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Invesco BulletShares 2026 Corporate Bond ETF

77 hedge funds and large institutions have $170M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 5

12% more capital invested

Capital invested by funds: $152M → $170M (+$17.8M)

0.72% less ownership

Funds ownership: 57.79%57.07% (-0.72%)

4% less funds holding

Funds holding: 8077 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $669K

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
5
Closed
12
Calls
Puts
$669K
Net Calls
-$669K
Net Calls Change
-$669K
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$30M +$1.2M +55,440 +4%
EB
2
Eastern Bank
Massachusetts
$19.5M +$1.47M +67,625 +8%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M +$1.42M +65,426 +10%
CG
4
Colony Group
Massachusetts
$9.54M +$429K +19,724 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.88M +$423K +19,477 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.78M +$4.04M +185,802 +107%
Bank of America
7
Bank of America
North Carolina
$6.95M +$732K +33,708 +12%
CPC
8
Cookson Peirce & Co
Pennsylvania
$5.38M +$910K +41,882 +20%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$5.02M +$1.27M +58,613 +34%
BFA
10
Beaumont Financial Advisors
Massachusetts
$4.96M -$3.39M -156,010 -40%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.82M +$535K +24,604 +12%
Wells Fargo
12
Wells Fargo
California
$4.47M +$931K +42,854 +26%
ADL
13
Asset Dedication LLC
California
$4.2M +$2.58M +118,664 +158%
HA
14
Harfst & Associates
Wyoming
$4.09M +$1.67M +76,991 +69%
NCM
15
Novare Capital Management
North Carolina
$3.67M +$2.92M +134,432 +381%
AIM
16
Anchor Investment Management
South Carolina
$3.43M +$423K +19,464 +14%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.86M +$1.86M +85,791 New
UBS Group
18
UBS Group
Switzerland
$1.69M -$308K -14,170 -15%
EWM
19
Empirical Wealth Management
Washington
$1.54M +$630 +29 +0%
RMDI
20
R.M. Davis Inc
Maine
$1.52M +$498K +22,920 +48%
Citadel Advisors
21
Citadel Advisors
Florida
$1.44M +$835K +38,430 +137%
Jane Street
22
Jane Street
New York
$1.39M -$157K -7,237 -10%
AC
23
Apella Capital
Connecticut
$1.34M +$62.5K +2,876 +5%
BAM
24
Bruderman Asset Management
New York
$1.3M +$7.54K +347 +0.6%
PAG
25
Private Advisor Group
New Jersey
$1.25M +$212K +9,768 +20%