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Invesco BulletShares 2028 Corporate Bond ETF

259 hedge funds and large institutions have $1.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.75%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
151
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
201
Newbridge Financial Services Group
Florida
$295K
SWP
202
Summit Wealth Partners
Florida
$288K +$1.01K +49 +0.4%
WA
203
Waverly Advisors
Alabama
$285K +$285K +13,852 New
MIH
204
Meitav Investment House
Israel
$280K +$280K +13,617 New
YWM
205
Yoder Wealth Management
California
$277K
KP
206
Keel Point
Alabama
$276K +$144 +7 +0.1%
LFG
207
Larson Financial Group
Missouri
$267K +$129K +6,255 +93%
DCM
208
Davis Capital Management
Florida
$263K -$6.99K -340 -3%
PS
209
Principal Securities
Iowa
$261K +$207K +10,051 +378%
GCA
210
Genesee Capital Advisors
New York
$260K
TCA
211
Transcend Capital Advisors
New Jersey
$253K
ASN
212
Advisory Services Network
Georgia
$243K
KOC
213
Koss-Olinger Consulting
Florida
$239K
NWAG
214
Net Worth Advisory Group
Utah
$238K +$238K +11,571 New
KPWS
215
Kestra Private Wealth Services
Texas
$233K +$233K +11,348 New
LA
216
Latitude Advisors
Florida
$228K +$228K +11,093 New
FFIC
217
First Fiduciary Investment Counsel
Ohio
$228K +$228K +11,080 New
OIA
218
OneDigital Investment Advisors
Kansas
$223K +$223K +10,833 New
BFG
219
Berger Financial Group
Minnesota
$221K +$221K +10,756 New
BEI
220
Benjamin Edwards Inc
Missouri
$213K +$213K +10,345 New
AIFAIM
221
American Institute for Advanced Investment Management
Arizona
$212K +$212K +10,300 New
SS
222
Sound Stewardship
Kansas
$207K +$207K +10,053 New
FFG
223
Foundry Financial Group
New Hampshire
$205K +$205K +9,995 New
CIAS
224
Capital Investment Advisory Services
North Carolina
$205K -$7.63K -371 -4%
NF
225
Nikulski Financial
Iowa
$205K -$4.11K -200 -2%