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Invesco BulletShares 2029 High Yield Corporate Bond ETF

69 hedge funds and large institutions have $145M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$27.5M 1,305,008 +390,650 +43%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.6M 690,857 +30,268 +5%
EH
3
Equitable Holdings
New York
$11.6M 552,552 +92,083 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.82M 371,188 -26,034 -7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.4M 351,183 +8,595 +3%
SIC
6
SFE Investment Counsel
California
$6.71M 318,528 +21,992 +7%
Morgan Stanley
7
Morgan Stanley
New York
$6.66M 315,778 +42,723 +16%
IAS
8
IMA Advisory Services
Colorado
$6.46M 306,363 +294,947 +2,584%
GGI
9
GPM Growth Investors
Michigan
$4.51M 213,788 +7,900 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.74M 177,641 +44,738 +34%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.72M 176,446 +134,253 +318%
AA
12
Advisory Alpha
Michigan
$3.53M 167,516 +16,408 +11%
Wells Fargo
13
Wells Fargo
California
$3M 142,470 +40,225 +39%
KCM
14
Kaye Capital Management
California
$2.98M 141,153 +141,153 New
Raymond James Financial
15
Raymond James Financial
Florida
$2.64M 125,377 +19,613 +19%
HWM
16
Howard Wealth Management
Connecticut
$2.01M 95,154 -235 -0.2%
UBS Group
17
UBS Group
Switzerland
$1.7M 80,786 +37,827 +88%
SIA
18
Summit Investment Advisors
Maryland
$1.65M 78,613 +78,613 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.59M 75,533 +75,533 New
PFS
20
Prospera Financial Services
Texas
$1.58M 74,754 +9,382 +14%
MA
21
MONECO Advisors
Connecticut
$1.49M 70,459 +2,987 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.33M 63,086 +26,920 +74%
NA
23
NewEdge Advisors
Louisiana
$1.25M 59,194 +57,168 +2,822%
SPIA
24
Steward Partners Investment Advisory
New York
$1.21M 57,340 +57,145 +29,305%
APA
25
Astoria Portfolio Advisors
New York
$1.15M 55,052 +38,682 +236%