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Invesco BulletShares 2026 Corporate Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $3.5B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 184 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
365
Holders Change
+30
Holders Change %
+8.96%
% of All Funds
4.86%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
62
Increased
184
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$1.22B
2
UBS Group
2
UBS Group
Switzerland
$199M
3
MCM
3
MAI Capital Management
Ohio
$47.4M
4
IAA
4
Independent Advisor Alliance
North Carolina
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$137M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$1.92M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$26.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$5.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
101
ProVise Management Group
Florida
$3.89M 200,356 +2,659 +1%
SIC
102
SFE Investment Counsel
California
$3.75M 192,758 +18,338 +11%
BEI
103
Benjamin Edwards Inc
Missouri
$3.72M 191,679 +2,041 +1%
CP
104
Cornerstone Planning
North Carolina
$3.68M 189,415 +189,415 New
DAS
105
Diversify Advisory Services
Utah
$3.63M 186,528 +8,840 +5%
HWM
106
Horizons Wealth Management
North Carolina
$3.52M 181,121 +9,831 +6%
IWC
107
Infinity Wealth Counsel
Ohio
$3.37M 173,412 +173,412 New
OLA
108
Oliver Luxxe Assets
New Jersey
$3.31M 169,731 +78,453 +86%
SEEDPG
109
S.E.E.D. Planning Group
New York
$3.29M 169,454 +6,593 +4%
GWA
110
Genesis Wealth Advisors
Massachusetts
$3.27M 168,508 +168,508 New
EWM
111
Empirical Wealth Management
Washington
$3.13M 161,294 +2,496 +2%
TF
112
Tenon Financial
New Jersey
$3.13M 160,917 +37,501 +30%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.96M 152,207 +4,011 +3%
Creative Planning
114
Creative Planning
Kansas
$2.93M 150,770 +94,843 +170%
SAM
115
Secure Asset Management
Michigan
$2.91M 150,018 +23,158 +18%
ECM
116
Exchange Capital Management
Michigan
$2.88M 148,435 -2,402 -2%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.86M 147,340 +84,287 +134%
NCM
118
Novare Capital Management
North Carolina
$2.79M 143,820 +3,417 +2%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$2.79M 143,362 +55,064 +62%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.76M 142,082 +100,023 +238%
GLA
121
Good Life Advisors
Pennsylvania
$2.72M 140,019 -216,561 -61%
CFS
122
CRA Financial Services
New Jersey
$2.72M 139,802 +35,275 +34%
GWM
123
Geneos Wealth Management
Colorado
$2.71M 139,681 +12,544 +10%
CT
124
Colonial Trust
South Carolina
$2.7M 138,967 +15,561 +13%
FF
125
Farnam Financial
Arizona
$2.69M 138,342 +23,869 +21%
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5
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