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Invesco BulletShares 2026 Corporate Bond ETF
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Overview Fund Activity

304 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 49 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
304
Holders Change
+29
Holders Change %
+10.55%
% of All Funds
4.46%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
49
Increased
151
Reduced
78
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$251M
2
LPL Financial
2
LPL Financial
California
$61M
3
UBS Group
3
UBS Group
Switzerland
$55.5M
4
Invesco
4
Invesco
Georgia
$27.5M
5
HBT
5
Hills Bank & Trust
Iowa
$35.3M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$15.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$45M
3
SEEDPG
3
S.E.E.D. Planning Group
New York
$3.11M
4
NWM
4
Northcape Wealth Management
New York
$0
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OSNBOA
76
Old Second National Bank of Aurora
Illinois
$4.65M 241,154 -3,067 -1%
NA
77
NewEdge Advisors
Louisiana
$4.64M 240,310 +2,111 +0.9%
MOS
78
MGO One Seven
Ohio
$4.4M 227,772 +37,882 +20%
CCB
79
Country Club Bank
Missouri
$4.3M 222,741 +1,146 +0.5%
HWM
80
Horizons Wealth Management
North Carolina
$4.16M 215,303 +7,768 +4%
LIG
81
Lokken Investment Group
Delaware
$4.15M 214,782 +6,838 +3%
MCB
82
Morton Community Bank
Illinois
$3.89M 201,306 +201,306 New
SFA
83
Souders Financial Advisors
Ohio
$3.77M 195,384 +6,672 +4%
AAS
84
Avantax Advisory Services
Texas
$3.75M 194,243 +19,487 +11%
AWG
85
Altus Wealth Group
Colorado
$3.69M 191,342 +10,990 +6%
AWS
86
Atria Wealth Solutions
New York
$3.59M 185,876 +149,231 +407%
Citadel Advisors
87
Citadel Advisors
Florida
$3.43M 177,971 +51,208 +40%
LWA
88
Ledgewood Wealth Advisors
New Hampshire
$3.41M 176,572 +176,572 New
PMG
89
ProVise Management Group
Florida
$3.28M 169,861 -646 -0.4%
CCP
90
Carmel Capital Partners
California
$3.2M 165,839 +46,336 +39%
SEEDPG
91
S.E.E.D. Planning Group
New York
$3.11M 161,022 -380,676 -70%
WP
92
WealthSource Partners
California
$3.05M 157,936 +27,920 +21%
OPA
93
Old Port Advisors
Maine
$3.05M 157,915 -12,583 -7%
SIC
94
SFE Investment Counsel
California
$3.03M 156,779 +5,212 +3%
ECM
95
Exchange Capital Management
Michigan
$2.77M 143,486 +24,118 +20%
NPP
96
New Potomac Partners
Maryland
$2.75M 142,484 +15,113 +12%
AA
97
Addison Advisors
Vermont
$2.73M 141,504 +8,042 +6%
BFG
98
Berger Financial Group
Minnesota
$2.65M 137,295 +22,771 +20%
IWC
99
Integrated Wealth Concepts
Massachusetts
$2.64M 136,761 +1,172 +0.9%
NCM
100
Novare Capital Management
North Carolina
$2.6M 134,566 -13,966 -9%
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4
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