,587 -69%
IF
17
Ironwood Financial
Arizona
$1.36M +$13.5K +630 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.26M +$59.1K +2,753 +5%
PFS
19
Prospera Financial Services
Texas
$1.24M -$19.3K -897 -2%
FC
20
FCA Corp
Texas
$1.2M +$22.8K +1,061 +2%
RJA
21
Raymond James & Associates
Florida
$1.19M +$189K +8,824 +19%
NA
22
NewEdge Advisors
Louisiana
$1.08M +$46.1K +2,149 +4%
MA
23
MONECO Advisors
Connecticut
$974K -$5.56K -259 -0.6%
RC
24
Rovin Capital
Arizona
$856K +$312K +14,535 +57%
Bank of America
25
Bank of America
North Carolina
$847K +$45.7K +2,129 +6%