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Invesco BulletShares 2028 High Yield Corporate Bond ETF

137 hedge funds and large institutions have $368M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $278M → $368M (+$90M)

10% more funds holding

Funds holding: 125137 (+12)

6.01% more ownership

Funds ownership: 58.56%64.57% (+6%)

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
85
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$47.4M +$8.23M +374,157 +21%
Morgan Stanley
2
Morgan Stanley
New York
$26.1M +$14.8M +672,948 +132%
Raymond James Financial
3
Raymond James Financial
Florida
$24.5M +$5.75M +261,573 +31%
Wells Fargo
4
Wells Fargo
California
$23.9M +$4.12M +187,199 +21%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.8M +$2.58M +117,094 +25%
UBS Group
6
UBS Group
Switzerland
$10.9M +$1.52M +68,966 +16%
HIP
7
HUB Investment Partners
Texas
$10.5M +$738K +33,544 +8%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$10.3M +$401K +18,209 +4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$10.2M +$459K +20,889 +5%
PWM
10
Parkway Wealth Management
Texas
$8.94M +$8.94M +406,512 New
LWL
11
Leo Wealth LLC
Texas
$8.4M +$8.39M +381,273 New
SIC
12
SFE Investment Counsel
California
$8.35M +$245K +11,158 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.58M +$2.43M +110,579 +47%
BAM
14
Banta Asset Management
California
$6.99M +$6.99M +317,670 New
RC
15
Rovin Capital
Arizona
$6.88M +$2.07M +94,291 +43%
SPIA
16
Steward Partners Investment Advisory
New York
$6.51M +$279K +12,700 +4%
AA
17
Advisory Alpha
Michigan
$6.29M +$132K +6,017 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.92M +$1.75M +79,548 +42%
GGI
19
GPM Growth Investors
Michigan
$5.56M +$818K +37,174 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.49M +$309K +14,050 +6%
Ameriprise
21
Ameriprise
Minnesota
$5.35M +$479K +21,792 +10%
EH
22
Equitable Holdings
New York
$5.21M -$1.05M -47,639 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.76M +$465K +21,148 +11%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.35M +$1.56M +70,750 +56%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$4.12M +$582K +26,461 +16%