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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
4WM
76
49 Wealth Management
Texas
$4.74M +$4.73M +246,824 New
MCB
77
Morton Community Bank
Illinois
$4.63M +$281K +14,670 +6%
TC
78
Trilogy Capital
California
$4.43M -$542K -28,260 -11%
AAS
79
Avantax Advisory Services
Texas
$4.37M +$173K +9,014 +4%
OIA
80
OneDigital Investment Advisors
Kansas
$4.2M +$3.81M +198,571 +965%
CCP
81
Carmel Capital Partners
California
$4.2M +$428K +22,311 +11%
CCB
82
Country Club Bank
Missouri
$4.2M +$13.1K +681 +0.3%
RC
83
Rovin Capital
Arizona
$4.12M +$4.12M +214,975 New
MA
84
MONECO Advisors
Connecticut
$4.1M +$2.14M +111,490 +109%
LF
85
Lantz Financial
Illinois
$4.06M +$38.6K +2,012 +1%
IWC
86
Integrated Wealth Concepts
Massachusetts
$4.04M -$550K -28,701 -12%
GLA
87
Good Life Advisors
Pennsylvania
$3.81M -$2.48M -129,117 -39%
SFA
88
Souders Financial Advisors
Ohio
$3.74M +$125K +6,542 +3%
LWA
89
Ledgewood Wealth Advisors
New Hampshire
$3.72M +$374K +19,492 +11%
PMG
90
ProVise Management Group
Florida
$3.54M +$213K +11,105 +6%
DAS
91
Diversify Advisory Services
Utah
$3.42M +$3.4M +177,313 New
BFG
92
Berger Financial Group
Minnesota
$3.38M +$569K +29,685 +20%
NPP
93
New Potomac Partners
Maryland
$3.34M +$231K +12,075 +7%
HWM
94
Horizons Wealth Management
North Carolina
$3.31M -$840K -43,837 -20%
Citadel Advisors
95
Citadel Advisors
Florida
$3.3M -$1.46M -76,171 -31%
SIC
96
SFE Investment Counsel
California
$3.29M +$228K +11,914 +7%
SIAS
97
Summit Investment Advisory Services
Minnesota
$3.26M +$3.26M +170,005 New
OPA
98
Old Port Advisors
Maine
$3.25M +$255K +13,278 +8%
AA
99
Addison Advisors
Vermont
$3.25M +$192K +10,016 +6%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$2.1M +109,472 +183%