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Invesco BulletShares 2026 Corporate Bond ETF

315 hedge funds and large institutions have $2.31B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 66

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $1.88B → $2.31B (+$430M)

3% more funds holding

Funds holding: 305315 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4.28% less ownership

Funds ownership: 82.13%77.85% (-4.3%)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.54%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
37
Increased
179
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$4.59M +$1.97M +102,426 +75%
LIG
77
Lokken Investment Group
Delaware
$4.36M +$236K +12,272 +6%
MCB
78
Morton Community Bank
Illinois
$4.35M +$486K +25,270 +13%
AAS
79
Avantax Advisory Services
Texas
$4.2M +$473K +24,603 +13%
CCB
80
Country Club Bank
Missouri
$4.19M -$89.4K -4,646 -2%
HWM
81
Horizons Wealth Management
North Carolina
$4.16M
LF
82
Lantz Financial
Illinois
$4.03M +$4.04M +209,761 New
CCP
83
Carmel Capital Partners
California
$3.78M +$593K +30,803 +19%
SFA
84
Souders Financial Advisors
Ohio
$3.62M -$136K -7,074 -4%
AI
85
Atria Investments
North Carolina
$3.49M +$1.4M +72,567 +66%
AWG
86
Altus Wealth Group
Colorado
$3.47M -$211K -10,957 -6%
LWA
87
Ledgewood Wealth Advisors
New Hampshire
$3.35M -$37.1K -1,930 -1%
PCS
88
Private Client Services
Kentucky
$3.35M +$1.19M +62,097 +55%
PMG
89
ProVise Management Group
Florida
$3.34M +$73.9K +3,840 +2%
SPC
90
Sigma Planning Corp
Michigan
$3.19M +$1.9M +98,811 +147%
NPP
91
New Potomac Partners
Maryland
$3.12M +$380K +19,745 +14%
SEEDPG
92
S.E.E.D. Planning Group
New York
$3.1M +$8.71K +453 +0.3%
KAS
93
Kestra Advisory Services
Texas
$3.07M +$609K +31,672 +25%
SIC
94
SFE Investment Counsel
California
$3.07M +$55.4K +2,881 +2%
AA
95
Addison Advisors
Vermont
$3.06M +$345K +17,955 +13%
OPA
96
Old Port Advisors
Maine
$3M -$31.6K -1,640 -1%
ECM
97
Exchange Capital Management
Michigan
$2.97M +$217K +11,286 +8%
BFG
98
Beacon Financial Group
Texas
$2.9M +$690K +35,869 +31%
Renaissance Technologies
99
Renaissance Technologies
New York
$2.86M +$309K +16,082 +12%
BFG
100
Berger Financial Group
Minnesota
$2.81M +$177K +9,197 +7%