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Invesco BulletShares 2026 Corporate Bond ETF

315 hedge funds and large institutions have $2.31B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 66

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $1.88B → $2.31B (+$430M)

3% more funds holding

Funds holding: 305315 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4.28% less ownership

Funds ownership: 82.13%77.85% (-4.3%)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.54%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
37
Increased
179
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$304K
KC
252
Kades & Cheifetz
Pennsylvania
$302K +$302K +15,717 New
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$295K +$296K +15,382 New
CCG
254
Chatham Capital Group
Georgia
$290K -$5.34M -277,730 -95%
FWA
255
FSM Wealth Advisors
Ohio
$288K
FIA
256
Foundations Investment Advisors
Arizona
$288K +$288K +14,981 New
VA
257
Valmark Advisers
Ohio
$288K +$69.9K +3,636 +32%
AWM
258
Apollon Wealth Management
South Carolina
$279K
LA
259
Latitude Advisors
Florida
$277K -$558 -29 -0.2%
CIAS
260
Capital Investment Advisory Services
North Carolina
$272K +$38.5K +2,000 +16%
WHCI
261
W.H. Cornerstone Investments
Massachusetts
$266K -$232K -12,040 -46%
YIA
262
YHB Investment Advisors
Connecticut
$265K -$10.9K -565 -4%
SEIA
263
Signature Estate & Investment Advisors
California
$244K
YWM
264
Yoder Wealth Management
California
$244K
UCFA
265
United Capital Financial Advisors
Texas
$243K +$243K +12,649 New
CA
266
CGN Advisors
Kansas
$240K +$596 +31 +0.2%
AWE
267
Avidian Wealth Enterprises
Texas
$237K -$40.6K -2,109 -15%
FCA
268
FinTrust Capital Advisors
South Carolina
$235K +$27.9K +1,450 +13%
FTUS
269
Flow Traders U.S.
New York
$234K +$234K +12,187 New
SAS
270
SMI Advisory Services
Indiana
$233K +$233K +12,121 New
GL
271
GHE LLC
Tennessee
$231K
AFG
272
Atomi Financial Group
New York
$225K +$226K +11,726 New
SWM
273
SigFig Wealth Management
California
$222K +$222K +11,554 New
MFIM
274
Mesirow Financial Investment Management
Illinois
$220K +$4.02K +209 +2%
AA
275
Ancora Advisors
Ohio
$220K