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Invesco BulletShares 2026 Corporate Bond ETF

103 hedge funds and large institutions have $258M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 13

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $212M → $258M (+$45.9M)

12% more funds holding

Funds holding: 92103 (+11)

0.54% more ownership

Funds ownership: 59.48%60.02% (+0.54%)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
54
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.86M +$810K +37,433 +39%
YIA
27
YHB Investment Advisors
Connecticut
$2.83M +$585K +27,063 +26%
SI
28
Stephens Inc
Arkansas
$2.7M +$1.19M +54,960 +77%
CCG
29
Chatham Capital Group
Georgia
$2.18M +$2.21M +102,130 New
Stifel Financial
30
Stifel Financial
Missouri
$1.95M +$613K +28,329 +45%
GB
31
Goepper Burkhardt
South Carolina
$1.89M +$35.1K +1,625 +2%
BAM
32
Bruderman Asset Management
New York
$1.88M -$280K -12,938 -13%
EWM
33
Empirical Wealth Management
Washington
$1.7M +$112K +5,171 +7%
FAG
34
Financial Advisory Group
Texas
$1.62M +$203K +9,390 +14%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.59M +$474K +21,924 +42%
PAG
36
Private Advisor Group
New Jersey
$1.54M +$115K +5,326 +8%
LPL Financial
37
LPL Financial
California
$1.47M +$349K +16,136 +31%
BAM
38
Banta Asset Management
California
$1.24M +$1.26M +58,275 New
ECM
39
Exchange Capital Management
Michigan
$1.07M +$469K +21,677 +76%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.04M +$192K +8,859 +22%
CIA
41
Capital Investment Advisors
Georgia
$1.03M +$14.2K +657 +1%
SWM
42
Segment Wealth Management
Texas
$999K +$388K +17,920 +62%
AC
43
Apella Capital
Connecticut
$935K -$401K -18,554 -30%
CIC
44
Carnegie Investment Counsel
Ohio
$887K +$448K +20,716 +99%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$884K +$1.73K +80 +0.2%
Franklin Resources
46
Franklin Resources
California
$883K +$896K +41,448 New
OLA
47
Oliver Luxxe Assets
New Jersey
$877K +$317K +14,663 +55%
NPP
48
New Potomac Partners
Maryland
$783K +$795K +36,745 New
ISB
49
Iowa State Bank
Iowa
$695K +$334K +15,435 +90%
4FG
50
4Thought Financial Group
New York
$684K +$694K +32,077 New