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Invesco BulletShares 2026 Corporate Bond ETF

392 hedge funds and large institutions have $3.53B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 204 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

119% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 93

7% more funds holding

Funds holding: 367392 (+25)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more capital invested

Capital invested by funds: $3.5B → $3.53B (+$32.7M)

0.24% less ownership

Funds ownership: 82.76%82.52% (-0.24%)

Holders
392
Holders Change
+25
Holders Change %
+6.81%
% of All Funds
5.26%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.42%
New
47
Increased
204
Reduced
93
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Ledgewood Wealth Advisors
New Hampshire
$5.86M +$94K +4,827 +2%
RSA
77
River Street Advisors
Illinois
$5.73M -$16.1K -826 -0.3%
CCP
78
Carmel Capital Partners
California
$5.49M +$364K +18,661 +7%
EWA
79
EP Wealth Advisors
California
$5.46M -$90.4K -4,640 -2%
MWP
80
Meriwether Wealth & Planning
Louisiana
$5.46M +$5.46M +280,182 New
MCB
81
Morton Community Bank
Illinois
$5.41M +$278K +14,288 +5%
MGIA
82
Matthew Goff Investment Advisor
Texas
$5.33M +$1.22M +62,450 +30%
AF
83
Allworth Financial
California
$5.14M -$116K -5,959 -2%
GCP
84
Gill Capital Partners
Colorado
$5.12M -$3.96M -203,220 -44%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$5.12M +$2.25M +115,260 +78%
Citadel Advisors
86
Citadel Advisors
Florida
$5.04M +$5.04M +258,944 New
CIC
87
Carnegie Investment Counsel
Ohio
$5.04M -$11.7K -603 -0.2%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$5.03M +$151K +7,761 +3%
AFA
89
AA Financial Advisors
Ohio
$4.91M +$655K +33,623 +15%
AFWM
90
AMJ Financial Wealth Management
Virginia
$4.87M +$4.87M +250,007 New
ACM
91
AlphaStar Capital Management
North Carolina
$4.84M +$898K +46,084 +23%
HWM
92
Howard Wealth Management
Connecticut
$4.78M -$50.7K -2,605 -1%
TC
93
Trilogy Capital
California
$4.74M +$230K +11,830 +5%
SIA
94
Summit Investment Advisors
Maryland
$4.72M +$276K +14,191 +6%
SFA
95
Souders Financial Advisors
Ohio
$4.7M +$451K +23,129 +11%
CCB
96
Country Club Bank
Missouri
$4.37M -$46.8K -2,404 -1%
AAS
97
Avantax Advisory Services
Texas
$4.35M -$303K -15,536 -7%
AA
98
Addison Advisors
Vermont
$4.29M +$227K +11,628 +6%
CTA
99
Colonial Trust Advisors
South Carolina
$4.23M +$323K +16,576 +8%
EH
100
Equitable Holdings
New York
$4.1M -$1.53M -78,358 -27%