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Invesco BulletShares 2030 High Yield Corporate Bond ETF

45 hedge funds and large institutions have $87.9M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.6M +$6.41M +246,462 +89%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$10.3M +$9.71M +373,146 +1,670%
TLP
3
Trinity Legacy Partners
Texas
$8.72M +$180K +6,934 +2%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$7.71M +$168K +6,442 +2%
Morgan Stanley
5
Morgan Stanley
New York
$7.32M +$352K +13,516 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$6.72M +$6.72M +258,300 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.26M +$6.04M +232,366 +2,867%
EH
8
Equitable Holdings
New York
$6.19M +$1.22M +47,049 +25%
SIC
9
SFE Investment Counsel
California
$4.06M +$773K +29,730 +23%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.37M +$75.1K +2,888 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$1.4M +$358K +13,776 +34%
Ameriprise
12
Ameriprise
Minnesota
$1.2M +$211K +8,124 +21%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.09M +$793K +30,582 +267%
OMC
14
Old Mission Capital
Illinois
$797K +$797K +30,648 New
EWM
15
Empirical Wealth Management
Washington
$771K +$45.8K +1,761 +6%
Bank of America
16
Bank of America
North Carolina
$754K +$385K +14,784 +104%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$617K -$172K -6,598 -22%
MA
18
MONECO Advisors
Connecticut
$500K -$49.8K -1,916 -9%
MOS
19
MGO One Seven
Ohio
$492K +$492K +18,921 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$488K +$9.81K +377 +2%
KP
21
Keel Point
Alabama
$478K
4FG
22
4Thought Financial Group
New York
$466K -$15.9K -612 -3%
HIP
23
HUB Investment Partners
Texas
$445K -$2.63K -101 -0.6%
RC
24
Rovin Capital
Arizona
$437K +$442 +17 +0.1%
UBS Group
25
UBS Group
Switzerland
$428K