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Invesco BulletShares 2029 Corporate Bond ETF

342 hedge funds and large institutions have $2.2B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 207 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 54

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

6% more funds holding

Funds holding: 324342 (+18)

5% more capital invested

Capital invested by funds: $2.09B → $2.2B (+$111M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3.54% less ownership

Funds ownership: 80.93%77.38% (-3.5%)

Holders
342
Holders Change
+18
Holders Change %
+5.56%
% of All Funds
4.21%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
31
Increased
207
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$167M +$12.2M +647,988 +8%
Wells Fargo
2
Wells Fargo
California
$128M +$13.1M +695,111 +11%
Lido Advisors
3
Lido Advisors
California
$118M -$746K -39,673 -0.6%
LPL Financial
4
LPL Financial
California
$88.7M +$7.57M +402,394 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$88M -$5.35M -284,284 -6%
CA
6
Clearstead Advisors
Ohio
$67.4M +$3.96M +210,426 +6%
Bank of America
7
Bank of America
North Carolina
$65.1M +$15.9M +845,134 +32%
Invesco
8
Invesco
Georgia
$59.3M +$5.11M +271,602 +9%
AWM
9
Avior Wealth Management
Nebraska
$48.5M -$291K -15,498 -0.6%
UBS Group
10
UBS Group
Switzerland
$48M -$1.24M -65,884 -2%
HBT
11
Hills Bank & Trust
Iowa
$45.8M +$2.36M +125,548 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$45.6M +$5.44M +289,430 +13%
MF
13
Manchester Financial
California
$41.7M -$178K -9,453 -0.4%
MCM
14
MAI Capital Management
Ohio
$41.6M +$3.08M +163,845 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$39.7M +$3.88M +206,382 +11%
TF
16
TLWM Financial
Texas
$29.2M +$1.91M +101,641 +7%
Stifel Financial
17
Stifel Financial
Missouri
$29M +$2.93M +155,739 +11%
Osaic Holdings
18
Osaic Holdings
Arizona
$27.1M +$7.6M +403,941 +39%
RIG
19
RiverFront Investment Group
Virginia
$25.7M +$1.77M +93,910 +7%
MA
20
MONECO Advisors
Connecticut
$24.8M +$652K +34,661 +3%
BCM
21
Brookstone Capital Management
Illinois
$23.5M +$406K +21,608 +2%
IAS
22
IMA Advisory Services
Colorado
$23.3M +$537K +28,527 +2%
CAM
23
Clark Asset Management
New Hampshire
$23.2M +$4.57M +242,921 +24%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$21.7M +$4.05M +215,191 +23%
AIM
25
Anchor Investment Management
South Carolina
$21.3M +$20.8M +1,104,643 +3,204%