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Invesco BulletShares 2030 High Yield Corporate Bond ETF

43 hedge funds and large institutions have $52.4M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
1
Trinity Legacy Partners
Texas
$8.5M +$1.96M +75,848 +30%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$7.39M +$416K +16,336 +6%
LPL Financial
3
LPL Financial
California
$7.05M +$1.27M +49,686 +22%
Morgan Stanley
4
Morgan Stanley
New York
$6.83M +$516K +20,259 +8%
EH
5
Equitable Holdings
New York
$4.86M +$2.23M +87,343 +84%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$116K +4,558 +4%
SIC
7
SFE Investment Counsel
California
$3.22M +$725K +28,423 +29%
Raymond James Financial
8
Raymond James Financial
Florida
$1.02M +$533K +20,916 +110%
Ameriprise
9
Ameriprise
Minnesota
$972K +$577K +22,622 +146%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$772K +$174K +6,808 +29%
EWM
11
Empirical Wealth Management
Washington
$710K +$32.3K +1,268 +5%
Jane Street
12
Jane Street
New York
$706K -$2.61M -102,311 -79%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$570K +$570K +22,344 New
MA
14
MONECO Advisors
Connecticut
$539K -$24.5K -960 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$520K +$228K +8,946 +78%
4FG
16
4Thought Financial Group
New York
$472K +$5.79K +227 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$469K +$24.9K +976 +6%
KP
18
Keel Point
Alabama
$469K +$469K +18,393 New
HIP
19
HUB Investment Partners
Texas
$439K +$56.2K +2,205 +15%
RC
20
Rovin Capital
Arizona
$428K +$428K +16,793 New
UBS Group
21
UBS Group
Switzerland
$419K -$6.35K -249 -1%
Bank of America
22
Bank of America
North Carolina
$362K +$56.8K +2,228 +19%
SWM
23
Segment Wealth Management
Texas
$336K +$33.3K +1,305 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$331K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$292K +$292K +11,437 New