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Invesco BulletShares 2028 High Yield Corporate Bond ETF

75 hedge funds and large institutions have $136M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

33% more capital invested

Capital invested by funds: $103M → $136M (+$34M)

25% more funds holding

Funds holding: 6075 (+15)

0.72% less ownership

Funds ownership: 50.8%50.08% (-0.72%)

Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.2M +$6.82M +311,996 +61%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.53M +$1.69M +77,223 +22%
Morgan Stanley
3
Morgan Stanley
New York
$9.11M +$2.42M +110,809 +37%
SPIA
4
Steward Partners Investment Advisory
New York
$8.49M -$343K -15,720 -4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.98M +$947K +43,342 +14%
EH
6
Equitable Holdings
New York
$7.31M +$1.76M +80,385 +32%
SIC
7
SFE Investment Counsel
California
$6.93M +$231K +10,583 +4%
Wells Fargo
8
Wells Fargo
California
$6.09M +$1.3M +59,512 +28%
HIP
9
HUB Investment Partners
Texas
$5.31M +$274K +12,526 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.09M +$1.97M +90,022 +64%
AA
11
Advisory Alpha
Michigan
$4.11M +$330K +15,107 +9%
Ameriprise
12
Ameriprise
Minnesota
$3.42M +$321K +14,693 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.17M +$233K +10,654 +8%
GGI
14
GPM Growth Investors
Michigan
$2.93M -$56.2K -2,572 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.77M +$236K +10,807 +9%
Invesco
16
Invesco
Georgia
$2.32M +$2.29M +104,787 New
PFS
17
Prospera Financial Services
Texas
$2.3M +$1M +45,930 +80%
HWM
18
Howard Wealth Management
Connecticut
$1.76M +$1.73M +79,395 New
IF
19
Ironwood Financial
Arizona
$1.65M +$245K +11,229 +18%
OMC
20
Old Mission Capital
Illinois
$1.53M +$1.51M +69,017 New
RJA
21
Raymond James & Associates
Florida
$1.37M +$132K +6,059 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.35M +$49.2K +2,253 +4%
FC
23
FCA Corp
Texas
$1.28M +$38K +1,739 +3%
Jane Street
24
Jane Street
New York
$1.27M -$907K -41,521 -42%
NA
25
NewEdge Advisors
Louisiana
$1.22M +$113K +5,163 +10%