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Invesco BulletShares 2029 Corporate Bond ETF

342 hedge funds and large institutions have $2.2B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 207 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 54

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

6% more funds holding

Funds holding: 324342 (+18)

5% more capital invested

Capital invested by funds: $2.09B → $2.2B (+$111M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3.54% less ownership

Funds ownership: 80.93%77.38% (-3.5%)

Holders
342
Holders Change
+18
Holders Change %
+5.56%
% of All Funds
4.21%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
31
Increased
207
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
76
Wilkins Miller Wealth Management
Alabama
$5.94M +$129K +6,845 +2%
CIC
77
Carnegie Investment Counsel
Ohio
$5.88M +$1.2M +64,024 +25%
PMWMG
78
Parr McKnight Wealth Management Group
Minnesota
$5.86M +$608K +32,329 +11%
MCB
79
Morton Community Bank
Illinois
$5.85M +$71K +3,775 +1%
MOS
80
MGO One Seven
Ohio
$5.84M +$259K +13,751 +5%
AA
81
Addison Advisors
Vermont
$5.81M +$344K +18,267 +6%
CAG
82
Carroll Advisory Group
Texas
$5.7M +$1.98M +105,384 +53%
BWM
83
BCS Wealth Management
Tennessee
$5.3M -$4.94M -262,559 -48%
HWM
84
Howard Wealth Management
Connecticut
$5.3M +$161K +8,549 +3%
JP Morgan Chase
85
JP Morgan Chase
New York
$5.17M +$3.08M +163,618 +143%
FF
86
Farnam Financial
Arizona
$5.15M +$390K +20,749 +8%
GIA
87
Gladstone Institutional Advisory
Florida
$4.91M +$258K +13,701 +5%
RSC
88
Red Spruce Capital
Pennsylvania
$4.85M +$3.35M +178,108 +217%
NL
89
NorthAvenue LLC
Ohio
$4.77M +$244K +12,974 +5%
TC
90
Trilogy Capital
California
$4.61M +$181K +9,641 +4%
PAG
91
Private Advisor Group
New Jersey
$4.39M +$445K +23,658 +11%
BPA
92
Beacon Pointe Advisors
California
$4.35M +$1.96M +104,474 +81%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$4.33M +$765K +40,653 +21%
HCM
94
Hengehold Capital Management
Ohio
$4.32M +$3.63M +192,944 +503%
EH
95
Equitable Holdings
New York
$4.28M +$382K +20,308 +10%
HWM
96
Horizons Wealth Management
North Carolina
$4.26M +$191K +10,131 +5%
CT
97
Colonial Trust
South Carolina
$4.25M +$370K +19,673 +9%
SFA
98
Souders Financial Advisors
Ohio
$4.24M +$65.8K +3,497 +2%
PGWM
99
Parisi Gray Wealth Management
New Jersey
$4.17M +$1.47M +78,247 +54%
AI
100
Atria Investments
North Carolina
$4.1M +$93.4K +4,967 +2%