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Invesco BulletShares 2028 High Yield Corporate Bond ETF

107 hedge funds and large institutions have $217M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 19

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $168M → $217M (+$49.4M)

5% more funds holding

Funds holding: 102107 (+5)

2.6% more ownership

Funds ownership: 54.19%56.79% (+2.6%)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.6M +$5.84M +266,759 +31%
Wells Fargo
2
Wells Fargo
California
$16.1M +$9.01M +411,296 +123%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$3.16M +144,040 +31%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.2M +$2.17M +99,248 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10M +$732K +33,425 +8%
UBS Group
6
UBS Group
Switzerland
$9.98M +$8.51M +388,402 +532%
EH
7
Equitable Holdings
New York
$7.77M -$338K -15,429 -4%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$7.59M -$79.6K -3,634 -1%
SIC
9
SFE Investment Counsel
California
$7.54M +$43.8K +1,997 +0.6%
SPIA
10
Steward Partners Investment Advisory
New York
$7.01M -$106K -4,857 -1%
Raymond James Financial
11
Raymond James Financial
Florida
$6.47M +$592K +27,017 +10%
HIP
12
HUB Investment Partners
Texas
$5.91M +$650K +29,655 +12%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.3M +$4.29M +195,973 +399%
AA
14
Advisory Alpha
Michigan
$4.83M +$805K +36,763 +20%
RC
15
Rovin Capital
Arizona
$4.36M +$142K +6,496 +3%
Ameriprise
16
Ameriprise
Minnesota
$4.28M +$616K +28,117 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.12M +$272K +12,396 +7%
GGI
18
GPM Growth Investors
Michigan
$4.07M +$161K +7,361 +4%
PFS
19
Prospera Financial Services
Texas
$2.76M +$200K +9,110 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.58M +$1.66M +75,987 +175%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.43M +$854K +38,987 +53%
SIA
22
Summit Investment Advisors
Maryland
$2.38M +$2.41M +109,965 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.28M +$1.51M +68,840 +189%
HWM
24
Howard Wealth Management
Connecticut
$2.13M -$2.19K -100 -0.1%
Invesco
25
Invesco
Georgia
$2.08M -$62.1K -2,833 -3%