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Invesco BulletShares 2029 Corporate Bond ETF

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAM
101
Flaharty Asset Management
Florida
$249K 13,600
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$233K 12,750 +2,209 +21%
GM
103
GeoWealth Management
Illinois
$211K 11,510 +11,510 New
SFA
104
Source Financial Advisors
New York
$211K 11,510 +11,510 New
SFG
105
Sterling Financial Group
California
$208K 11,385 -4,719 -29%
ASN
106
Advisory Services Network
Georgia
$205K 11,227 +10,895 +3,282%
DWG
107
Darden Wealth Group
Michigan
$201K 11,000
CIBC World Market
108
CIBC World Market
Ontario, Canada
$198K 10,835 +10,835 New
SPC
109
Sigma Planning Corp
Michigan
$191K 10,453 +10,453 New
GIA
110
Gladstone Institutional Advisory
Florida
$185K 10,109 +10,109 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$163K 8,893 +192 +2%
DCM
112
Davis Capital Management
Florida
$145K 7,942 +670 +9%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$137K 7,512 +4,525 +151%
FCAS
114
First Command Advisory Services
Texas
$128K 7,020 +153 +2%
KFI
115
Key Financial Inc
Pennsylvania
$118K 6,468
GWM
116
Geneos Wealth Management
Colorado
$116K 6,351
US Bancorp
117
US Bancorp
Minnesota
$104K 5,700 +2,346 +70%
FWP
118
FAS Wealth Partners
Kansas
$101K 5,499 +5,499 New
WIM
119
Westside Investment Management
California
$97.9K 5,380 +5,380 New
NA
120
NewEdge Advisors
Louisiana
$80.9K 4,418 -49 -1%
MAM
121
Marquette Asset Management
Minnesota
$76.6K 4,185 +16 +0.4%
S
122
SignatureFD
Georgia
$73.2K 4,000 +4,000 New
SIC
123
SJS Investment Consulting
Ohio
$64K 3,499
AIP
124
Ameritas Investment Partners
Nebraska
$61.7K 3,369 -1,171 -26%
AWA
125
Alaska Wealth Advisors
Alaska
$36.1K 1,971 +1,971 New