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Invesco BulletShares 2026 Corporate Bond ETF

80 hedge funds and large institutions have $152M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $101M → $152M (+$51.2M)

8.18% more ownership

Funds ownership: 49.61%57.79% (+8.2%)

7% more funds holding

Funds holding: 7580 (+5)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$28.7M +$27.9M +1,332,979 New
EB
2
Eastern Bank
Massachusetts
$17.9M +$1.44M +68,654 +9%
Morgan Stanley
3
Morgan Stanley
New York
$14.3M +$398K +19,029 +3%
CG
4
Colony Group
Massachusetts
$9.06M +$887K +42,419 +11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.41M -$2.25M -107,457 -22%
BFA
6
Beaumont Financial Advisors
Massachusetts
$8.28M +$1.78M +85,094 +28%
Bank of America
7
Bank of America
North Carolina
$6.18M +$167K +8,003 +3%
CPC
8
Cookson Peirce & Co
Pennsylvania
$4.44M +$485K +23,215 +13%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.26M +$168K +8,039 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.73M +$266K +12,743 +8%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$3.73M +$2.86M +136,642 +371%
Wells Fargo
12
Wells Fargo
California
$3.52M +$532K +25,448 +18%
TA
13
TCG Advisors
Texas
$3.43M +$1.42M +67,897 +74%
AIM
14
Anchor Investment Management
South Carolina
$2.99M +$20.2K +967 +0.7%
HA
15
Harfst & Associates
Wyoming
$2.41M +$2.34M +112,159 New
UBS Group
16
UBS Group
Switzerland
$1.99M -$113K -5,413 -6%
Wolverine Trading
17
Wolverine Trading
Illinois
$1.72M +$360K +17,228 +27%
EC
18
Estate Counselors
Wisconsin
$1.66M +$7.32K +350 +0.5%
ADL
19
Asset Dedication LLC
California
$1.62M -$506K -24,222 -24%
Jane Street
20
Jane Street
New York
$1.53M +$616K +29,445 +70%
EWM
21
Empirical Wealth Management
Washington
$1.53M +$13.4K +640 +0.9%
BAM
22
Bruderman Asset Management
New York
$1.29M +$236K +11,284 +23%
AC
23
Apella Capital
Connecticut
$1.27M +$7.28K +348 +0.6%
CIA
24
Capital Investment Advisors
Georgia
$1.08M +$73.9K +3,536 +8%
FAG
25
Financial Advisory Group
Texas
$1.08M +$65.9K +3,150 +7%