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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 %
BBW
126
Blue Barn Wealth
Utah
$1.07M +$129K +6,954 +14%
IBOK
127
Independence Bank of Kentucky
Kentucky
$1.04M +$37.7K +2,037 +4%
HGA
128
Hobbs Group Advisors
South Carolina
$1.01M +$49.5K +2,670 +5%
FIM
129
Freedom Investment Management
Connecticut
$996K +$260K +14,029 +35%
SWM
130
Segment Wealth Management
Texas
$984K +$7.41K +400 +0.8%
WFC
131
Western Financial Corp
California
$970K -$54.8K -2,956 -5%
Comerica Bank
132
Comerica Bank
Texas
$925K +$55.8K +3,013 +6%
HT
133
Heritage Trust
Oklahoma
$883K +$183K +9,849 +26%
CWS
134
Cypress Wealth Services
California
$881K +$881K +47,548 New
KPWS
135
Kestra Private Wealth Services
Texas
$868K +$678K +36,610 +358%
AC
136
Apella Capital
Connecticut
$863K +$14K +755 +2%
KFI
137
Key Financial Inc
Pennsylvania
$857K +$28.3K +1,525 +3%
FCAS
138
First Command Advisory Services
Texas
$844K +$665K +35,877 +371%
ECM
139
Exchange Capital Management
Michigan
$834K -$2.39M -128,850 -74%
CAL
140
Capital Analysts LLC
Pennsylvania
$832K +$70.9K +3,825 +9%
HighTower Advisors
141
HighTower Advisors
Illinois
$819K +$45.5K +2,454 +6%
HA
142
Hanover Advisors
South Carolina
$803K +$193K +10,426 +32%
EWA
143
EP Wealth Advisors
California
$792K -$41.7K -2,253 -5%
HF
144
HRT Financial
New York
$788K +$788K +42,562 New
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$783K +$546K +29,465 +230%
HI
146
Harbour Investments
Wisconsin
$772K +$243K +13,131 +46%
VPF
147
Vantage Point Financial
Illinois
$753K +$494K +26,678 +191%
CWM
148
Congress Wealth Management
Massachusetts
$741K +$741K +40,047 New
4FG
149
4Thought Financial Group
New York
$708K -$25.6K -1,379 -3%
TSWM
150
Tyler-Stone Wealth Management
Ohio
$686K +$482K +26,000 +236%