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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
GWM
101
Geneos Wealth Management
Colorado
$4.03M +$216K +11,471 +6%
CCW
102
Coastline Complete Wealth
South Carolina
$3.9M +$614K +32,629 +18%
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.87M +$1.04M +55,379 +36%
Citadel Advisors
104
Citadel Advisors
Florida
$3.84M +$3.87M +205,956 New
EWS
105
Evergreen Wealth Solutions
Pennsylvania
$3.78M +$57.2K +3,040 +2%
NCM
106
Novare Capital Management
North Carolina
$3.77M +$94.8K +5,041 +3%
SI
107
Stephens Inc
Arkansas
$3.7M +$301K +15,980 +9%
WB
108
Webster Bank
Connecticut
$3.67M +$2.58M +137,412 +232%
KAS
109
Kestra Advisory Services
Texas
$3.65M -$313K -16,622 -8%
PFS
110
Prospera Financial Services
Texas
$3.63M +$380K +20,189 +12%
ACA
111
Aptus Capital Advisors
Alabama
$3.6M -$65.4M -3,474,766 -95%
IWC
112
Infinity Wealth Counsel
Ohio
$3.45M +$28.8K +1,531 +0.8%
EWM
113
Empirical Wealth Management
Washington
$3.43M +$37.9K +2,015 +1%
SEEDPG
114
S.E.E.D. Planning Group
New York
$3.39M +$54.3K +2,888 +2%
OFG
115
Opulen Financial Group
Virginia
$3.24M +$234K +12,417 +8%
OPA
116
Old Port Advisors
Maine
$3.22M +$498K +26,460 +18%
GWANC
117
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.04M +$87K +4,624 +3%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$3.01M +$890K +47,317 +42%
EW
119
Evexia Wealth
Wisconsin
$2.85M +$414K +21,996 +17%
AIM
120
Aspen Investment Management
Michigan
$2.82M +$10.8K +575 +0.4%
ACM
121
AlphaStar Capital Management
North Carolina
$2.72M +$163K +8,656 +6%
IF
122
Ironwood Financial
Arizona
$2.71M -$1.22K -65 -0%
KeyBank National Association
123
KeyBank National Association
Ohio
$2.65M -$1.63M -86,664 -38%
EI
124
Ellevest Inc
New York
$2.57M +$21.3K +1,130 +0.8%
MPIA
125
Milestones Private Investment Advisors
New York
$2.56M -$16.7K -888 -0.6%