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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
HI
176
Harbour Investments
Wisconsin
$762K
SWA
177
Sax Wealth Advisors
New Jersey
$756K
MA
178
Montag & Associates
Georgia
$734K
HCM
179
Hengehold Capital Management
Ohio
$722K
FCAS
180
First Command Advisory Services
Texas
$716K
CFS
181
Coordinated Financial Services
Colorado
$699K
KWM
182
Kingsview Wealth Management
Oregon
$696K
NWAG
183
Net Worth Advisory Group
Utah
$675K
VPF
184
Vantage Point Financial
Illinois
$674K
ACG
185
Allen Capital Group
Nebraska
$667K
HGA
186
Hobbs Group Advisors
South Carolina
$665K
Brown Advisory
187
Brown Advisory
Maryland
$658K
AIM
188
Anchor Investment Management
South Carolina
$649K
JC
189
JM2 Capital
Oklahoma
$646K
GWA
190
Genesis Wealth Advisors
Massachusetts
$609K
WCM
191
Whitener Capital Management
North Carolina
$600K
HWM
192
HB Wealth Management
Georgia
$600K
GF
193
Goodman Financial
Texas
$596K
Cerity Partners
194
Cerity Partners
New York
$587K
SPIA
195
Steward Partners Investment Advisory
New York
$581K
AIFAIM
196
American Institute for Advanced Investment Management
Arizona
$565K
PS
197
Principal Securities
Iowa
$556K
GWSA
198
Global Wealth Strategies & Associates
Colorado
$553K
FIA
199
Foundations Investment Advisors
Arizona
$551K
AWM
200
Accurate Wealth Management
Florida
$547K