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Invesco BulletShares 2029 Corporate Bond ETF

322 hedge funds and large institutions have $2.08B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
NCG
176
Newport Capital Group
New Jersey
$787K
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$768K
HI
178
Harbour Investments
Wisconsin
$762K
SWA
179
Sax Wealth Advisors
New Jersey
$756K
MA
180
Montag & Associates
Georgia
$734K
HCM
181
Hengehold Capital Management
Ohio
$722K
FCAS
182
First Command Advisory Services
Texas
$716K
CFS
183
Coordinated Financial Services
Colorado
$699K
KWM
184
Kingsview Wealth Management
Oregon
$696K
NWAG
185
Net Worth Advisory Group
Utah
$675K
VPF
186
Vantage Point Financial
Illinois
$674K
ACG
187
Allen Capital Group
Nebraska
$667K
HGA
188
Hobbs Group Advisors
South Carolina
$665K
Brown Advisory
189
Brown Advisory
Maryland
$658K
AIM
190
Anchor Investment Management
South Carolina
$649K
JC
191
JM2 Capital
Oklahoma
$646K
GWA
192
Genesis Wealth Advisors
Massachusetts
$609K
WCM
193
Whitener Capital Management
North Carolina
$600K
HWM
194
HB Wealth Management
Georgia
$600K
GF
195
Goodman Financial
Texas
$596K
Cerity Partners
196
Cerity Partners
New York
$587K
SPIA
197
Steward Partners Investment Advisory
New York
$581K
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
$565K
PS
199
Principal Securities
Iowa
$556K
GWSA
200
Global Wealth Strategies & Associates
Colorado
$553K