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Invesco BulletShares 2029 Corporate Bond ETF

70 hedge funds and large institutions have $222M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
38
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$30.7M 1,676,465 +1,676,465 New
ACA
2
Aptus Capital Advisors
Alabama
$28M 1,529,254 -14,590 -0.9%
EB
3
Eastern Bank
Massachusetts
$27.4M 1,498,850 +150,687 +11%
Jane Street
4
Jane Street
New York
$15.5M 847,565 +717,039 +549%
MFWM
5
Motley Fool Wealth Management
Virginia
$12.9M 706,224 -8,232 -1%
GCP
6
Gill Capital Partners
Colorado
$10.6M 582,052 +20,509 +4%
CPC
7
Cookson Peirce & Co
Pennsylvania
$8.85M 483,938 +9,806 +2%
Wells Fargo
8
Wells Fargo
California
$7.35M 401,747 +38,187 +11%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.13M 389,950 +7,277 +2%
Morgan Stanley
10
Morgan Stanley
New York
$6.66M 364,027 +150,030 +70%
ADL
11
Asset Dedication LLC
California
$5.78M 316,320 +16,962 +6%
AUB
12
Atlantic Union Bankshares
Virginia
$5.64M 308,147 +139,841 +83%
Bank of America
13
Bank of America
North Carolina
$5.48M 299,296 +151,023 +102%
MWM
14
Marietta Wealth Management
Georgia
$5.23M 285,968 +17,216 +6%
CG
15
Colony Group
Massachusetts
$4.7M 257,189 +210,925 +456%
RC
16
Rovin Capital
Arizona
$3.49M 190,698 -5,428 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.44M 188,195 +103,196 +121%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.33M 182,132 +64,028 +54%
LPL Financial
19
LPL Financial
California
$3.08M 168,175 +39,125 +30%
NCM
20
Novare Capital Management
North Carolina
$2.44M 133,285 +48,654 +57%
Invesco
21
Invesco
Georgia
$2.15M 117,411 +52,912 +82%
EWM
22
Empirical Wealth Management
Washington
$2.09M 114,196 +30,659 +37%
ECM
23
Exchange Capital Management
Michigan
$1.73M 94,655 -151 -0.2%
MGIA
24
Matthew Goff Investment Advisor
Texas
$1.61M 87,820 -837 -0.9%
Stifel Financial
25
Stifel Financial
Missouri
$1.41M 76,811 +519 +0.7%