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Invesco BulletShares 2029 Corporate Bond ETF

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83.2M 4,423,376 +152,260 +4%
CA
2
Clearstead Advisors
Ohio
$50.8M 2,703,012 +134,482 +5%
RJA
3
Raymond James & Associates
Florida
$48M 2,550,819 +1,059,729 +71%
ACA
4
Aptus Capital Advisors
Alabama
$40.7M 2,162,775 +591,205 +38%
AWM
5
Avior Wealth Management
Nebraska
$37M 1,969,430 +333,314 +20%
LPL Financial
6
LPL Financial
California
$34.7M 1,845,994 +565,658 +44%
Wells Fargo
7
Wells Fargo
California
$32.9M 1,750,455 -122,401 -7%
EB
8
Eastern Bank
Massachusetts
$31.6M 1,678,513 -7,172 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.6M 1,359,055 -63,900 -4%
Bank of America
10
Bank of America
North Carolina
$25.4M 1,351,775 +91,961 +7%
Invesco
11
Invesco
Georgia
$23.5M 1,247,321 +400,582 +47%
UBS Group
12
UBS Group
Switzerland
$22M 1,172,032 +54,742 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$21.8M 1,161,426 +19,140 +2%
Stifel Financial
14
Stifel Financial
Missouri
$19M 1,010,581 +23,381 +2%
RIG
15
RiverFront Investment Group
Virginia
$15.9M 847,419 +108,037 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15.9M 844,798 +85,606 +11%
AUB
17
Atlantic Union Bankshares
Virginia
$15.9M 843,172 +135,696 +19%
HBT
18
Hills Bank & Trust
Iowa
$15.6M 828,201 +445,291 +116%
MFWM
19
Motley Fool Wealth Management
Virginia
$14.6M 774,468 -38,283 -5%
Lido Advisors
20
Lido Advisors
California
$14.4M 767,574 +630,606 +460%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$12.9M 686,832 +449,824 +190%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$12.8M 679,330 +90,810 +15%
GCP
23
Gill Capital Partners
Colorado
$12.5M 663,696 +8,259 +1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.3M 545,321 +15,389 +3%
CPC
25
Cookson Peirce & Co
Pennsylvania
$9.78M 520,127 +6,353 +1%