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Invesco BulletShares 2029 Corporate Bond ETF

284 hedge funds and large institutions have $1.8B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 177 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
KIG
176
Kessler Investment Group
Indiana
$524K
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$517K
RC
178
Roundview Capital
New Jersey
$477K
WA
179
Waverly Advisors
Alabama
$475K
AIFAIM
180
American Institute for Advanced Investment Management
Arizona
$470K
WCM
181
Whitener Capital Management
North Carolina
$469K
PWSG
182
Pacific Wealth Strategies Group
California
$468K
SWP
183
Stratos Wealth Partners
Ohio
$463K
FHC
184
First Horizon Corporation
Tennessee
$442K
BFA
185
Brown Financial Advisory
Alabama
$428K
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$418K
RWA
187
Redhawk Wealth Advisors
Minnesota
$416K
PS
188
Principal Securities
Iowa
$416K
WEG
189
World Equity Group
Illinois
$407K
TF
190
TLWM Financial
Texas
$402K
WWM
191
Western Wealth Management
Colorado
$398K
Mariner
192
Mariner
Kansas
$391K
PFG
193
Pinnacle Financial Group
Illinois
$389K
SFG
194
Sterling Financial Group
California
$385K
SPIA
195
Steward Partners Investment Advisory
New York
$366K
AQR Capital Management
196
AQR Capital Management
Connecticut
$365K
CIA
197
Capital Investment Advisors
Georgia
$359K
MFP
198
Meridian Financial Partners
Virginia
$356K
SF
199
Summit Financial
New Jersey
$339K
LPT
200
Legacy Private Trust
Wisconsin
$334K