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Invesco BulletShares 2029 Corporate Bond ETF

266 hedge funds and large institutions have $1.7B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 153 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+11
Holders Change %
+4.31%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
29
Increased
153
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
76
Horizons Wealth Management
North Carolina
$3.96M -$1.85K -99 -0%
SFA
77
Souders Financial Advisors
Ohio
$3.81M +$198K +10,613 +5%
HWM
78
Howard Wealth Management
Connecticut
$3.79M +$5.93K +317 +0.2%
FF
79
Farnam Financial
Arizona
$3.54M +$839K +44,869 +31%
RSC
80
Red Spruce Capital
Pennsylvania
$3.51M -$81.5K -4,360 -2%
IWC
81
Infinity Wealth Counsel
Ohio
$3.47M +$75.1K +4,014 +2%
NCM
82
Novare Capital Management
North Carolina
$3.47M +$221K +11,837 +7%
SEEDPG
83
S.E.E.D. Planning Group
New York
$3.4M +$79.9K +4,271 +2%
EWM
84
Empirical Wealth Management
Washington
$3.32M +$107K +5,743 +3%
AI
85
Atria Investments
North Carolina
$3.31M +$109K +5,845 +3%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$3.29M +$105K +5,601 +3%
SPWM
87
Straight Path Wealth Management
Michigan
$3.09M +$603K +32,262 +24%
KAS
88
Kestra Advisory Services
Texas
$3.03M +$182K +9,751 +6%
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.88M -$139K -7,414 -5%
CT
90
Colonial Trust
South Carolina
$2.85M +$483K +25,826 +20%
EH
91
Equitable Holdings
New York
$2.8M +$123K +6,570 +5%
AIM
92
Aspen Investment Management
Michigan
$2.79M +$2.79M +149,170 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$2.7M +$448K +23,972 +20%
SI
94
Stephens Inc
Arkansas
$2.69M +$32.8K +1,753 +1%
EW
95
Evexia Wealth
Wisconsin
$2.69M +$292K +15,633 +12%
PFS
96
Prospera Financial Services
Texas
$2.64M +$128K +6,871 +5%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$2.6M +$684K +36,570 +36%
MOS
98
MGO One Seven
Ohio
$2.58M +$699K +37,373 +37%
LC
99
Legacy CG
Texas
$2.56M -$45.3K -2,424 -2%
OFG
100
Opulen Financial Group
Virginia
$2.51M +$83.9K +4,489 +3%