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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
AUB
26
Atlantic Union Bankshares
Virginia
$19.4M +$1.76M +93,444 +10%
RMDI
27
R.M. Davis Inc
Maine
$18.2M +$4.52M +240,406 +33%
HC
28
Headland Capital
South Carolina
$18M +$477K +25,347 +3%
CICC
29
Capital Investment Counsel (Colorado)
Colorado
$17.9M -$1.12M -59,597 -6%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$17.1M +$561K +29,824 +3%
SRC
31
Shufro Rose & Co
New York
$15.9M +$344K +18,297 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$15.6M -$283K -15,042 -2%
NA
33
NewEdge Advisors
Louisiana
$14.7M +$1.17M +62,222 +9%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$13.7M -$504K -26,805 -4%
GGI
35
GPM Growth Investors
Michigan
$13.4M +$37.1K +1,975 +0.3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$12.9M +$7.39M +393,051 +132%
KMC
37
Kirr Marbach & Co
Indiana
$12.7M +$503K +26,768 +4%
GCP
38
Gill Capital Partners
Colorado
$12.4M +$120K +6,376 +1%
GB
39
Goepper Burkhardt
South Carolina
$12.4M +$669K +35,584 +6%
ADL
40
Asset Dedication LLC
California
$12.3M +$815K +43,308 +7%
CCA
41
Carrera Capital Advisors
Michigan
$11.2M +$984K +52,341 +10%
CP
42
Cornerstone Planning
North Carolina
$11.1M +$3.82M +202,879 +52%
Ameriprise
43
Ameriprise
Minnesota
$11M +$885K +47,049 +9%
CPC
44
Cookson Peirce & Co
Pennsylvania
$11M +$69.2K +3,680 +0.6%
SPWM
45
Straight Path Wealth Management
Michigan
$10.9M +$761K +40,477 +7%
CVA
46
Central Valley Advisors
California
$10.8M +$834K +44,369 +8%
IAA
47
Independent Advisor Alliance
North Carolina
$10.5M +$10.6M +563,065 New
CL
48
CVFG LLC
Indiana
$10.5M +$10.5M +560,692 New
FIBOI
49
First International Bank of Israel
$10.1M
Jones Financial Companies
50
Jones Financial Companies
Missouri
$9.8M +$1.94M +103,077 +24%