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Invesco BulletShares 2029 High Yield Corporate Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$19.6M 914,358 +312,520 +52%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.1M 660,589 +179,978 +37%
EH
3
Equitable Holdings
New York
$9.85M 460,469 +69,811 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.5M 397,222 +5,144 +1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.33M 342,588 -12,558 -4%
SIC
6
SFE Investment Counsel
California
$6.34M 296,536 +50,242 +20%
Morgan Stanley
7
Morgan Stanley
New York
$5.84M 273,055 +98,815 +57%
GGI
8
GPM Growth Investors
Michigan
$4.4M 205,888 +205,888 New
AA
9
Advisory Alpha
Michigan
$3.23M 151,108 +151,108 New
Jane Street
10
Jane Street
New York
$2.99M 139,598 +97,197 +229%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.84M 132,903 +91,417 +220%
Raymond James Financial
12
Raymond James Financial
Florida
$2.26M 105,764 +105,764 New
Wells Fargo
13
Wells Fargo
California
$2.19M 102,245 +81,341 +389%
HWM
14
Howard Wealth Management
Connecticut
$2.04M 95,389 +16,993 +22%
MA
15
MONECO Advisors
Connecticut
$1.44M 67,472 +3,948 +6%
PFS
16
Prospera Financial Services
Texas
$1.4M 65,372 +65,372 New
UBS Group
17
UBS Group
Switzerland
$919K 42,959 +12,020 +39%
IAA
18
Independent Advisor Alliance
North Carolina
$903K 42,225 +42,225 New
Osaic Holdings
19
Osaic Holdings
Arizona
$902K 42,193 +25,746 +157%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$854K 39,915 +13,602 +52%
SWM
21
Segment Wealth Management
Texas
$811K 37,910 +23,770 +168%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$774K 36,166 +23,767 +192%
EWM
23
Empirical Wealth Management
Washington
$704K 32,906 +219 +0.7%
HIP
24
HUB Investment Partners
Texas
$683K 31,927 +4,312 +16%
RC
25
Rovin Capital
Arizona
$665K 31,069 +177 +0.6%