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Invesco BulletShares 2026 Corporate Bond ETF

392 hedge funds and large institutions have $3.53B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 204 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

119% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 93

7% more funds holding

Funds holding: 367392 (+25)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more capital invested

Capital invested by funds: $3.5B → $3.53B (+$32.7M)

0.24% less ownership

Funds ownership: 82.76%82.52% (-0.24%)

Holders
392
Holders Change
+25
Holders Change %
+6.81%
% of All Funds
5.26%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.42%
New
47
Increased
204
Reduced
93
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$1.23B +$9.3M +477,254 +0.8%
UBS Group
2
UBS Group
Switzerland
$189M -$10.9M -558,156 -5%
Wells Fargo
3
Wells Fargo
California
$141M +$4.13M +211,985 +3%
Morgan Stanley
4
Morgan Stanley
New York
$137M +$2.13M +109,435 +2%
LPL Financial
5
LPL Financial
California
$123M +$13.6M +699,021 +12%
Bank of America
6
Bank of America
North Carolina
$98.2M +$4.85M +249,136 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$84.1M -$20.1M -1,031,704 -19%
HBT
8
Hills Bank & Trust
Iowa
$52.7M +$1.09M +56,115 +2%
MCM
9
MAI Capital Management
Ohio
$51.3M +$3.8M +195,254 +8%
Invesco
10
Invesco
Georgia
$50.3M +$5.31M +272,387 +12%
Ameriprise
11
Ameriprise
Minnesota
$35.8M -$2.74M -140,859 -7%
MML Investors Services
12
MML Investors Services
Massachusetts
$35.6M +$2.84M +145,973 +9%
SFG
13
SNS Financial Group
Minnesota
$33.4M +$1.49M +76,274 +5%
FFW
14
Fusion Family Wealth
New York
$33.4M +$44.1K +2,266 +0.1%
TF
15
TLWM Financial
Texas
$30.3M +$639K +32,794 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$30.2M +$5.84M +300,062 +24%
Stifel Financial
17
Stifel Financial
Missouri
$30.1M +$2.39M +122,833 +9%
BCM
18
Brookstone Capital Management
Illinois
$30M -$683K -35,042 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$29.3M +$4.32M +221,651 +17%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$26.7M -$118K -6,072 -0.4%
ADL
21
Asset Dedication LLC
California
$25.7M +$166K +8,519 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$25.5M +$1.84M +94,321 +8%
RMDI
23
R.M. Davis Inc
Maine
$24.8M +$1.47M +75,713 +6%
SRC
24
Shufro Rose & Co
New York
$24.2M -$5.2M -267,154 -18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$21.5M +$7.51M +385,440 +54%