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Invesco BulletShares 2026 Corporate Bond ETF

305 hedge funds and large institutions have $1.88B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $1.54B → $1.88B (+$343M)

11% more funds holding

Funds holding: 275305 (+30)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5.53% more ownership

Funds ownership: 76.6%82.13% (+5.5%)

Holders
305
Holders Change
+30
Holders Change %
+10.91%
% of All Funds
4.45%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
50
Increased
151
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
76
Old Second National Bank of Aurora
Illinois
$4.65M -$58.1K -3,067 -1%
NA
77
NewEdge Advisors
Louisiana
$4.64M +$40K +2,111 +0.9%
MOS
78
MGO One Seven
Ohio
$4.4M +$718K +37,882 +20%
CCB
79
Country Club Bank
Missouri
$4.3M +$21.7K +1,146 +0.5%
HWM
80
Horizons Wealth Management
North Carolina
$4.16M +$147K +7,768 +4%
LIG
81
Lokken Investment Group
Delaware
$4.15M +$130K +6,838 +3%
MCB
82
Morton Community Bank
Illinois
$3.89M +$3.82M +201,306 New
SFA
83
Souders Financial Advisors
Ohio
$3.77M +$126K +6,672 +4%
AAS
84
Avantax Advisory Services
Texas
$3.75M +$369K +19,487 +11%
AWG
85
Altus Wealth Group
Colorado
$3.69M +$208K +10,990 +6%
AWS
86
Atria Wealth Solutions
New York
$3.59M +$2.83M +149,231 +407%
Citadel Advisors
87
Citadel Advisors
Florida
$3.43M +$971K +51,208 +40%
LWA
88
Ledgewood Wealth Advisors
New Hampshire
$3.41M +$3.35M +176,572 New
PMG
89
ProVise Management Group
Florida
$3.28M -$12.2K -646 -0.4%
CCP
90
Carmel Capital Partners
California
$3.2M +$878K +46,336 +39%
SEEDPG
91
S.E.E.D. Planning Group
New York
$3.11M -$7.22M -380,676 -70%
WP
92
WealthSource Partners
California
$3.05M +$529K +27,920 +21%
OPA
93
Old Port Advisors
Maine
$3.05M -$239K -12,583 -7%
SIC
94
SFE Investment Counsel
California
$3.03M +$98.8K +5,212 +3%
ECM
95
Exchange Capital Management
Michigan
$2.77M +$457K +24,118 +20%
NPP
96
New Potomac Partners
Maryland
$2.75M +$286K +15,113 +12%
AA
97
Addison Advisors
Vermont
$2.73M +$152K +8,042 +6%
BFG
98
Berger Financial Group
Minnesota
$2.65M +$432K +22,771 +20%
IWC
99
Integrated Wealth Concepts
Massachusetts
$2.64M +$22.2K +1,172 +0.9%
NCM
100
Novare Capital Management
North Carolina
$2.6M -$265K -13,966 -9%