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Invesco BulletShares 2029 Corporate Bond ETF

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IF
51
Ironwood Financial
Arizona
$1.81M 98,940 -2,176 -2%
KAS
52
Kestra Advisory Services
Texas
$1.74M 94,973 -5,616 -6%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.62M 88,724 +11,403 +15%
GCM
54
G2 Capital Management
Ohio
$1.44M 78,826 +807 +1%
FAG
55
Financial Advisory Group
Texas
$1.39M 75,724 +8,945 +13%
SPWM
56
Straight Path Wealth Management
Michigan
$1.38M 75,467 +35,725 +90%
SAM
57
Sawgrass Asset Management
Florida
$1.37M 74,830 +9,938 +15%
BWM
58
BCS Wealth Management
Tennessee
$1.35M 73,876 +35,714 +94%
RMDI
59
R.M. Davis Inc
Maine
$1.28M 69,825 +40,082 +135%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.26M 69,028 +42,557 +161%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.26M 68,757 +11,940 +21%
Citadel Advisors
62
Citadel Advisors
Florida
$1.15M 63,084 +52,456 +494%
BCFS
63
Butensky & Cohen Financial Security
Florida
$1.1M 60,038 +1,558 +3%
EI
64
Ellevest Inc
New York
$974K 53,231 +8,800 +20%
Truist Financial
65
Truist Financial
North Carolina
$951K 51,977 +38,629 +289%
SWM
66
Segment Wealth Management
Texas
$932K 50,930 +30,160 +145%
SRC
67
Shufro Rose & Co
New York
$917K 50,102 +50,102 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$892K 48,729 +1,085 +2%
WFC
69
Western Financial Corp
California
$876K 47,893 +3,609 +8%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$821K 44,882 +2,742 +7%
CT
71
Colonial Trust
South Carolina
$808K 44,150 +22,250 +102%
4FG
72
4Thought Financial Group
New York
$790K 43,183 -382 -0.9%
SI
73
Stephens Inc
Arkansas
$781K 42,681 +8,944 +27%
HSWS
74
Higgins & Schmidt Wealth Strategies
Colorado
$745K 40,725 +1,866 +5%
RSC
75
Red Spruce Capital
Pennsylvania
$708K 38,701 +12,938 +50%