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Invesco BulletShares 2026 Corporate Bond ETF

337 hedge funds and large institutions have $3.09B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

14% more capital invested

Capital invested by funds: $2.7B → $3.09B (+$389M)

5% more funds holding

Funds holding: 321337 (+16)

0.53% less ownership

Funds ownership: 81.68%81.14% (-0.53%)

Holders
337
Holders Change
+16
Holders Change %
+4.98%
% of All Funds
4.84%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.39%
New
38
Increased
180
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Marietta Wealth Management
Georgia
$6.01M +$109K +5,622 +2%
SA
77
Sanctuary Advisors
Indiana
$5.93M +$3.53M +181,926 +147%
MOS
78
MGO One Seven
Ohio
$5.78M +$97.4K +5,011 +2%
GGI
79
GPM Growth Investors
Michigan
$5.67M -$401K -20,659 -7%
RSA
80
River Street Advisors
Illinois
$5.52M +$3.67M +188,656 +202%
EH
81
Equitable Holdings
New York
$5.39M -$2.75M -141,367 -34%
LWA
82
Ledgewood Wealth Advisors
New Hampshire
$4.99M +$1.19M +61,107 +31%
MCB
83
Morton Community Bank
Illinois
$4.89M +$175K +8,988 +4%
CCP
84
Carmel Capital Partners
California
$4.87M +$579K +29,781 +14%
AAS
85
Avantax Advisory Services
Texas
$4.71M +$250K +12,852 +6%
TC
86
Trilogy Capital
California
$4.65M +$126K +6,504 +3%
OIA
87
OneDigital Investment Advisors
Kansas
$4.4M +$108K +5,583 +3%
HWM
88
Howard Wealth Management
Connecticut
$4.38M +$4.35M +224,124 New
RC
89
Rovin Capital
Arizona
$4.38M +$170K +8,771 +4%
CCB
90
Country Club Bank
Missouri
$4.34M +$52.2K +2,684 +1%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$769K +39,553 +23%
SFA
92
Souders Financial Advisors
Ohio
$3.95M +$138K +7,112 +4%
PMG
93
ProVise Management Group
Florida
$3.87M +$250K +12,891 +7%
AA
94
Addison Advisors
Vermont
$3.84M +$517K +26,610 +16%
SFC
95
SYM Financial Corp
Indiana
$3.78M +$3.76M +193,500 New
NPP
96
New Potomac Partners
Maryland
$3.71M +$298K +15,360 +9%
BEI
97
Benjamin Edwards Inc
Missouri
$3.71M +$3.68M +189,638 New
FTUS
98
Flow Traders U.S.
New York
$3.64M +$3.61M +185,868 New
EWA
99
EP Wealth Advisors
California
$3.61M +$2.83M +145,743 +374%
BFG
100
Berger Financial Group
Minnesota
$3.59M +$143K +7,338 +4%