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Invesco BulletShares 2029 Corporate Bond ETF

324 hedge funds and large institutions have $2.09B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 194 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 41

308% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $1.81B → $2.09B (+$284M)

13% more funds holding

Funds holding: 287324 (+37)

2.68% more ownership

Funds ownership: 78.24%80.93% (+2.7%)

Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
3.94%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.24%
New
53
Increased
194
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
VestGen Advisors
Illinois
$1.9M -$3.25M -172,321 -63%
Truist Financial
127
Truist Financial
North Carolina
$1.88M +$197K +10,453 +12%
LWMM
128
Legacy Wealth Management (Mississippi)
Mississippi
$1.84M +$451K +23,920 +32%
SWM
129
Silverlake Wealth Management
Vermont
$1.8M +$617K +32,754 +52%
HT
130
Heritage Trust
Oklahoma
$1.75M +$312K +16,558 +22%
SB
131
Semitam Bonam
New York
$1.74M +$109K +5,769 +7%
IWC
132
Integrated Wealth Concepts
Massachusetts
$1.72M -$109K -5,784 -6%
OIM
133
Oder Investment Management
California
$1.63M +$1.1M +58,164 +205%
GCM
134
G2 Capital Management
Ohio
$1.61M +$17.8K +943 +1%
SAM
135
Sawgrass Asset Management
Florida
$1.57M
PWSG
136
Pacific Wealth Strategies Group
California
$1.56M +$1.09M +57,907 +233%
MGIA
137
Matthew Goff Investment Advisor
Texas
$1.55M +$1.55M +82,046 New
FC
138
FCA Corp
Texas
$1.53M +$21.6K +1,144 +1%
JWCA
139
J.W. Cole Advisors
Florida
$1.47M +$89K +4,723 +6%
BCFS
140
Butensky & Cohen Financial Security
Florida
$1.45M +$86.4K +4,586 +6%
AA
141
ArborFi Advisors
Michigan
$1.45M -$47.5K -2,523 -3%
XPN
142
XY Planning Network
Montana
$1.42M +$1.42M +75,480 New
CFS
143
CRA Financial Services
New Jersey
$1.42M +$121K +6,400 +9%
RWA
144
River Wealth Advisors
Pennsylvania
$1.4M +$5.75K +305 +0.4%
FCM
145
Fourpath Capital Management
Oklahoma
$1.39M +$220K +11,689 +19%
RSC
146
Red Spruce Capital
Pennsylvania
$1.39M -$2.21M -117,293 -59%
HWAM
147
Hennion & Walsh Asset Management
New Jersey
$1.35M +$448K +23,753 +49%
KPWS
148
Kestra Private Wealth Services
Texas
$1.35M +$90K +4,779 +7%
HighTower Advisors
149
HighTower Advisors
Illinois
$1.32M +$477K +25,302 +57%
EA
150
Everpar Advisors
Oklahoma
$1.26M +$45K +2,386 +4%