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Invesco BulletShares 2026 Corporate Bond ETF

209 hedge funds and large institutions have $882M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 51

17% more funds holding

Funds holding: 178209 (+31)

10% more capital invested

Capital invested by funds: $804M → $882M (+$78.1M)

1% more ownership

Funds ownership: 73.93%74.92% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
37
Increased
96
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$121M -$29.7M -1,539,719 -19%
Morgan Stanley
2
Morgan Stanley
New York
$41.7M +$3.48M +180,444 +9%
BCM
3
Brookstone Capital Management
Illinois
$37.2M +$991K +51,379 +3%
Wells Fargo
4
Wells Fargo
California
$32.6M +$9.18M +476,028 +37%
Bank of America
5
Bank of America
North Carolina
$28.5M +$6.47M +335,666 +28%
MFWM
6
Motley Fool Wealth Management
Virginia
$26.9M -$9.07M -470,519 -25%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$26.3M +$8.07M +418,439 +42%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26M +$10.9M +564,270 +68%
EB
9
Eastern Bank
Massachusetts
$25.8M -$1.36M -70,745 -5%
UBS Group
10
UBS Group
Switzerland
$22.6M +$5.06M +262,454 +28%
TLFA
11
True Link Financial Advisors
California
$20.7M +$2.38M +123,470 +12%
ADL
12
Asset Dedication LLC
California
$19.9M +$1.11M +57,677 +6%
CAI
13
Capital Advisors Inc
Oklahoma
$19.5M +$20.4M +1,057,160 New
LPL Financial
14
LPL Financial
California
$19.2M +$8.31M +430,691 +72%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$17.4M +901,761 New
ACM
16
Advisors Capital Management
New Jersey
$16.7M +$2.17M +112,700 +15%
TF
17
TLWM Financial
Texas
$15.4M +$922K +47,786 +6%
BFG
18
Beacon Financial Group
Texas
$13M +$12.6M +650,917 New
HPC
19
HM Payson & Co
Maine
$12.3M +$12.7M +658,565 New
ICG
20
InterOcean Capital Group
Tennessee
$12.1M +$12.6M +651,618 New
RW
21
RVW Wealth
California
$11.9M -$627K -32,513 -5%
RJA
22
Raymond James & Associates
Florida
$10.9M -$2.39M -124,087 -18%
SPIA
23
Steward Partners Investment Advisory
New York
$10.8M +$4.57M +236,968 +70%
LPT
24
Legacy Private Trust
Wisconsin
$10.1M +$486K +25,207 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.96M -$489K -25,337 -5%