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Invesco BulletShares 2026 Corporate Bond ETF

268 hedge funds and large institutions have $1.5B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.37B → $1.5B (+$135M)

6% more funds holding

Funds holding: 252268 (+16)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.55% more ownership

Funds ownership: 76.04%76.59% (+0.55%)

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
29
Increased
139
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
201
Berkshire Money Management
Massachusetts
$307K
ES
202
ETF Store
Kansas
$306K +$2.14K +112 +0.7%
LWMG
203
Levy Wealth Management Group
Pennsylvania
$301K
RSWM
204
Robertson Stephens Wealth Management
California
$300K
OP
205
ORG Partners
Indiana
$299K +$20.4K +1,067 +7%
FIM
206
Freedom Investment Management
Connecticut
$299K -$135K -7,076 -31%
MGIA
207
Matthew Goff Investment Advisor
Texas
$289K -$4.22K -221 -1%
WIM
208
Waycross Investment Management
Washington
$286K
AWE
209
Avidian Wealth Enterprises
Texas
$286K +$288K +15,087 New
PTC
210
Private Trust Company
Ohio
$284K
FWA
211
FSM Wealth Advisors
Ohio
$284K
YIA
212
YHB Investment Advisors
Connecticut
$276K -$5.92K -310 -2%
AWM
213
Apollon Wealth Management
South Carolina
$275K
FFN
214
Focus Financial Network
Minnesota
$273K +$2.23K +117 +0.8%
FFIC
215
First Fiduciary Investment Counsel
Ohio
$273K
ISB
216
Iowa State Bank
Iowa
$272K -$28.8K -1,505 -10%
OIM
217
Oder Investment Management
California
$264K -$50.3K -2,633 -16%
SEIA
218
Signature Estate & Investment Advisors
California
$253K +$12.2K +639 +5%
AWM
219
AE Wealth Management
Kansas
$247K -$144K -7,516 -37%
JFG
220
JMG Financial Group
Illinois
$247K +$249K +13,028 New
KP
221
Keel Point
Alabama
$242K -$21.6K -1,131 -8%
AA
222
Ancora Advisors
Ohio
$239K
CIAS
223
Capital Investment Advisory Services
North Carolina
$238K
WA
224
WESPAC Advisors
California
$236K +$238K +12,462 New
DADC
225
D.A. Davidson & Co
Montana
$230K +$5.18K +271 +2%