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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
CTA
101
Colonial Trust Advisors
South Carolina
$3.56M +$476K +24,505 +16%
ACM
102
AlphaStar Capital Management
North Carolina
$3.56M +$702K +36,117 +25%
DAS
103
Diversify Advisory Services
Utah
$3.46M +$7.29K +375 +0.2%
OPA
104
Old Port Advisors
Maine
$3.41M +$94.9K +4,884 +3%
SIC
105
SFE Investment Counsel
California
$3.41M +$55.3K +2,846 +2%
HWM
106
Horizons Wealth Management
North Carolina
$3.35M -$3.42K -176 -0.1%
SEEDPG
107
S.E.E.D. Planning Group
New York
$3.19M +$106K +5,471 +3%
EWM
108
Empirical Wealth Management
Washington
$3.11M +$142K +7,307 +5%
ECM
109
Exchange Capital Management
Michigan
$2.95M -$67.1K -3,451 -2%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9M +$229K +11,782 +9%
NCM
111
Novare Capital Management
North Carolina
$2.75M -$29.2K -1,501 -1%
JP Morgan Chase
112
JP Morgan Chase
New York
$2.53M +$1.9M +97,985 +314%
P
113
Paradiem
Louisiana
$2.52M -$1.81K -93 -0.1%
GWM
114
Geneos Wealth Management
Colorado
$2.49M +$505K +26,007 +26%
SAM
115
Secure Asset Management
Michigan
$2.48M +$171K +8,777 +7%
GIA
116
Gladstone Institutional Advisory
Florida
$2.48M +$13.3K +682 +0.5%
TF
117
Tenon Financial
New Jersey
$2.41M +$713K +36,684 +42%
CT
118
Colonial Trust
South Carolina
$2.41M +$405K +20,846 +20%
SI
119
Stephens Inc
Arkansas
$2.34M +$958K +49,304 +70%
FF
120
Farnam Financial
Arizona
$2.24M +$2.22M +114,473 New
AWG
121
Altus Wealth Group
Colorado
$2.22M -$478K -24,591 -18%
Truist Financial
122
Truist Financial
North Carolina
$2.19M +$317K +16,333 +17%
KBFS
123
Kohmann Bosshard Financial Services
Ohio
$2.14M +$3.34K +172 +0.2%
AFA
124
AA Financial Advisors
Ohio
$2.12M +$904K +46,520 +75%
BFG
125
Beacon Financial Group
Texas
$2.1M -$22.5K -1,156 -1%