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Invesco BulletShares 2026 Corporate Bond ETF

92 hedge funds and large institutions have $212M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 7

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $170M → $212M (+$41.5M)

19% more funds holding

Funds holding: 7792 (+15)

2.41% more ownership

Funds ownership: 57.07%59.48% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+15
Holders Change %
+19.48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$28.2M -$2.19M -100,553 -7%
EB
2
Eastern Bank
Massachusetts
$21.2M +$1.45M +66,441 +7%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M +$1.78M +81,948 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.5M +$2.49M +114,246 +28%
CG
5
Colony Group
Massachusetts
$10.5M +$776K +35,643 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.14M +$261K +11,981 +3%
Bank of America
7
Bank of America
North Carolina
$7.86M +$813K +37,340 +12%
Wells Fargo
8
Wells Fargo
California
$7.14M +$2.59M +118,813 +57%
1IA
9
1834 Investment Advisors
Wisconsin
$6.75M +$6.56M +301,341 +4,635%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$6.2M +$1.1M +50,735 +22%
CPC
11
Cookson Peirce & Co
Pennsylvania
$5.9M +$446K +20,482 +8%
ADL
12
Asset Dedication LLC
California
$5.65M +$1.37M +62,983 +32%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.16M +$269K +12,374 +6%
NCM
14
Novare Capital Management
North Carolina
$4.55M +$824K +37,863 +22%
HA
15
Harfst & Associates
Wyoming
$4.12M -$28.1K -1,291 -0.7%
HIP
16
HUB Investment Partners
Texas
$3.94M +$3.96M +181,915 New
RJA
17
Raymond James & Associates
Florida
$3.66M +$2.49M +114,591 +218%
AIM
18
Anchor Investment Management
South Carolina
$3.1M -$368K -16,900 -11%
BCM
19
Brookstone Capital Management
Illinois
$2.65M +$2.63M +120,933 New
FI
20
FormulaFolio Investments
Michigan
$2.38M +$2.36M +108,461 New
YIA
21
YHB Investment Advisors
Connecticut
$2.3M +$1.03M +47,306 +82%
Wolverine Trading
22
Wolverine Trading
Illinois
$2.25M +$2.24M +102,715 New
BAM
23
Bruderman Asset Management
New York
$2.21M +$885K +40,667 +68%
RMDI
24
R.M. Davis Inc
Maine
$2.15M +$596K +27,375 +39%
UBS Group
25
UBS Group
Switzerland
$2.12M +$407K +18,688 +24%