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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 %
BBW
126
Blue Barn Wealth
Utah
$1.23M +$148K +7,937 +14%
AR
127
Apeiron RIA
Texas
$1.19M +$67.6K +3,616 +6%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$1.19M +$1.33K +71 +0.1%
HT
129
Heritage Trust
Oklahoma
$1.19M +$296K +15,809 +33%
SWM
130
Silverlake Wealth Management
Vermont
$1.17M +$34.1K +1,822 +3%
CFS
131
CRA Financial Services
New Jersey
$1.16M +$37.4K +2,000 +3%
WWA
132
Wingate Wealth Advisors
Massachusetts
$1.16M +$9.43K +504 +0.8%
UIM
133
Unified Investment Management
Georgia
$1.11M +$2.81K +150 +0.3%
IBOK
134
Independence Bank of Kentucky
Kentucky
$1.07M +$17.7K +949 +2%
Creative Planning
135
Creative Planning
Kansas
$1.07M -$123K -6,568 -10%
FCM
136
Fourpath Capital Management
Oklahoma
$1.04M +$644K +34,436 +164%
FCAS
137
First Command Advisory Services
Texas
$1.02M +$164K +8,788 +19%
FIM
138
Freedom Investment Management
Connecticut
$997K -$8.15K -436 -0.8%
SWM
139
Segment Wealth Management
Texas
$988K -$5.05K -270 -0.5%
WFC
140
Western Financial Corp
California
$957K -$22.7K -1,213 -2%
KFI
141
Key Financial Inc
Pennsylvania
$954K +$89.1K +4,765 +10%
HighTower Advisors
142
HighTower Advisors
Illinois
$888K +$61.4K +3,282 +7%
CWS
143
Cypress Wealth Services
California
$874K -$14.7K -785 -2%
HA
144
Hanover Advisors
South Carolina
$866K +$55.4K +2,963 +7%
HGA
145
Hobbs Group Advisors
South Carolina
$865K -$157K -8,375 -15%
CAL
146
Capital Analysts LLC
Pennsylvania
$861K +$21K +1,121 +2%
AC
147
Apella Capital
Connecticut
$858K -$12.6K -676 -1%
ECM
148
Exchange Capital Management
Michigan
$838K -$3.22K -172 -0.4%
EWA
149
EP Wealth Advisors
California
$800K
HI
150
Harbour Investments
Wisconsin
$791K +$11.4K +608 +1%