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Invesco BulletShares 2026 Corporate Bond ETF

417 hedge funds and large institutions have $3.56B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 118 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

64% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 118

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

7% more capital invested

Capital invested by funds: $3.31B → $3.56B (+$244M)

7% more funds holding

Funds holding: 390417 (+27)

4.42% more ownership

Funds ownership: 78.34%82.76% (+4.4%)

Holders
417
Holders Change
+27
Holders Change %
+6.92%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.38%
New
59
Increased
193
Reduced
118
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
AA Financial Advisors
Ohio
$5.8M +$751K +38,369 +15%
MAM
77
Milestone Asset Management
Pennsylvania
$5.73M +$5.73M +292,467 New
MWM
78
Modern Wealth Management
Kansas
$5.63M +$380K +19,434 +7%
HWM
79
Howard Wealth Management
Connecticut
$5.5M +$444K +22,659 +9%
4WM
80
49 Wealth Management
Texas
$5.46M -$3.15M -161,133 -37%
CCWP
81
Cedar Cove Wealth Partners
Minnesota
$5.42M +$5.42M +276,941 New
SFA
82
Souders Financial Advisors
Ohio
$5.36M +$155K +7,923 +3%
PMWMG
83
Parr McKnight Wealth Management Group
Minnesota
$5.28M +$774K +39,543 +17%
FF
84
Farnam Financial
Arizona
$5.15M +$546K +27,914 +12%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$5.14M +$81.4K +4,159 +2%
TC
86
Trilogy Capital
California
$5.13M +$475K +24,272 +10%
EWA
87
EP Wealth Advisors
California
$5.1M +$5.1M +260,300 New
AFWM
88
AMJ Financial Wealth Management
Virginia
$5.06M -$11.4K -582 -0.2%
VDI
89
Vaughan David Investments
Illinois
$5.05M -$3.91M -199,565 -44%
GWM
90
Geneos Wealth Management
Colorado
$5.05M +$281K +14,335 +6%
CAG
91
Carroll Advisory Group
Texas
$4.99M +$4.99M +254,735 New
LWL
92
Leo Wealth LLC
Texas
$4.9M +$4.9M +250,100 New
LW
93
Livet Wealth
Utah
$4.87M +$4.87M +248,961 New
AF
94
Allworth Financial
California
$4.87M -$175K -8,927 -3%
EI
95
Ellevest Inc
New York
$4.55M +$797K +40,712 +21%
P
96
&Partners
Tennessee
$4.55M +$191K +9,737 +4%
NL
97
NorthAvenue LLC
Ohio
$4.43M +$4.43M +226,138 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$4.42M +$222K +11,342 +5%
CT
99
Colonial Trust
South Carolina
$4.35M +$648K +33,094 +18%
CA
100
Clearstead Advisors
Ohio
$4.21M +$10.2K +520 +0.2%