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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 %
LPT
76
Legacy Private Trust
Wisconsin
$2.76M
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.72M +$2.69M +146,594 +9,231%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$2.71M +$310K +16,879 +13%
LWMM
79
Legacy Wealth Management (Mississippi)
Mississippi
$2.64M +$2.64M +144,075 New
LC
80
Legacy CG
Texas
$2.6M -$67.7K -3,690 -3%
KAS
81
Kestra Advisory Services
Texas
$2.57M -$4.2M -229,128 -62%
NA
82
NewEdge Advisors
Louisiana
$2.56M +$2.46M +133,885 +2,355%
EH
83
Equitable Holdings
New York
$2.53M +$532K +29,028 +27%
SEEDPG
84
S.E.E.D. Planning Group
New York
$2.51M +$2.51M +136,621 New
SI
85
Stephens Inc
Arkansas
$2.45M +$704K +38,371 +40%
IF
86
Ironwood Financial
Arizona
$2.4M +$86.9K +4,738 +4%
FF
87
Farnam Financial
Arizona
$2.34M +$273K +14,864 +13%
EW
88
Evexia Wealth
Wisconsin
$2.3M +$2.3M +125,390 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$2.25M +$1.19M +65,017 +112%
OFG
90
Opulen Financial Group
Virginia
$2.22M +$2.22M +121,124 New
GWM
91
Geneos Wealth Management
Colorado
$2.21M +$56.1K +3,061 +3%
SPWM
92
Straight Path Wealth Management
Michigan
$2.17M +$251K +13,690 +13%
CT
93
Colonial Trust
South Carolina
$2.17M +$286K +15,582 +15%
PFS
94
Prospera Financial Services
Texas
$2.13M +$430K +23,427 +25%
MGIA
95
Matthew Goff Investment Advisor
Texas
$2.1M -$520K -28,346 -20%
EI
96
Ellevest Inc
New York
$2.09M +$695K +37,889 +50%
AI
97
Atria Investments
North Carolina
$2.08M +$894K +48,753 +75%
TVM
98
True Vision MN
Minnesota
$2.06M +$2.06M +112,266 New
Truist Financial
99
Truist Financial
North Carolina
$2.04M +$679K +37,014 +50%
HNB
100
Huntington National Bank
Ohio
$1.87M -$1.1M