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Invesco BulletShares 2026 Corporate Bond ETF

321 hedge funds and large institutions have $2.7B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $2.31B → $2.7B (+$385M)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

3.83% more ownership

Funds ownership: 77.85%81.68% (+3.8%)

2% more funds holding

Funds holding: 315321 (+6)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
28
Increased
180
Reduced
75
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$22.7M +$1.31M +68,235 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$20.6M +$3.65M +190,417 +22%
RMDI
28
R.M. Davis Inc
Maine
$20.1M +$1.47M +76,808 +8%
CWMGP
29
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$17M +$342K +17,826 +2%
AIM
30
Anchor Investment Management
South Carolina
$16.9M +$1.32M +69,037 +8%
KV
31
Kickstand Ventures
New York
$16.6M +$2.57M +133,828 +18%
MC
32
McCarthy & Cox
Ohio
$15.9M +$274K +14,292 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$15.5M +$2.01M +104,652 +15%
KMC
34
Kirr Marbach & Co
Indiana
$15.3M -$40.3K -2,101 -0.3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$14.3M +$322K +16,810 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$14M +$3.1M +161,929 +28%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$12.9M +$2.09M +109,107 +19%
Mariner
38
Mariner
Kansas
$12.6M +$754K +39,317 +6%
LPT
39
Legacy Private Trust
Wisconsin
$12.4M +$144K +7,534 +1%
SPIA
40
Steward Partners Investment Advisory
New York
$11.8M -$391K -20,407 -3%
RSC
41
Red Spruce Capital
Pennsylvania
$11.5M +$32.7K +1,706 +0.3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$10.8M +$9.37M +488,550 +675%
AUB
43
Atlantic Union Bankshares
Virginia
$9.67M +$1.29M +67,481 +15%
GCP
44
Gill Capital Partners
Colorado
$9.65M +$74.3K +3,877 +0.8%
CPC
45
Cookson Peirce & Co
Pennsylvania
$9.44M +$23K +1,200 +0.2%
BWM
46
BCS Wealth Management
Tennessee
$9.1M +$717K +37,403 +9%
CWM
47
Cornerstone Wealth Management
Missouri
$8.98M +$638K +33,259 +8%
KAS
48
Kestra Advisory Services
Texas
$8.76M +$5.69M +296,831 +186%
SPA
49
Sentinel Pension Advisors
Massachusetts
$8.61M -$1.16M -60,323 -12%
IF
50
Ironwood Financial
Arizona
$8.28M +$345K +17,981 +4%