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Invesco BulletShares 2029 Corporate Bond ETF

91 hedge funds and large institutions have $291M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.2M 2,065,336 +651,532 +46%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$34.1M 1,947,121 +121,088 +7%
EB
3
Eastern Bank
Massachusetts
$27M 1,540,300 +12,814 +0.8%
Wells Fargo
4
Wells Fargo
California
$16M 914,310 +198,329 +28%
MFWM
5
Motley Fool Wealth Management
Virginia
$13.1M 750,804 +25,995 +4%
ACA
6
Aptus Capital Advisors
Alabama
$12.4M 707,748 -643,508 -48%
GCP
7
Gill Capital Partners
Colorado
$11.4M 653,141 +70,869 +12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$10.3M 586,017 +194,315 +50%
Jane Street
9
Jane Street
New York
$8.71M 497,267 -223,066 -31%
CPC
10
Cookson Peirce & Co
Pennsylvania
$8.38M 478,167 -15,312 -3%
Bank of America
11
Bank of America
North Carolina
$8.31M 474,283 +147,595 +45%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.56M 431,662 +209,855 +95%
UBS Group
13
UBS Group
Switzerland
$7.41M 423,101 +183,374 +76%
AUB
14
Atlantic Union Bankshares
Virginia
$7.24M 413,024 +41,306 +11%
Invesco
15
Invesco
Georgia
$5.9M 336,892 +149,770 +80%
LPL Financial
16
LPL Financial
California
$5.82M 332,334 +129,389 +64%
ADL
17
Asset Dedication LLC
California
$5.75M 328,854 +5,128 +2%
MWM
18
Marietta Wealth Management
Georgia
$5.14M 293,521 -4,385 -1%
CG
19
Colony Group
Massachusetts
$4.42M 252,394 -8,485 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.98M 226,878 +145,521 +179%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.91M 223,021 -157,448 -41%
SPIA
22
Steward Partners Investment Advisory
New York
$2.92M 166,662 +24,426 +17%
RC
23
Rovin Capital
Arizona
$2.84M 161,953 -867 -0.5%
NCM
24
Novare Capital Management
North Carolina
$2.48M 141,664 +884 +0.6%
RJA
25
Raymond James & Associates
Florida
$2.45M 139,638 +54,472 +64%