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Invesco BulletShares 2029 High Yield Corporate Bond ETF

25 hedge funds and large institutions have $28.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.32M 251,309 +251,309 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$5.31M 250,739 +250,739 New
LPL Financial
3
LPL Financial
California
$3.77M 178,069 +153,194 +616%
SIC
4
SFE Investment Counsel
California
$2.19M 103,243 +50,969 +98%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M 93,309 -41,127 -31%
EH
6
Equitable Holdings
New York
$1.97M 92,939 +49,855 +116%
OMC
7
Old Mission Capital
Illinois
$884K 41,744 -41,199 -50%
HIP
8
HUB Investment Partners
Texas
$837K 39,519 +8,638 +28%
Jane Street
9
Jane Street
New York
$823K 38,857 -47,378 -55%
MA
10
MONECO Advisors
Connecticut
$736K 34,741 +19,349 +126%
EWM
11
Empirical Wealth Management
Washington
$639K 30,171 +4,156 +16%
Bank of America
12
Bank of America
North Carolina
$618K 29,177 +9,026 +45%
RJA
13
Raymond James & Associates
Florida
$545K 25,735 +9,508 +59%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$515K 24,330 -2,484 -9%
UBS Group
15
UBS Group
Switzerland
$447K 21,109 +19,372 +1,115%
4FG
16
4Thought Financial Group
New York
$405K 19,136 -368 -2%
Wells Fargo
17
Wells Fargo
California
$378K 17,829 -40,411 -69%
Osaic Holdings
18
Osaic Holdings
Arizona
$301K 14,203 +1,387 +11%
SWM
19
Segment Wealth Management
Texas
$286K 13,490 +13,490 New
RC
20
Rovin Capital
Arizona
$264K 12,454 +12,454 New
CAL
21
Capital Analysts LLC
Pennsylvania
$37K 1,748 -295 -14%
AA
22
Ancora Advisors
Ohio
$34.5K 1,631 +1,631 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$30K 1,440 +94 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25K 1,181 +1,181 New
NA
25
NewEdge Advisors
Louisiana
$4.26K 201 -14 -7%