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Invesco BulletShares 2029 Corporate Bond ETF

114 hedge funds and large institutions have $472M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
64
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 5,507,892 +3,442,556 +167%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$38.6M 2,084,022 +136,901 +7%
EB
3
Eastern Bank
Massachusetts
$28.7M 1,547,955 +7,655 +0.5%
Wells Fargo
4
Wells Fargo
California
$24M 1,291,587 +377,277 +41%
ACA
5
Aptus Capital Advisors
Alabama
$18.9M 1,019,823 +312,075 +44%
Jane Street
6
Jane Street
New York
$18.1M 978,317 +481,050 +97%
AWM
7
Avior Wealth Management
Nebraska
$18.1M 976,989 +944,242 +2,883%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$16.6M 894,991 +308,974 +53%
MFWM
9
Motley Fool Wealth Management
Virginia
$14.2M 766,095 +15,291 +2%
UBS Group
10
UBS Group
Switzerland
$12.5M 672,088 +248,987 +59%
GCP
11
Gill Capital Partners
Colorado
$12M 647,211 -5,930 -0.9%
LPL Financial
12
LPL Financial
California
$11.5M 619,531 +287,197 +86%
Bank of America
13
Bank of America
North Carolina
$10.3M 555,681 +81,398 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.72M 524,172 +92,510 +21%
AUB
15
Atlantic Union Bankshares
Virginia
$9.15M 493,329 +80,305 +19%
CPC
16
Cookson Peirce & Co
Pennsylvania
$8.74M 471,422 -6,745 -1%
Invesco
17
Invesco
Georgia
$8.38M 451,756 +114,864 +34%
RJA
18
Raymond James & Associates
Florida
$6.78M 365,486 +225,848 +162%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.69M 360,852 +137,831 +62%
ADL
20
Asset Dedication LLC
California
$6.21M 335,031 +6,177 +2%
MWM
21
Marietta Wealth Management
Georgia
$5.41M 291,856 -1,665 -0.6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$5.16M 278,243 +278,243 New
HIP
23
HUB Investment Partners
Texas
$4.66M 251,266 +251,266 New
GB
24
Goepper Burkhardt
South Carolina
$4.21M 229,950 +128,200 +126%
HWM
25
Horizons Wealth Management
North Carolina
$3.87M 208,906 +141,425 +210%