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Invesco BulletShares 2026 Corporate Bond ETF

268 hedge funds and large institutions have $1.5B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.37B → $1.5B (+$135M)

6% more funds holding

Funds holding: 252268 (+16)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.55% more ownership

Funds ownership: 76.04%76.59% (+0.55%)

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
29
Increased
139
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$100M +$25.5M +1,336,666 +34%
Wells Fargo
2
Wells Fargo
California
$87.7M +$4.81M +251,947 +6%
ACA
3
Aptus Capital Advisors
Alabama
$74.1M -$9.85M -515,389 -12%
Bank of America
4
Bank of America
North Carolina
$65M +$13.3M +695,162 +25%
SRC
5
Shufro Rose & Co
New York
$53.9M -$9.53M -498,957 -15%
UBS Group
6
UBS Group
Switzerland
$49.7M +$7.18M +375,797 +17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$47.8M +$10.5M +547,607 +28%
Ameriprise
8
Ameriprise
Minnesota
$41.6M +$5.63M +294,788 +15%
BCM
9
Brookstone Capital Management
Illinois
$38.9M -$430K -22,494 -1%
Lido Advisors
10
Lido Advisors
California
$38.1M +$29.3M +1,531,642 +321%
LPL Financial
11
LPL Financial
California
$35.6M +$2.84M +148,900 +9%
Jane Street
12
Jane Street
New York
$32.4M +$22.1M +1,157,892 +209%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$31.7M +$1.13M +59,178 +4%
FFW
14
Fusion Family Wealth
New York
$31.1M +$560K +29,326 +2%
EB
15
Eastern Bank
Massachusetts
$27.3M +$328K +17,155 +1%
MFWM
16
Motley Fool Wealth Management
Virginia
$26.3M +$749K +39,229 +3%
EWP
17
Engrave Wealth Partners
Texas
$21M +$1.51M +79,060 +8%
ADL
18
Asset Dedication LLC
California
$20.7M +$77.6K +4,060 +0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$20.3M +$4.52M +236,805 +28%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$20.2M +$534K +27,929 +3%
TF
21
TLWM Financial
Texas
$19.9M +$1.24M +64,960 +7%
ACM
22
Advisors Capital Management
New Jersey
$19.4M -$6.78M -355,121 -26%
T
23
TCWP
Ohio
$18.6M -$1.68M -87,948 -8%
NA
24
Nottingham Advisors
New York
$16.8M +$15.4M +803,865 +995%
RJA
25
Raymond James & Associates
Florida
$15.8M +$2.59M +135,609 +19%