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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 %
AA
201
Ancora Advisors
Ohio
$200K +$159K +8,680 +389%
GM
202
GeoWealth Management
Illinois
$197K +$2.84K +155 +1%
AIFAIM
203
American Institute for Advanced Investment Management
Arizona
$195K +$195K +10,650 New
MFC
204
Morris Financial Concepts
South Carolina
$194K
KPWS
205
Kestra Private Wealth Services
Texas
$187K -$6.16K -336 -3%
OPTFSNA
206
Old Point Trust & Financial Services N A
Virginia
$180K +$180K +9,823 New
FCAS
207
First Command Advisory Services
Texas
$178K +$5.96K +325 +3%
DCM
208
Davis Capital Management
Florida
$120K -$24.6K -1,342 -17%
WIM
209
Westside Investment Management
California
$114K
FWP
210
FAS Wealth Partners
Kansas
$104K +$1.17K +64 +1%
UCB
211
United Community Bank
South Carolina
$101K +$101K +5,500 New
MAM
212
Marquette Asset Management
Minnesota
$77.8K
SIC
213
SJS Investment Consulting
Ohio
$64.2K
US Bancorp
214
US Bancorp
Minnesota
$64.1K
AF
215
Advisornet Financial
Minnesota
$53.6K +$53.6K +2,924 New
YDMI
216
Y.D. More Investments
Israel
$38.4K
TWM
217
Topsail Wealth Management
North Carolina
$27.5K +$27.5K +1,500 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$24.5K -$12.6K -687 -34%
ST
219
Smithfield Trust
Pennsylvania
$22K
IA
220
IFP Advisors
Florida
$22K +$4.99K +272 +29%
AIP
221
Ameritas Investment Partners
Nebraska
$19.8K -$9.83K -536 -33%
AP
222
Aspect Partners
Virginia
$19.4K
GRP
223
Global Retirement Partners
California
$12.3K +$6.05K +330 +98%
RPA
224
Redwood Park Advisors
California
$10.1K +$10.1K +549 New
GI
225
GAMMA Investing
California
$10K