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Invesco BulletShares 2029 High Yield Corporate Bond ETF

42 hedge funds and large institutions have $72.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.2M 601,838 +356,706 +146%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$10.5M 480,611 +99,746 +26%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.57M 392,078 +70,476 +22%
EH
4
Equitable Holdings
New York
$8.54M 390,658 +141,027 +56%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.71M 355,146 +48,699 +16%
SIC
6
SFE Investment Counsel
California
$5.38M 246,294 +36,103 +17%
Morgan Stanley
7
Morgan Stanley
New York
$3.81M 174,240 +55,117 +46%
HWM
8
Howard Wealth Management
Connecticut
$1.71M 78,396 +78,396 New
MA
9
MONECO Advisors
Connecticut
$1.39M 63,524 +17,231 +37%
Jane Street
10
Jane Street
New York
$927K 42,401 -4,857 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$907K 41,486 +15,861 +62%
EWM
12
Empirical Wealth Management
Washington
$715K 32,687 +717 +2%
RJA
13
Raymond James & Associates
Florida
$696K 31,844 +3,486 +12%
UBS Group
14
UBS Group
Switzerland
$676K 30,939 +9,681 +46%
RC
15
Rovin Capital
Arizona
$675K 30,892 +12,934 +72%
HIP
16
HUB Investment Partners
Texas
$604K 27,615 +12,744 +86%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$575K 26,313 +25,132 +2,128%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$520K 23,777 +4,969 +26%
Bank of America
19
Bank of America
North Carolina
$509K 23,297 +849 +4%
AFG
20
Atomi Financial Group
New York
$470K 21,508 +11,909 +124%
4FG
21
4Thought Financial Group
New York
$467K 21,352 -33 -0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$464K 21,222 +21,222 New
Wells Fargo
23
Wells Fargo
California
$457K 20,904 +3,076 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$360K 16,447 +328 +2%
SWM
25
Segment Wealth Management
Texas
$309K 14,140 +650 +5%