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Invesco BulletShares 2026 Corporate Bond ETF

246 hedge funds and large institutions have $1.1B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

25% more capital invested

Capital invested by funds: $882M → $1.1B (+$217M)

18% more funds holding

Funds holding: 209246 (+37)

0.12% less ownership

Funds ownership: 74.92%74.8% (-0.12%)

Holders
246
Holders Change
+37
Holders Change %
+17.7%
% of All Funds
3.95%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
50
Increased
118
Reduced
56
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$88.9M -$33.8M -1,799,578 -28%
Wells Fargo
2
Wells Fargo
California
$74.9M +$41.5M +2,205,538 +126%
SRC
3
Shufro Rose & Co
New York
$64.4M +$63.7M +3,386,174 +19,262%
Morgan Stanley
4
Morgan Stanley
New York
$53M +$10.6M +563,050 +25%
Bank of America
5
Bank of America
North Carolina
$46.8M +$17.8M +945,968 +62%
BCM
6
Brookstone Capital Management
Illinois
$39.5M +$1.26M +67,219 +3%
UBS Group
7
UBS Group
Switzerland
$37M +$14M +742,569 +61%
FFW
8
Fusion Family Wealth
New York
$31.2M +$31M +1,646,850 New
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$29M +$2.31M +122,773 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29M +$2.55M +135,502 +10%
LPL Financial
11
LPL Financial
California
$27.1M +$7.6M +404,120 +39%
MFWM
12
Motley Fool Wealth Management
Virginia
$25.8M -$1.48M -78,583 -5%
EB
13
Eastern Bank
Massachusetts
$25.5M -$728K -38,694 -3%
TLFA
14
True Link Financial Advisors
California
$22.5M +$1.4M +74,486 +7%
ADL
15
Asset Dedication LLC
California
$20.2M -$54.9K -2,922 -0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$1.8M +95,780 +11%
ACM
17
Advisors Capital Management
New Jersey
$17.7M +$947K +50,351 +6%
HPC
18
HM Payson & Co
Maine
$15.1M +$2.61M +138,746 +21%
TF
19
TLWM Financial
Texas
$14.3M -$1.23M -65,366 -8%
MF
20
Manchester Financial
California
$14M +$4.18M +222,375 +43%
SPIA
21
Steward Partners Investment Advisory
New York
$12.9M +$1.95M +103,884 +18%
SFG
22
Sterling Financial Group
California
$11.7M +$11.6M +615,978 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.8M +$666K +35,428 +7%
LPT
24
Legacy Private Trust
Wisconsin
$10.5M +$293K +15,595 +3%
SPA
25
Sentinel Pension Advisors
Massachusetts
$9.55M +$9.48M +504,382 New