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Invesco BulletShares 2026 Corporate Bond ETF

305 hedge funds and large institutions have $1.88B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $1.54B → $1.88B (+$343M)

11% more funds holding

Funds holding: 275305 (+30)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5.53% more ownership

Funds ownership: 76.6%82.13% (+5.5%)

Holders
305
Holders Change
+30
Holders Change %
+10.91%
% of All Funds
4.45%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
50
Increased
151
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
301
Newbridge Financial Services Group
Florida
$1.7K
SIC
302
Salem Investment Counselors
North Carolina
$1.27K +$1.25K +66 New
SWM
303
Sugarloaf Wealth Management
Georgia
$383
CI
304
Cordant Inc
Oregon
$348 +$341 +18 New
SIS
305
Sound Income Strategies
Florida
$290
JP Morgan Chase
306
JP Morgan Chase
New York
$19
NWM
307
Northcape Wealth Management
New York
-$6.21M -330,792 Closed
TFA
308
TPG Financial Advisors
Oregon
-$3.47M -184,955 Closed
SF
309
Synovus Financial
Georgia
-$1.43M -75,953 Closed
FTUS
310
Flow Traders U.S.
New York
-$523K -27,824 Closed
Corient Private Wealth
311
Corient Private Wealth
Florida
-$480K -25,553 Closed
NIC
312
Northwest Investment Counselors
Oregon
-$336K -17,908 Closed
WIM
313
Waycross Investment Management
Washington
-$268K -14,285 Closed
JFG
314
JMG Financial Group
Illinois
-$245K -13,028 Closed
LWA
315
Lineweaver Wealth Advisors
Ohio
-$200K -10,674 Closed
FF
316
Financial Futures
New Jersey
-$197K -10,486 Closed
WQ
317
Wealth Quarterback
New Jersey
-$195K -10,367 Closed
SSWM
318
Sheets Smith Wealth Management
North Carolina
-$115K -6,124 Closed
Legacy Financial Group (Iowa)
319
Legacy Financial Group (Iowa)
Iowa
-$115K -6,122 Closed
CIA
320
Cape Investment Advisory
Georgia
-$18.8K -1,000 Closed
HFS
321
Hantz Financial Services
Michigan
-$4K -190 Closed
CPG
322
Cornerstone Planning Group
New Jersey
-$864 -46 Closed