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Invesco BulletShares 2026 Corporate Bond ETF

390 hedge funds and large institutions have $3.31B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 190 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 113

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

1% less funds holding

Funds holding: 393390 (-3)

5% less capital invested

Capital invested by funds: $3.48B → $3.31B (-$167M)

3.67% less ownership

Funds ownership: 82.01%78.34% (-3.7%)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

Holders
390
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.12%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.34%
New
25
Increased
190
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$1.03B -$184M -9,404,908 -15%
UBS Group
2
UBS Group
Switzerland
$145M -$11.1M -565,973 -7%
LPL Financial
3
LPL Financial
California
$144M +$14.6M +744,672 +11%
Wells Fargo
4
Wells Fargo
California
$144M +$103K +5,252 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$142M +$931K +47,631 +0.7%
Bank of America
6
Bank of America
North Carolina
$102M +$3.87M +198,156 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$88.3M +$3.89M +198,915 +5%
Invesco
8
Invesco
Georgia
$66.5M +$7.93M +405,524 +14%
HBT
9
Hills Bank & Trust
Iowa
$54.9M +$1.83M +93,448 +3%
MCM
10
MAI Capital Management
Ohio
$49.2M -$607K -31,031 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
$44.1M +$2.74M +140,214 +7%
Ameriprise
12
Ameriprise
Minnesota
$41.2M +$3.61M +184,830 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$35.4M +$985K +50,402 +3%
FFW
14
Fusion Family Wealth
New York
$35.3M +$153K +7,826 +0.4%
SFG
15
SNS Financial Group
Minnesota
$34.5M +$718K +36,713 +2%
Stifel Financial
16
Stifel Financial
Missouri
$31.7M +$630K +32,245 +2%
TF
17
TLWM Financial
Texas
$31M +$491K +25,121 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30M +$3.04M +155,522 +11%
BCM
19
Brookstone Capital Management
Illinois
$28.9M +$251K +12,855 +0.9%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$27.1M +$234K +11,947 +0.9%
ADL
21
Asset Dedication LLC
California
$26.4M +$849K +43,446 +3%
RMDI
22
R.M. Davis Inc
Maine
$26.2M +$253K +12,943 +1%
MA
23
MONECO Advisors
Connecticut
$25M +$3.14M +160,620 +14%
SRC
24
Shufro Rose & Co
New York
$22.8M -$1.06M -54,229 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$22.6M +$2.79M +142,696 +14%