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Invesco BulletShares 2029 Corporate Bond ETF

255 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+25
Holders Change %
+10.87%
% of All Funds
3.46%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
40
Increased
149
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEEDPG
76
S.E.E.D. Planning Group
New York
$3.29M +$755K +40,725 +30%
NCM
77
Novare Capital Management
North Carolina
$3.22M +$183K +9,887 +6%
EWM
78
Empirical Wealth Management
Washington
$3.19M +$140K +7,534 +5%
AI
79
Atria Investments
North Carolina
$3.17M +$1.07M +57,830 +51%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$3.16M +$421K +22,723 +15%
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.99M +$247K +13,310 +9%
KAS
82
Kestra Advisory Services
Texas
$2.82M +$218K +11,757 +8%
FF
83
Farnam Financial
Arizona
$2.68M +$315K +17,022 +13%
LWMM
84
Legacy Wealth Management (Mississippi)
Mississippi
$2.67M -$3.71K -200 -0.1%
EH
85
Equitable Holdings
New York
$2.65M +$92K +4,966 +4%
SI
86
Stephens Inc
Arkansas
$2.63M +$156K +8,411 +6%
LC
87
Legacy CG
Texas
$2.58M -$44.9K -2,422 -2%
RC
88
Rovin Capital
Arizona
$2.56M -$298K -16,063 -10%
PFS
89
Prospera Financial Services
Texas
$2.49M +$335K +18,058 +16%
SPWM
90
Straight Path Wealth Management
Michigan
$2.47M +$268K +14,443 +12%
IF
91
Ironwood Financial
Arizona
$2.43M +$9.73K +525 +0.4%
OFG
92
Opulen Financial Group
Virginia
$2.4M +$155K +8,366 +7%
EW
93
Evexia Wealth
Wisconsin
$2.37M +$51K +2,762 +2%
CT
94
Colonial Trust
South Carolina
$2.34M +$148K +7,981 +7%
EI
95
Ellevest Inc
New York
$2.24M +$130K +6,998 +6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$2.23M +$672K +36,258 +43%
AAS
97
Avantax Advisory Services
Texas
$2.13M +$529K +28,526 +33%
MGIA
98
Matthew Goff Investment Advisor
Texas
$2.09M -$25.5K -1,375 -1%
Truist Financial
99
Truist Financial
North Carolina
$2.07M +$10.6K +574 +0.5%
HNB
100
Huntington National Bank
Ohio
$2.06M -$1.87M