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Invesco BulletShares 2029 Corporate Bond ETF

81 hedge funds and large institutions have $263M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
41
Reduced
16
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
$32.8M 1,826,033 +149,568 +9%
EB
2
Eastern Bank
Massachusetts
$27.4M 1,527,486 +28,636 +2%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M 1,413,804 +1,049,777 +288%
ACA
4
Aptus Capital Advisors
Alabama
$24.2M 1,351,256 -177,998 -12%
MFWM
5
Motley Fool Wealth Management
Virginia
$13M 724,809 +18,585 +3%
Jane Street
6
Jane Street
New York
$12.9M 720,333 -127,232 -15%
Wells Fargo
7
Wells Fargo
California
$12.8M 715,981 +314,234 +78%
GCP
8
Gill Capital Partners
Colorado
$10.4M 582,272 +220 +0%
CPC
9
Cookson Peirce & Co
Pennsylvania
$8.86M 493,479 +9,541 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.03M 391,702 +1,752 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.83M 380,469 +192,274 +102%
AUB
12
Atlantic Union Bankshares
Virginia
$6.67M 371,718 +63,571 +21%
Bank of America
13
Bank of America
North Carolina
$5.86M 326,688 +27,392 +9%
ADL
14
Asset Dedication LLC
California
$5.81M 323,726 +7,406 +2%
MWM
15
Marietta Wealth Management
Georgia
$5.35M 297,906 +11,938 +4%
CG
16
Colony Group
Massachusetts
$4.68M 260,879 +3,690 +1%
UBS Group
17
UBS Group
Switzerland
$4.3M 239,727 +219,265 +1,072%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.98M 221,807 +39,675 +22%
LPL Financial
19
LPL Financial
California
$3.64M 202,945 +34,770 +21%
Invesco
20
Invesco
Georgia
$3.36M 187,122 +69,711 +59%
RC
21
Rovin Capital
Arizona
$2.92M 162,820 -27,878 -15%
SPIA
22
Steward Partners Investment Advisory
New York
$2.55M 142,236 +134,238 +1,678%
NCM
23
Novare Capital Management
North Carolina
$2.53M 140,780 +7,495 +6%
EWM
24
Empirical Wealth Management
Washington
$2.02M 112,306 -1,890 -2%
AA
25
Addison Advisors
Vermont
$1.78M 99,350 +27,153 +38%