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Invesco BulletShares 2026 Corporate Bond ETF

417 hedge funds and large institutions have $3.56B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 118 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

64% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 118

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

7% more capital invested

Capital invested by funds: $3.31B → $3.56B (+$244M)

7% more funds holding

Funds holding: 390417 (+27)

4.42% more ownership

Funds ownership: 78.34%82.76% (+4.4%)

Holders
417
Holders Change
+27
Holders Change %
+6.92%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.38%
New
59
Increased
193
Reduced
118
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$1.13B +$97.5M +4,982,335 +9%
LPL Financial
2
LPL Financial
California
$150M +$5.01M +255,833 +3%
Morgan Stanley
3
Morgan Stanley
New York
$144M +$2.62M +134,039 +2%
UBS Group
4
UBS Group
Switzerland
$139M -$6.06M -309,359 -4%
Wells Fargo
5
Wells Fargo
California
$138M -$6.11M -312,113 -4%
Bank of America
6
Bank of America
North Carolina
$105M +$2.58M +131,588 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$90.8M +$2.43M +123,891 +3%
Invesco
8
Invesco
Georgia
$68M +$1.5M +76,389 +2%
HBT
9
Hills Bank & Trust
Iowa
$55.3M +$360K +18,386 +0.7%
MCM
10
MAI Capital Management
Ohio
$53.8M +$4.56M +232,860 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$51.5M +$7.28M +371,844 +16%
Ameriprise
12
Ameriprise
Minnesota
$44M +$2.75M +140,706 +7%
FFW
13
Fusion Family Wealth
New York
$42.8M +$7.46M +381,212 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$35.4M -$79.5K -4,062 -0.2%
SFG
15
SNS Financial Group
Minnesota
$35.3M +$820K +41,877 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$32.6M +$2.58M +131,736 +9%
TF
17
TLWM Financial
Texas
$30.9M -$179K -9,151 -0.6%
BCM
18
Brookstone Capital Management
Illinois
$29.6M +$664K +33,892 +2%
ADL
19
Asset Dedication LLC
California
$27.7M +$1.32M +67,660 +5%
RMDI
20
R.M. Davis Inc
Maine
$26.2M +$47.6K +2,432 +0.2%
MA
21
MONECO Advisors
Connecticut
$26.1M +$1.06M +54,118 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$24.5M +$1.89M +96,783 +8%
HCM
23
Hudson Capital Management
New Jersey
$24.5M +$15.8M +807,073 +182%
SRC
24
Shufro Rose & Co
New York
$23.3M +$393K +20,080 +2%
BWM
25
BCS Wealth Management
Tennessee
$21.5M +$10.5M +534,928 +95%