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Invesco BulletShares 2029 Corporate Bond ETF

70 hedge funds and large institutions have $222M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
38
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
26
Addison Advisors
Vermont
$1.32M +$694K +37,937 +111%
BCFS
27
Butensky & Cohen Financial Security
Florida
$1.1M -$3.79K -207 -0.3%
Ameriprise
28
Ameriprise
Minnesota
$998K +$30.1K +1,643 +3%
Osaic Holdings
29
Osaic Holdings
Arizona
$899K +$256K +14,017 +40%
4FG
30
4Thought Financial Group
New York
$824K +$88.7K +4,851 +12%
OLA
31
Oliver Luxxe Assets
New Jersey
$821K +$9.93K +543 +1%
HWM
32
Horizons Wealth Management
North Carolina
$802K +$312K +17,068 +64%
CAM
33
Clark Asset Management
New Hampshire
$771K +$9.09K +497 +1%
SAM
34
Sawgrass Asset Management
Florida
$664K +$7.06K +386 +1%
FAG
35
Financial Advisory Group
Texas
$641K +$134K +7,305 +26%
OMC
36
Old Mission Capital
Illinois
$611K -$665K -36,330 -52%
RJA
37
Raymond James & Associates
Florida
$608K +$608K +33,209 New
EI
38
Ellevest Inc
New York
$434K -$41.1K -2,248 -9%
LPT
39
Legacy Private Trust
Wisconsin
$417K +$153K +8,372 +58%
SPWM
40
Straight Path Wealth Management
Michigan
$381K +$139K +7,580 +57%
UBS Group
41
UBS Group
Switzerland
$374K +$47.6K +2,602 +15%
RMDI
42
R.M. Davis Inc
Maine
$348K +$95.4K +5,212 +38%
GB
43
Goepper Burkhardt
South Carolina
$329K +$329K +18,000 New
TF
44
TLWM Financial
Texas
$278K +$278K +15,213 New
CA
45
Cetera Advisors
Colorado
$261K +$261K +14,260 New
FHA
46
First Horizon Advisors
Tennessee
$245K +$245K +13,400 New
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$230K
RFN
48
Redwood Financial Network
Ohio
$200K +$1.54K +84 +0.8%
CIA
49
Capital Investment Advisors
Georgia
$192K -$5.98K -327 -3%
CA
50
Calton & Associates
Florida
$191K +$191K +10,450 New