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Invesco BulletShares 2029 Corporate Bond ETF

320 hedge funds and large institutions have $2.07B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
151
Independence Bank of Kentucky
Kentucky
$1.14M
WB
152
Webster Bank
Connecticut
$1.12M
AR
153
Apeiron RIA
Texas
$1.11M
KFI
154
Key Financial Inc
Pennsylvania
$1.08M
LWL
155
Leo Wealth LLC
Texas
$1.07M
CWA
156
Continuum Wealth Advisors
New York
$1.07M
AC
157
Apella Capital
Connecticut
$1.07M
VIM
158
Vista Investment Management
Pennsylvania
$1.06M
TWL
159
Tempo Wealth, LLC
Ohio
$1.06M
Creative Planning
160
Creative Planning
Kansas
$1.05M
SWM
161
Segment Wealth Management
Texas
$1.02M
HA
162
Hanover Advisors
South Carolina
$958K
Comerica Bank
163
Comerica Bank
Texas
$948K
WFC
164
Western Financial Corp
California
$945K
CAL
165
Capital Analysts LLC
Pennsylvania
$938K
EWA
166
EP Wealth Advisors
California
$917K
OPTFSNA
167
Old Point Trust & Financial Services N A
Virginia
$890K
CWS
168
Cypress Wealth Services
California
$876K
RAM
169
Redmond Asset Management
Virginia
$856K
RFN
170
Redwood Financial Network
Ohio
$829K
AF
171
Allworth Financial
California
$829K
CWM
172
Cordatus Wealth Management
Pennsylvania
$824K
4FG
173
4Thought Financial Group
New York
$815K
NCG
174
Newport Capital Group
New Jersey
$787K
RFWA
175
RPg Family Wealth Advisory
Massachusetts
$768K