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Invesco BulletShares 2026 Corporate Bond ETF

337 hedge funds and large institutions have $3.09B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

14% more capital invested

Capital invested by funds: $2.7B → $3.09B (+$389M)

5% more funds holding

Funds holding: 321337 (+16)

0.53% less ownership

Funds ownership: 81.68%81.14% (-0.53%)

Holders
337
Holders Change
+16
Holders Change %
+4.98%
% of All Funds
4.84%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.39%
New
38
Increased
180
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$1.02B +$262M +13,507,243 +35%
Morgan Stanley
2
Morgan Stanley
New York
$138M -$1.73M -88,962 -1%
Wells Fargo
3
Wells Fargo
California
$121M +$2.17M +111,755 +2%
LPL Financial
4
LPL Financial
California
$99M -$5.29M -272,474 -5%
ACA
5
Aptus Capital Advisors
Alabama
$97.6M +$27.7M +1,424,452 +40%
Bank of America
6
Bank of America
North Carolina
$93M -$3.04M -156,215 -3%
UBS Group
7
UBS Group
Switzerland
$80.7M +$10M +515,424 +14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$57.4M +$3.39M +174,225 +6%
HBT
9
Hills Bank & Trust
Iowa
$50.1M +$1.46M +75,230 +3%
Invesco
10
Invesco
Georgia
$45.5M +$7.92M +407,605 +21%
MFWM
11
Motley Fool Wealth Management
Virginia
$43.5M -$1.87M -96,155 -4%
Ameriprise
12
Ameriprise
Minnesota
$40.4M -$3.4M -174,908 -8%
RJA
13
Raymond James & Associates
Florida
$38.2M -$2.36M -121,217 -6%
FFW
14
Fusion Family Wealth
New York
$33.6M +$471K +24,227 +1%
BCM
15
Brookstone Capital Management
Illinois
$31.3M -$305K -15,677 -1%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$30.4M -$868K -44,683 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$29.9M +$13.9M +716,716 +88%
SFG
18
SNS Financial Group
Minnesota
$29.7M +$1.12M +57,784 +4%
ADL
19
Asset Dedication LLC
California
$27.9M +$835K +42,962 +3%
TF
20
TLWM Financial
Texas
$27.5M +$701K +36,053 +3%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$26.2M +$446K +22,940 +2%
Stifel Financial
22
Stifel Financial
Missouri
$26.1M +$1.82M +93,505 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$25.5M -$3.94M -202,926 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$24M +$3.04M +156,367 +15%
SRC
25
Shufro Rose & Co
New York
$22.7M