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Invesco BulletShares 2029 Corporate Bond ETF

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
151
GeoWealth Management
Illinois
$199K -$14.4K -768 -7%
SFA
152
Source Financial Advisors
New York
$199K -$14.4K -768 -7%
KPWS
153
Kestra Private Wealth Services
Texas
$199K +$199K +10,559 New
EA
154
Everpar Advisors
Oklahoma
$194K +$194K +10,321 New
ASN
155
Advisory Services Network
Georgia
$192K
BBW
156
Blue Barn Wealth
Utah
$190K +$190K +10,111 New
KWM
157
Kingsview Wealth Management
Oregon
$188K +$94 +5 +0%
FCAS
158
First Command Advisory Services
Texas
$176K +$43.9K +2,336 +33%
DCM
159
Davis Capital Management
Florida
$148K +$1.04K +55 +0.7%
HI
160
Harbour Investments
Wisconsin
$136K +$110K +5,852 +418%
WIM
161
Westside Investment Management
California
$115K
NA
162
NewEdge Advisors
Louisiana
$107K +$282 +15 +0.3%
FWP
163
FAS Wealth Partners
Kansas
$106K +$1.22K +65 +1%
MAM
164
Marquette Asset Management
Minnesota
$79.8K
SIC
165
SJS Investment Consulting
Ohio
$65.8K
US Bancorp
166
US Bancorp
Minnesota
$65.8K
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.4K +$37.6K +2,000 +200%
AA
168
Ancora Advisors
Ohio
$42K
YDMI
169
Y.D. More Investments
Israel
$39.5K +$39.5K +2,100 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$38.1K +$38.1K +2,023 New
AIP
171
Ameritas Investment Partners
Nebraska
$30.4K -$33.3K -1,769 -52%
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.9K +$29.9K +1,588 New
LWCFA
173
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.6K +$25.6K +1,385 New
ST
174
Smithfield Trust
Pennsylvania
$23K +$228 +12 +1%
AP
175
Aspect Partners
Virginia
$19.9K