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Invesco BulletShares 2029 Corporate Bond ETF

230 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+44
Holders Change %
+23.66%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
26
Gill Capital Partners
Colorado
$12.2M -$16.9K -920 -0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$11.4M +$4.09M +223,105 +56%
SRC
28
Shufro Rose & Co
New York
$10.4M +$7.64M +416,623 +273%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$331K +18,044 +3%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$9.95M +$8.86M +483,028 +808%
CPC
31
Cookson Peirce & Co
Pennsylvania
$9.94M +$397K +21,635 +4%
CAM
32
Clark Asset Management
New Hampshire
$9.02M +$2.71M +147,656 +43%
GGI
33
GPM Growth Investors
Michigan
$8.94M +$1.7M +92,849 +24%
ADL
34
Asset Dedication LLC
California
$8.93M +$266K +14,521 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$8.92M +$6.53M +356,103 +274%
VBFG
36
Vishria Bird Financial Group
Tennessee
$8.41M -$29.7K -1,622 -0.4%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$8.01M +$1.38M +75,212 +21%
GB
38
Goepper Burkhardt
South Carolina
$7.82M +$1.8M +98,000 +30%
RMDI
39
R.M. Davis Inc
Maine
$7.03M +$2.83M +154,421 +67%
ACM
40
Advisors Capital Management
New Jersey
$6.73M -$17.4K -950 -0.3%
VDI
41
Vaughan David Investments
Illinois
$6.46M +$5.92M +322,550 +1,097%
HIP
42
HUB Investment Partners
Texas
$6.44M -$1.06M -57,547 -14%
AFA
43
AA Financial Advisors
Ohio
$6.33M +$1.15M +62,691 +22%
MWM
44
Marietta Wealth Management
Georgia
$5.97M +$84.5K +4,608 +1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$5.77M +$2.67M +145,748 +86%
KMC
46
Kirr Marbach & Co
Indiana
$5.66M +$5.66M +308,414 New
EB
47
Eastern Bank
Massachusetts
$5.45M -$25.3M -1,381,469 -82%
KV
48
Kickstand Ventures
New York
$5.44M +$5.44M +296,533 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$5.39M +$4.21M +229,690 +357%
AFWM
50
AMJ Financial Wealth Management
Virginia
$5.33M +$67.2K +3,665 +1%