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Invesco BulletShares 2028 High Yield Corporate Bond ETF

102 hedge funds and large institutions have $168M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

36% more funds holding

Funds holding: 75102 (+27)

23% more capital invested

Capital invested by funds: $136M → $168M (+$31.5M)

4.11% more ownership

Funds ownership: 50.08%54.19% (+4.1%)

Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
46
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.9M +$1.07M +48,556 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.94M +$1.04M +47,163 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.32M -$4.73K -215 -0.1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.12M +$3.18M +144,747 +63%
EH
5
Equitable Holdings
New York
$8.11M +$979K +44,548 +14%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$7.69M -$124K -5,637 -2%
SIC
7
SFE Investment Counsel
California
$7.51M +$738K +33,580 +11%
Wells Fargo
8
Wells Fargo
California
$7.24M +$1.3M +59,248 +22%
SPIA
9
Steward Partners Investment Advisory
New York
$7.13M -$1.19M -54,192 -14%
Raymond James Financial
10
Raymond James Financial
Florida
$5.9M +$5.98M +272,190 New
HIP
11
HUB Investment Partners
Texas
$5.28M +$93.7K +4,263 +2%
RC
12
Rovin Capital
Arizona
$4.22M +$3.21M +146,247 +301%
AA
13
Advisory Alpha
Michigan
$4.04M +$12K +547 +0.3%
GGI
14
GPM Growth Investors
Michigan
$3.92M +$1.07M +48,767 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.86M +$1.16M +52,870 +42%
Ameriprise
16
Ameriprise
Minnesota
$3.69M +$349K +15,877 +10%
PFS
17
Prospera Financial Services
Texas
$2.57M +$329K +14,978 +14%
Invesco
18
Invesco
Georgia
$2.15M -$128K -5,834 -6%
HWM
19
Howard Wealth Management
Connecticut
$2.13M +$417K +18,958 +24%
IF
20
Ironwood Financial
Arizona
$1.83M +$220K +10,029 +13%
RL
21
Retireful LLC
Michigan
$1.79M +$1.81M +82,411 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$1.59M +$1.17M +53,155 +263%
UBS Group
23
UBS Group
Switzerland
$1.58M +$932K +42,401 +139%
Jane Street
24
Jane Street
New York
$1.57M +$332K +15,116 +26%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.29M -$33K -1,500 -2%