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Invesco BulletShares 2029 Corporate Bond ETF

230 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+44
Holders Change %
+23.66%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$300K
SM
177
Sensible Money
Arizona
$271K +$3.63K +198 +1%
TCM
178
Tassel Capital Management
North Carolina
$271K +$271K +14,749 New
CWM
179
Cordatus Wealth Management
Pennsylvania
$270K +$270K +14,699 New
KOC
180
Koss-Olinger Consulting
Florida
$264K +$35.1K +1,917 +15%
EA
181
Everpar Advisors
Oklahoma
$263K +$73.5K +4,007 +39%
DC
182
Davenport & Co
Virginia
$260K +$260K +14,156 New
SC
183
Savant Capital
Illinois
$257K +$257K +14,028 New
CW
184
Code Waechter
Florida
$257K +$257K +13,998 New
VPF
185
Vantage Point Financial
Illinois
$256K +$256K +13,936 New
KIG
186
Kessler Investment Group
Indiana
$254K +$254K +13,875 New
PS
187
Principal Securities
Iowa
$251K +$22.6K +1,230 +10%
FAM
188
Flaharty Asset Management
Florida
$249K
CB
189
Chris Bulman
California
$240K +$240K +13,107 New
LFG
190
Larson Financial Group
Missouri
$237K -$13.4K -729 -5%
CBT
191
Crews Bank & Trust
Florida
$237K +$237K +12,900 New
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$235K +$180K +9,810 +327%
YP
193
YANKCOM Partnership
South Dakota
$233K +$233K +12,685 New
DA
194
Dover Advisors
Virginia
$230K
UCFA
195
United Capital Financial Advisors
Texas
$223K +$223K +12,175 New
DAS
196
Dynamic Advisor Solutions
Arizona
$223K +$2.51K +137 +1%
FFIC
197
First Fiduciary Investment Counsel
Ohio
$213K +$213K +11,640 New
BEI
198
Benjamin Edwards Inc
Missouri
$211K +$7.94K +433 +4%
TSWM
199
Tyler-Stone Wealth Management
Ohio
$202K +$202K +11,000 New
PB
200
Pinnacle Bancorp
Nebraska
$201K +$201K +10,957 New