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Invesco BulletShares 2026 Corporate Bond ETF

337 hedge funds and large institutions have $3.09B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

14% more capital invested

Capital invested by funds: $2.7B → $3.09B (+$389M)

5% more funds holding

Funds holding: 321337 (+16)

0.53% less ownership

Funds ownership: 81.68%81.14% (-0.53%)

Holders
337
Holders Change
+16
Holders Change %
+4.98%
% of All Funds
4.84%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.39%
New
38
Increased
180
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
251
Monterey Private Wealth
California
$392K +$390K +20,065 New
DFG
252
Delta Financial Group
New Jersey
$383K +$27.4K +1,412 +8%
IFG
253
Independent Financial Group
California
$382K +$61.8K +3,182 +19%
DADC
254
D.A. Davidson & Co
Montana
$381K -$233K -11,996 -38%
DA
255
Dover Advisors
Virginia
$378K
UCFA
256
United Capital Financial Advisors
Texas
$368K +$59.5K +3,063 +19%
LA
257
Latitude Advisors
Florida
$360K +$47.4K +2,441 +15%
FCI
258
Financial Counselors Inc
Kansas
$357K
WCM
259
Whitener Capital Management
North Carolina
$347K +$345K +17,742 New
HI
260
Harbour Investments
Wisconsin
$335K +$193K +9,950 +139%
LFG
261
Larson Financial Group
Missouri
$333K +$118K +6,049 +55%
TW
262
TrinityPoint Wealth
Connecticut
$327K +$86.8K +4,466 +36%
BPA
263
Beacon Pointe Advisors
California
$326K -$48.7K -2,505 -13%
EWM
264
Edge Wealth Management
New York
$317K
ACG
265
Allen Capital Group
Nebraska
$316K +$90.8K +4,673 +41%
VA
266
Valmark Advisers
Ohio
$315K +$2.66K +137 +0.9%
CB
267
Chris Bulman
California
$312K -$5.32K -274 -2%
ACP
268
Aveo Capital Partners
Colorado
$310K +$307K +15,824 New
KWM
269
Kaydan Wealth Management
Michigan
$305K -$22.3K -1,148 -7%
NWAG
270
Net Worth Advisory Group
Utah
$300K +$298K +15,318 New
CCG
271
Chatham Capital Group
Georgia
$295K
AWM
272
Apollon Wealth Management
South Carolina
$284K
WA
273
WESPAC Advisors
California
$282K
CA
274
Claro Advisors
Massachusetts
$282K +$26.8K +1,379 +11%
SFS
275
Solitude Financial Services
Virginia
$280K -$294K -15,109 -51%