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Invesco BulletShares 2026 Corporate Bond ETF

178 hedge funds and large institutions have $804M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

113% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 39

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

38% more capital invested

Capital invested by funds: $581M → $804M (+$223M)

16% more funds holding

Funds holding: 154178 (+24)

2.78% more ownership

Funds ownership: 71.15%73.93% (+2.8%)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
35
Increased
83
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$155M +$156M +8,034,697 New
Morgan Stanley
2
Morgan Stanley
New York
$39.6M +$2.13M +109,195 +6%
BCM
3
Brookstone Capital Management
Illinois
$37.7M +$2.69M +137,957 +8%
MFWM
4
Motley Fool Wealth Management
Virginia
$36.9M +$10.4M +535,896 +39%
FFW
5
Fusion Family Wealth
New York
$33.5M +$28.9M +1,483,235 +585%
EB
6
Eastern Bank
Massachusetts
$28.1M -$263K -13,503 -0.9%
Wells Fargo
7
Wells Fargo
California
$24.6M +$10.2M +521,933 +69%
Bank of America
8
Bank of America
North Carolina
$23M +$686K +35,210 +3%
ADL
9
Asset Dedication LLC
California
$19.5M +$436K +22,380 +2%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$19.1M +$3.61M +185,138 +23%
TLFA
11
True Link Financial Advisors
California
$19.1M +$19.3M +988,767 New
MF
12
Manchester Financial
California
$18.5M +$18.5M +950,567 +7,910%
UBS Group
13
UBS Group
Switzerland
$18.3M +$10.2M +522,396 +123%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16M +$398K +20,459 +3%
TF
15
TLWM Financial
Texas
$14.9M +$334K +17,143 +2%
ACM
16
Advisors Capital Management
New Jersey
$14.9M +$15M +771,511 New
RJA
17
Raymond James & Associates
Florida
$13.6M +$2.65M +135,984 +24%
RW
18
RVW Wealth
California
$12.9M +$8.01M +411,059 +160%
1IA
19
1834 Investment Advisors
Wisconsin
$11.7M +$3.16M +162,225 +37%
LPL Financial
20
LPL Financial
California
$11.5M +$5.13M +263,499 +79%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.8M +$3.16M +162,058 +41%
LPT
22
Legacy Private Trust
Wisconsin
$9.93M +$2.46M +126,128 +32%
GCP
23
Gill Capital Partners
Colorado
$9.83M
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$8.52M +$8.67M +445,343 New
MWM
25
Marietta Wealth Management
Georgia
$8.5M +$349K +17,900 +4%