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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
WBC
326
West Branch Capital
Massachusetts
$9.83K
DJSG
327
D.J. St. Germain
Massachusetts
$9.58K +$9.52K +490 New
CJ
328
Caitlin John
Michigan
$8.81K +$8.8K +453 New
FPB
329
First PREMIER Bank
South Dakota
$8K
NSIM
330
North Star Investment Management
Illinois
$7.37K +$7.33K +377 New
GM
331
GeoWealth Management
Illinois
$6.77K +$6.72K +346 New
NS
332
NBC Securities
Alabama
$4K
JIP
333
Jaffetilchin Investment Partners
Florida
$3.91K +$3.89K +200 New
FF
334
Friedenthal Financial
New Jersey
$3.38K +$3.36K +173 New
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$3.27K
MFS
336
Mattson Financial Services
Michigan
$2.82K
TRCT
337
Tower Research Capital (TRC)
New York
$1.96K +$1.94K +100 New
SIS
338
Sound Income Strategies
Florida
$293
Russell Investments Group
339
Russell Investments Group
United Kingdom
$6 -$183K -9,409 Closed
SIAS
340
Summit Investment Advisory Services
Minnesota
-$3.26M -170,005 Closed
LC
341
Legacy CG
Texas
-$2.63M -137,102 Closed
CWM
342
Cabot Wealth Management
Massachusetts
-$1.21M -63,101 Closed
NA
343
Nottingham Advisors
New York
-$556K -28,975 Closed
RSWM
344
Robertson Stephens Wealth Management
California
-$304K -15,850 Closed
M
345
MOTCO
Texas
-$275K -14,365 Closed
1IA
346
1834 Investment Advisors
Wisconsin
-$241K -12,576 Closed
SPC
347
Sigma Planning Corp
Michigan
-$201K -10,498 Closed
CW
348
CreativeOne Wealth
Kansas
-$197K -10,249 Closed
WA
349
Wambolt & Associates
Colorado
-$196K -10,198 Closed
SWM
350
SigFig Wealth Management
California
-$194K -10,125 Closed