BSJT icon

Invesco BulletShares 2029 High Yield Corporate Bond ETF

35 hedge funds and large institutions have $47.5M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$7.98M 380,865 +380,865 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.74M 321,602 +70,293 +28%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.42M 306,447 +55,708 +22%
EH
4
Equitable Holdings
New York
$5.23M 249,631 +156,692 +169%
LPL Financial
5
LPL Financial
California
$5.14M 245,132 +67,063 +38%
SIC
6
SFE Investment Counsel
California
$4.41M 210,191 +106,948 +104%
Morgan Stanley
7
Morgan Stanley
New York
$2.5M 119,123 +25,814 +28%
Jane Street
8
Jane Street
New York
$991K 47,258 +8,401 +22%
MA
9
MONECO Advisors
Connecticut
$970K 46,293 +11,552 +33%
OMC
10
Old Mission Capital
Illinois
$768K 36,636 -5,108 -12%
EWM
11
Empirical Wealth Management
Washington
$670K 31,970 +1,799 +6%
RJA
12
Raymond James & Associates
Florida
$594K 28,358 +2,623 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$537K 25,625 +25,625 New
Bank of America
14
Bank of America
North Carolina
$470K 22,448 -6,729 -23%
4FG
15
4Thought Financial Group
New York
$448K 21,385 +2,249 +12%
UBS Group
16
UBS Group
Switzerland
$446K 21,258 +149 +0.7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$428K 20,400 -3,930 -16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$394K 18,808 +18,808 New
RC
19
Rovin Capital
Arizona
$376K 17,958 +5,504 +44%
Wells Fargo
20
Wells Fargo
California
$374K 17,828 -1 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$338K 16,119 +1,916 +13%
HIP
22
HUB Investment Partners
Texas
$312K 14,871 -24,648 -62%
SWM
23
Segment Wealth Management
Texas
$283K 13,490
AFG
24
Atomi Financial Group
New York
$201K 9,599 +9,599 New
SPIA
25
Steward Partners Investment Advisory
New York
$111K 5,275 +5,275 New