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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 %
BWM
51
BCS Wealth Management
Tennessee
$184K +$184K +10,045 New
IBOK
52
Independence Bank of Kentucky
Kentucky
$160K
SPIA
53
Steward Partners Investment Advisory
New York
$146K -$30.4K -1,663 -17%
AIP
54
Ameritas Investment Partners
Nebraska
$130K -$9.26K -506 -7%
VCM
55
Vigilant Capital Management
Maine
$125K +$25.3K +1,382 +25%
FCB
56
First Command Bank
Texas
$124K +$6.42K +351 +5%
FCFS
57
First Command Financial Services
Texas
$124K +$6.42K +351 +5%
AWM
58
Avior Wealth Management
Nebraska
$99.6K +$99.6K +5,446 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$76K
GWM
60
Geneos Wealth Management
Colorado
$55.1K
CAL
61
Capital Analysts LLC
Pennsylvania
$38K
SIC
62
SJS Investment Consulting
Ohio
$36.8K
ST
63
Smithfield Trust
Pennsylvania
$29K -$1.2K -65 -4%
HI
64
Harbour Investments
Wisconsin
$24.3K +$201 +11 +0.8%
PTC
65
Private Trust Company
Ohio
$22.6K
KFI
66
Key Financial Inc
Pennsylvania
$19.7K
AA
67
Ancora Advisors
Ohio
$8.03K +$8.03K +439 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7.17K +$7.17K +392 New
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +55 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$517 +$122 +6,693 +31%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$2.06M -115,944 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$403K -22,652 Closed
NA
73
NewEdge Advisors
Louisiana
-$24.4K -1,375 Closed
LFA
74
Level Financial Advisors
New York
-$8K -464 Closed