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Invesco BulletShares 2026 Corporate Bond ETF

321 hedge funds and large institutions have $2.7B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $2.31B → $2.7B (+$385M)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

3.83% more ownership

Funds ownership: 77.85%81.68% (+3.8%)

2% more funds holding

Funds holding: 315321 (+6)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
28
Increased
180
Reduced
75
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$738M +$258M +13,446,669 +54%
Morgan Stanley
2
Morgan Stanley
New York
$137M -$888K -46,323 -0.6%
Wells Fargo
3
Wells Fargo
California
$116M +$1.23M +63,999 +1%
LPL Financial
4
LPL Financial
California
$102M +$16.3M +848,067 +19%
Bank of America
5
Bank of America
North Carolina
$94.2M +$2.3M +119,715 +2%
UBS Group
6
UBS Group
Switzerland
$69.3M +$241K +12,596 +0.3%
ACA
7
Aptus Capital Advisors
Alabama
$68.4M +$17.1M +894,065 +33%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$52.9M +$3.56M +185,601 +7%
HBT
9
Hills Bank & Trust
Iowa
$47.6M +$4.17M +217,614 +10%
MFWM
10
Motley Fool Wealth Management
Virginia
$44.6M +$15.2M +792,548 +52%
Ameriprise
11
Ameriprise
Minnesota
$42.9M -$9.57M -499,063 -18%
RJA
12
Raymond James & Associates
Florida
$39.7M +$16.7M +872,043 +73%
Invesco
13
Invesco
Georgia
$36.8M +$6.55M +341,686 +22%
MWA
14
MFA Wealth Advisors
Pennsylvania
$33.7M +$2.03M +105,820 +6%
FFW
15
Fusion Family Wealth
New York
$32.5M +$21.6K +1,129 +0.1%
BCM
16
Brookstone Capital Management
Illinois
$31.2M -$718K -37,444 -2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$30.7M +$19M +990,041 +162%
EB
18
Eastern Bank
Massachusetts
$30.5M +$307K +16,022 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$28.9M +$6M +313,050 +26%
SFG
20
SNS Financial Group
Minnesota
$28M +$1.88M +98,142 +7%
ADL
21
Asset Dedication LLC
California
$26.5M +$300K +15,669 +1%
TF
22
TLWM Financial
Texas
$26.3M +$602K +31,427 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$26.2M +$1.29M +67,450 +5%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$25.2M +$14.1M +735,962 +127%
Stifel Financial
25
Stifel Financial
Missouri
$23.8M +$1.39M +72,689 +6%