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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.

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$902K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$14.5M
5
APA
Astoria Portfolio Advisors
New York
$923K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Carrera Capital Advisors
Michigan
$409K +$409K +19,000 New
ACM
52
AlphaStar Capital Management
North Carolina
$346K +$5.55K +258 +2%
KFI
53
Key Financial Inc
Pennsylvania
$334K +$90.8K +4,220 +37%
PWSG
54
Pacific Wealth Strategies Group
California
$331K +$331K +15,485 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$317K +$317K +14,729 New
Brown Advisory
56
Brown Advisory
Maryland
$304K +$304K +14,148 New
IF
57
Ironwood Financial
Arizona
$283K – – –
BCPWM
58
Bradley & Co Private Wealth Management
Florida
$264K +$264K +12,270 New
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$254K +$254K +11,783 New
SI
60
Stephens Inc
Arkansas
$252K -$80.2K -3,725 -24%
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$248K +$1.68K +78 +0.7%
AIM
62
Advyzon Investment Management
Illinois
$242K -$13.1K -611 -5%
NWAG
63
Net Worth Advisory Group
Utah
$236K +$29.1K +1,352 +14%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$226K – – –
MWP
65
Meriwether Wealth & Planning
Louisiana
$212K +$212K +9,850 New
ADL
66
Asset Dedication LLC
California
$208K +$208K +9,665 New
KAS
67
Kestra Advisory Services
Texas
$202K +$202K +9,368 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$195K – – –
FFA
69
Farther Finance Advisors
California
$192K +$192K +8,911 New
LFG
70
Larson Financial Group
Missouri
$187K +$3.29K +153 +2%
CAL
71
Capital Analysts LLC
Pennsylvania
$143K +$3.19K +148 +2%
MWM
72
MorganRosel Wealth Management
Colorado
$129K – – –
GWM
73
Geneos Wealth Management
Colorado
$102K -$58.3K -2,710 -36%
HWM
74
Horizons Wealth Management
North Carolina
$40K – – –
HFS
75
Horizon Financial Services
North Carolina
$34.9K -$3.44K -160 -9%
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