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Invesco BulletShares 2029 Corporate Bond ETF

64 hedge funds and large institutions have $151M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
27
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCFS
26
Butensky & Cohen Financial Security
Florida
$1.07M +$18.1K +1,021 +2%
Ameriprise
27
Ameriprise
Minnesota
$940K +$940K +52,861 New
CG
28
Colony Group
Massachusetts
$823K +$253K +14,216 +44%
OLA
29
Oliver Luxxe Assets
New Jersey
$788K +$123K +6,923 +19%
CAM
30
Clark Asset Management
New Hampshire
$740K +$740K +41,632 New
4FG
31
4Thought Financial Group
New York
$714K +$9.45K +532 +1%
SAM
32
Sawgrass Asset Management
Florida
$638K +$137K +7,697 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$625K +$252K +14,150 +67%
AA
34
Addison Advisors
Vermont
$609K +$581K +32,670 +2,055%
FAG
35
Financial Advisory Group
Texas
$493K +$32.5K +1,829 +7%
HWM
36
Horizons Wealth Management
North Carolina
$477K +$477K +26,784 New
EI
37
Ellevest Inc
New York
$462K +$3.36K +189 +0.7%
Citadel Advisors
38
Citadel Advisors
Florida
$403K +$91.9K +5,172 +30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$383K +$383K +21,577 New
AC
40
Apella Capital
Connecticut
$375K -$34.4K -1,937 -8%
UBS Group
41
UBS Group
Switzerland
$318K -$149K -8,394 -32%
LPT
42
Legacy Private Trust
Wisconsin
$257K -$81.7K -4,595 -24%
RMDI
43
R.M. Davis Inc
Maine
$245K +$245K +13,805 New
SPWM
44
Straight Path Wealth Management
Michigan
$236K +$236K +13,270 New
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$224K +$224K +12,583 New
RFN
46
Redwood Financial Network
Ohio
$192K +$1.39K +78 +0.7%
CIA
47
Capital Investment Advisors
Georgia
$192K -$2.68K -151 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$172K +$111K +6,254 +184%
IBOK
49
Independence Bank of Kentucky
Kentucky
$155K +$144K +8,077 +1,258%
AIP
50
Ameritas Investment Partners
Nebraska
$135K -$181K -10,164 -57%