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Invesco BulletShares 2026 Corporate Bond ETF

321 hedge funds and large institutions have $2.7B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $2.31B → $2.7B (+$385M)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

3.83% more ownership

Funds ownership: 77.85%81.68% (+3.8%)

2% more funds holding

Funds holding: 315321 (+6)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
28
Increased
180
Reduced
75
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Latitude Advisors
Florida
$306K +$29.8K +1,552 +11%
VA
252
Valmark Advisers
Ohio
$306K +$18.7K +973 +6%
LWMG
253
Levy Wealth Management Group
Pennsylvania
$305K
RSWM
254
Robertson Stephens Wealth Management
California
$304K
UCFA
255
United Capital Financial Advisors
Texas
$302K +$59.8K +3,120 +25%
CCG
256
Chatham Capital Group
Georgia
$290K
SWA
257
Sax Wealth Advisors
New Jersey
$286K +$286K +14,906 New
AWM
258
Apollon Wealth Management
South Carolina
$278K
WA
259
WESPAC Advisors
California
$277K -$248K -12,913 -47%
M
260
MOTCO
Texas
$275K -$70.1K -3,655 -20%
CIAS
261
Capital Investment Advisory Services
North Carolina
$272K
VAMG
262
Voisard Asset Management Group
Michigan
$271K +$99.3K +5,180 +58%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$259K -$67.2K -3,507 -21%
YIA
264
YHB Investment Advisors
Connecticut
$257K -$7.57K -395 -3%
CA
265
Claro Advisors
Massachusetts
$250K +$250K +13,019 New
SEIA
266
Signature Estate & Investment Advisors
California
$244K
YWM
267
Yoder Wealth Management
California
$244K
1IA
268
1834 Investment Advisors
Wisconsin
$241K -$385K -20,057 -61%
CA
269
CGN Advisors
Kansas
$240K +$690 +36 +0.3%
AWE
270
Avidian Wealth Enterprises
Texas
$237K -$249 -13 -0.1%
TW
271
TrinityPoint Wealth
Connecticut
$235K +$235K +12,254 New
AFG
272
Atomi Financial Group
New York
$234K +$8.84K +461 +4%
GL
273
GHE LLC
Tennessee
$230K
FCA
274
FinTrust Capital Advisors
South Carolina
$228K -$6.08K -317 -3%
ES
275
ETF Store
Kansas
$226K -$680K -35,495 -75%