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Invesco BulletShares 2026 Corporate Bond ETF

315 hedge funds and large institutions have $2.31B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 66

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $1.88B → $2.31B (+$430M)

3% more funds holding

Funds holding: 305315 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4.28% less ownership

Funds ownership: 82.13%77.85% (-4.3%)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.54%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
37
Increased
179
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$508M +$444M +23,096,170 +1,176%
Morgan Stanley
2
Morgan Stanley
New York
$138M -$112M -5,827,574 -45%
Wells Fargo
3
Wells Fargo
California
$115M +$7M +364,063 +6%
Bank of America
4
Bank of America
North Carolina
$92M +$16.2M +841,343 +21%
LPL Financial
5
LPL Financial
California
$86.2M +$25.5M +1,326,464 +42%
UBS Group
6
UBS Group
Switzerland
$69.1M +$13.9M +724,565 +25%
Ameriprise
7
Ameriprise
Minnesota
$52.5M +$4.25M +221,140 +9%
ACA
8
Aptus Capital Advisors
Alabama
$51.4M +$6.56M +340,773 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$49.5M +$2.71M +140,932 +6%
HBT
10
Hills Bank & Trust
Iowa
$43.5M +$8.45M +439,447 +24%
FFW
11
Fusion Family Wealth
New York
$32.5M +$633K +32,923 +2%
MWA
12
MFA Wealth Advisors
Pennsylvania
$31.7M +$1.01M +52,745 +3%
BCM
13
Brookstone Capital Management
Illinois
$31.7M -$2.51M -130,492 -7%
Invesco
14
Invesco
Georgia
$30.3M +$2.96M +154,119 +11%
EB
15
Eastern Bank
Massachusetts
$30.2M +$2.37M +123,345 +9%
MFWM
16
Motley Fool Wealth Management
Virginia
$29.4M +$1.13M +58,702 +4%
ADL
17
Asset Dedication LLC
California
$26.2M +$4.91M +255,236 +23%
SFG
18
SNS Financial Group
Minnesota
$26.2M +$23.8M +1,239,129 +1,014%
TF
19
TLWM Financial
Texas
$25.8M +$1.81M +94,344 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$25M +$8.15M +423,406 +48%
RJA
21
Raymond James & Associates
Florida
$23.1M +$1.93M +100,367 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22.9M +$1.99M +103,509 +9%
Stifel Financial
23
Stifel Financial
Missouri
$22.4M +$2.36M +122,621 +12%
SRC
24
Shufro Rose & Co
New York
$21.5M -$32.2M -1,673,038 -60%
Jane Street
25
Jane Street
New York
$19.5M -$15.3M -797,142 -44%