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Invesco BulletShares 2026 Corporate Bond ETF

77 hedge funds and large institutions have $170M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 5

12% more capital invested

Capital invested by funds: $152M → $170M (+$17.8M)

0.72% less ownership

Funds ownership: 57.79%57.07% (-0.72%)

4% less funds holding

Funds holding: 8077 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $669K

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
5
Closed
12
Calls
Puts
$669K
Net Calls
-$669K
Net Calls Change
-$669K
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
26
YHB Investment Advisors
Connecticut
$1.25M +$1.25M +57,640 New
FAG
27
Financial Advisory Group
Texas
$1.23M +$148K +6,826 +14%
Stifel Financial
28
Stifel Financial
Missouri
$1.15M +$435K +20,026 +61%
RJA
29
Raymond James & Associates
Florida
$1.14M +$244K +11,217 +27%
CIA
30
Capital Investment Advisors
Georgia
$1.11M +$18.7K +860 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$772K +$195K +8,976 +34%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$701K +$91K +4,190 +15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$624K +$627K +28,845 New
ECM
34
Exchange Capital Management
Michigan
$575K +$139K +6,405 +32%
OLA
35
Oliver Luxxe Assets
New Jersey
$569K -$23.1K -1,064 -4%
CPIG
36
Chicago Partners Investment Group
Illinois
$550K -$21.8K -1,004 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$521K +$204K +9,391 +64%
EI
38
Ellevest Inc
New York
$504K +$83.8K +3,855 +20%
CDIA
39
Capital Directions Investment Advisors
Georgia
$473K +$1.67K +77 +0.4%
LPL Financial
40
LPL Financial
California
$465K +$192K +8,817 +70%
BCFS
41
Butensky & Cohen Financial Security
Florida
$462K +$92.9K +4,274 +25%
NIC
42
Northwest Investment Counselors
Oregon
$456K +$109 +5 +0%
SWM
43
Segment Wealth Management
Texas
$429K +$5.43K +250 +1%
CWM
44
Cabot Wealth Management
Massachusetts
$400K +$401K +18,472 New
DADC
45
D.A. Davidson & Co
Montana
$396K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$381K +$383K +17,623 New
WIA
47
Wealthstreet Investment Advisors
Texas
$346K
GI
48
GS Investments
Minnesota
$340K
KAS
49
Kestra Advisory Services
Texas
$332K +$334K +15,355 New
LWA
50
Lineweaver Wealth Advisors
Ohio
$316K