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Invesco BulletShares 2029 High Yield Corporate Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $110M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+16
Holders Change %
+38.1%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.6M
2
GGI
2
GPM Growth Investors
Michigan
$4.4M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$14.1M
4
AA
4
Advisory Alpha
Michigan
$3.23M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.26M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$7.33M
2
OMC
2
Old Mission Capital
Illinois
$0
3
AWA
3
Alaska Wealth Advisors
Alaska
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$4.17K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$643K 30,045 +6,748 +29%
BCM
27
Brookstone Capital Management
Illinois
$639K 29,857 +29,857 New
HI
28
Harbour Investments
Wisconsin
$594K 27,751 +25,401 +1,081%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$513K 23,990 +2,768 +13%
AFG
30
Atomi Financial Group
New York
$468K 21,881 +373 +2%
4FG
31
4Thought Financial Group
New York
$467K 21,842 +490 +2%
Ameriprise
32
Ameriprise
Minnesota
$426K 19,912 +19,912 New
AIM
33
Advyzon Investment Management
Illinois
$368K 17,197 +17,197 New
APA
34
Astoria Portfolio Advisors
New York
$350K 16,370 +16,370 New
ACM
35
AlphaStar Capital Management
North Carolina
$346K 16,184 +16,184 New
TWM
36
Topsail Wealth Management
North Carolina
$302K 14,105 +14,105 New
LWL
37
Leo Wealth LLC
Texas
$298K 13,941 +13,941 New
TCM
38
Tassel Capital Management
North Carolina
$278K 12,995 +12,995 New
IF
39
Ironwood Financial
Arizona
$273K 12,741 +12,741 New
SI
40
Stephens Inc
Arkansas
$261K 12,182 – –
VPF
41
Vantage Point Financial
Illinois
$257K 12,032 +12,032 New
IAS
42
IMA Advisory Services
Colorado
$244K 11,416 +626 +6%
FIA
43
Foundations Investment Advisors
Arizona
$219K 10,234 +10,234 New
KFI
44
Key Financial Inc
Pennsylvania
$214K 9,985 +3,940 +65%
LFG
45
Larson Financial Group
Missouri
$165K 7,690 -360 -4%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$160K 7,500 +7,500 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$160K 7,470 -2,693 -26%
CAL
48
Capital Analysts LLC
Pennsylvania
$142K 6,641 +148 +2%
GI
49
GAMMA Investing
California
$102K 4,772 +1,080 +29%
GWM
50
Geneos Wealth Management
Colorado
$75.1K 3,510 +1,580 +82%
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