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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
WWA
151
Wingate Wealth Advisors
Massachusetts
$1.23M +$58.9K +3,126 +5%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.2M +$1.32K +70 +0.1%
UIM
153
Unified Investment Management
Georgia
$1.15M +$207 +11 +0%
IBOK
154
Independence Bank of Kentucky
Kentucky
$1.14M -$2.64K -140 -0.2%
WB
155
Webster Bank
Connecticut
$1.12M +$1.12M +59,248 New
AR
156
Apeiron RIA
Texas
$1.11M -$38.5K -2,045 -3%
KFI
157
Key Financial Inc
Pennsylvania
$1.08M +$25.1K +1,330 +2%
LWL
158
Leo Wealth LLC
Texas
$1.07M +$1.07M +56,997 New
CWA
159
Continuum Wealth Advisors
New York
$1.07M +$1.07M +56,977 New
AC
160
Apella Capital
Connecticut
$1.07M -$11.3K -601 -1%
VIM
161
Vista Investment Management
Pennsylvania
$1.06M +$464K +24,655 +78%
TW
162
Tempo Wealth
Ohio
$1.06M +$1.06M +56,406 New
Creative Planning
163
Creative Planning
Kansas
$1.05M -$116K -6,140 -10%
SWM
164
Segment Wealth Management
Texas
$1.02M +$21.3K +1,130 +2%
HA
165
Hanover Advisors
South Carolina
$958K +$66.7K +3,540 +7%
Comerica Bank
166
Comerica Bank
Texas
$948K +$155K +8,247 +20%
WFC
167
Western Financial Corp
California
$945K -$8.21K -436 -0.9%
CAL
168
Capital Analysts LLC
Pennsylvania
$938K +$50.6K +2,686 +6%
EWA
169
EP Wealth Advisors
California
$917K +$918K +48,709 New
OPTFSNA
170
Old Point Trust & Financial Services N A
Virginia
$890K +$257K +13,637 +41%
CWS
171
Cypress Wealth Services
California
$876K -$22K -1,170 -2%
RAM
172
Redmond Asset Management
Virginia
$856K +$20.3K +1,080 +2%
RFN
173
Redwood Financial Network
Ohio
$829K +$42.7K +2,269 +5%
AF
174
Allworth Financial
California
$829K +$199K +10,574 +32%
CWM
175
Cordatus Wealth Management
Pennsylvania
$824K +$116K +6,153 +16%