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Invesco BulletShares 2026 Corporate Bond ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.31B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 178 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
314
Holders Change
+10
Holders Change %
+3.29%
% of All Funds
4.55%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
37
Increased
178
Reduced
66
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$508M
2
LPL Financial
2
LPL Financial
California
$86.2M
3
SFG
3
SNS Financial Group
Minnesota
$26.2M
4
Bank of America
4
Bank of America
North Carolina
$92M
5
UBS Group
5
UBS Group
Switzerland
$69.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
SRC
2
Shufro Rose & Co
New York
$21.5M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
Jane Street
4
Jane Street
New York
$19.5M
5
NA
5
Nottingham Advisors
New York
$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
201
J.W. Cole Advisors
Florida
$589K +$51K +2,653 +9%
PCP
202
Proficio Capital Partners
Massachusetts
$579K +$579K +30,129 New
CIA
203
Capital Investment Advisors
Georgia
$568K -$38K -1,979 -6%
SIC
204
Sigma Investment Counselors
Michigan
$566K -$92.2K -4,800 -14%
BMM
205
Berkshire Money Management
Massachusetts
$556K +$149K +7,756 +37%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$540K +$163K +8,500 +43%
SWP
207
Stratos Wealth Partners
Ohio
$530K +$217K +11,279 +69%
WA
208
WESPAC Advisors
California
$525K +$15.6K +811 +3%
SG
209
Strid Group
Pennsylvania
$525K +$4.84K +252 +0.9%
FIM
210
Freedom Investment Management
Connecticut
$518K -$196K -10,226 -27%
KPWS
211
Kestra Private Wealth Services
Texas
$510K +$290K +15,075 +132%
SCA
212
Snowden Capital Advisors
New York
$509K +$21.3K +1,111 +4%
GFPC
213
Global Financial Private Client
Florida
$507K +$2.69K +140 +0.5%
SFC
214
Strategic Financial Concepts
Texas
$499K +$123K +6,428 +33%
Corient Private Wealth
215
Corient Private Wealth
Florida
$491K +$491K +25,553 New
AWA
216
Arete Wealth Advisors
Illinois
$490K +$490K +25,510 New
RC
217
Roundview Capital
New Jersey
$485K – – –
FA
218
FC Advisory
Pennsylvania
$478K -$53.2K -2,768 -10%
FCCM
219
First City Capital Management
Georgia
$477K +$477K +24,821 New
KWM
220
Kingsview Wealth Management
Oregon
$476K -$37.7K -1,965 -7%
NRI
221
NFP Retirement Inc
California
$459K +$459K +23,868 New
SM
222
Sensible Money
Arizona
$439K +$38.3K +1,995 +10%
DWA
223
Divergent Wealth Advisors
Utah
$435K – – –
FFIC
224
First Fiduciary Investment Counsel
Ohio
$435K +$50K +2,600 +13%
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$433K +$12.1K +629 +3%
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9
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