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Invesco BulletShares 2029 High Yield Corporate Bond ETF
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Overview Fund Activity

84 hedge funds and large institutions have $186M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
40
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$40.3M
2
MWM
2
Modern Wealth Management
Kansas
$7.65M
3
KCM
3
Kaye Capital Management
California
$7.65M
4
PCS
4
Private Client Services
Kentucky
$2.44M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.83M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$902K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$14.5M
5
APA
5
Astoria Portfolio Advisors
New York
$923K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$40.3M 1,874,078 +569,070 +44%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.5M 674,903 -15,954 -2%
EH
3
Equitable Holdings
New York
$12.8M 594,497 +41,945 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.18M 379,932 +8,744 +2%
KCM
5
Kaye Capital Management
California
$7.65M 355,560 +214,407 +152%
MWM
6
Modern Wealth Management
Kansas
$7.65M 355,560 +355,560 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.53M 350,032 -1,151 -0.3%
SIC
8
SFE Investment Counsel
California
$7.27M 337,617 +19,089 +6%
Morgan Stanley
9
Morgan Stanley
New York
$7.21M 335,159 +19,381 +6%
IAS
10
IMA Advisory Services
Colorado
$6.8M 315,864 +9,501 +3%
GGI
11
GPM Growth Investors
Michigan
$4.74M 220,224 +6,436 +3%
AA
12
Advisory Alpha
Michigan
$3.96M 183,877 +16,361 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.6M 167,241 -10,400 -6%
Wells Fargo
14
Wells Fargo
California
$3.15M 146,351 +3,881 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$3.06M 142,219 +16,842 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.83M 131,561 +82,113 +166%
UBS Group
17
UBS Group
Switzerland
$2.67M 124,276 +43,490 +54%
PCS
18
Private Client Services
Kentucky
$2.44M 113,603 +113,603 New
MA
19
MONECO Advisors
Connecticut
$2.02M 94,004 +23,545 +33%
HWM
20
Howard Wealth Management
Connecticut
$1.99M 92,631 -2,523 -3%
SIA
21
Summit Investment Advisors
Maryland
$1.87M 87,324 +8,711 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.82M 84,700 +21,614 +34%
SIAS
23
Summit Investment Advisory Services
Minnesota
$1.74M 80,784 +80,784 New
PFS
24
Prospera Financial Services
Texas
$1.67M 77,806 +3,052 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$1.55M 72,164 +14,824 +26%
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