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Invesco BulletShares 2026 Corporate Bond ETF

365 hedge funds and large institutions have $3.5B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 184 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+30
Holders Change %
+8.96%
% of All Funds
4.86%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
62
Increased
184
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
CGN Advisors
Kansas
$275K +$30.7K +1,579 +13%
KCM
302
Kaye Capital Management
California
$271K +$271K +13,952 New
EA
303
Everpar Advisors
Oklahoma
$264K +$264K +13,603 New
CIAS
304
Capital Investment Advisory Services
North Carolina
$263K
WAOI
305
Wealth Advisors of Iowa
Iowa
$263K +$263K +13,524 New
US Bancorp
306
US Bancorp
Minnesota
$258K +$20.6K +1,059 +9%
SEIA
307
Signature Estate & Investment Advisors
California
$257K +$10.1K +521 +4%
BAM
308
Belpointe Asset Management
Nevada
$256K -$3.21K -165 -1%
CIA
309
Concurrent Investment Advisors
Florida
$252K +$913 +47 +0.4%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$251K -$11.2K -574 -4%
SAI
311
Savvy Advisors Inc
New York
$248K +$248K +12,761 New
YWM
312
Yoder Wealth Management
California
$247K
SAS
313
SMI Advisory Services
Indiana
$246K +$246K +12,661 New
ES
314
ETF Store
Kansas
$245K +$1.65K +85 +0.7%
BWM
315
BankPlus Wealth Management
Mississippi
$237K +$237K +12,212 New
GL
316
GHE LLC
Tennessee
$233K
YIA
317
YHB Investment Advisors
Connecticut
$232K -$23.9K -1,230 -9%
MFIM
318
Mesirow Financial Investment Management
Illinois
$222K
RGF
319
Retirement Guys Formula
Ohio
$210K +$210K +10,801 New
RS
320
Retirement Solution
Washington
$209K +$2.2K +113 +1%
KFGK
321
Keystone Financial Group (Kentucky)
Kentucky
$205K +$205K +10,550 New
SWM
322
SigFig Wealth Management
California
$205K +$205K +10,541 New
FFG
323
Foundry Financial Group
New Hampshire
$205K
RA
324
RFG Advisory
Alabama
$202K +$202K +10,410 New
CL
325
Choreo LLC
Illinois
$199K +$199K +10,256 New