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Invesco BulletShares 2029 Corporate Bond ETF

266 hedge funds and large institutions have $1.7B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 153 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
266
Holders Change
+11
Holders Change %
+4.31%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
29
Increased
153
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$122M 6,516,929 +346,249 +6%
Lido Advisors
2
Lido Advisors
California
$113M 6,031,301 +205,298 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$82.3M 4,403,485 +371,271 +9%
Wells Fargo
4
Wells Fargo
California
$68.2M 3,646,139 +342,917 +10%
LPL Financial
5
LPL Financial
California
$63.6M 3,398,644 -352,486 -9%
ACA
6
Aptus Capital Advisors
Alabama
$60.4M 3,228,386 +178,916 +6%
CA
7
Clearstead Advisors
Ohio
$55.7M 2,979,683 +65,642 +2%
AWM
8
Avior Wealth Management
Nebraska
$48.5M 2,591,993 -6,250 -0.2%
Invesco
9
Invesco
Georgia
$47.4M 2,536,166 +395,428 +18%
LWANC
10
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.9M 803,091 +760,816 +1,800%
MF
11
Manchester Financial
California
$42.9M 2,294,041 +2,294,041 New
HBT
12
Hills Bank & Trust
Iowa
$40.1M 2,143,374 +57,966 +3%
Bank of America
13
Bank of America
North Carolina
$37.6M 2,012,754 +72,342 +4%
UBS Group
14
UBS Group
Switzerland
$36.4M 1,948,130 +177,472 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.1M 1,822,235 +189,516 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$32.2M 1,721,701 +9,254 +0.5%
MCM
17
MAI Capital Management
Ohio
$31.3M 1,671,357 +146,292 +10%
BCM
18
Brookstone Capital Management
Illinois
$23.3M 1,244,446 -60,912 -5%
Stifel Financial
19
Stifel Financial
Missouri
$23.3M 1,243,788 +47,062 +4%
RIG
20
RiverFront Investment Group
Virginia
$21.1M 1,128,016 +113,294 +11%
IAS
21
IMA Advisory Services
Colorado
$21.1M 1,126,366 +60,061 +6%
MA
22
MONECO Advisors
Connecticut
$20.4M 1,092,507 +142,632 +15%
CICC
23
Capital Investment Counsel (Colorado)
Colorado
$20.1M 1,075,510 -24,490 -2%
AUB
24
Atlantic Union Bankshares
Virginia
$20M 1,071,144 +84,700 +9%
HC
25
Headland Capital
South Carolina
$16.7M 895,534 +31,151 +4%