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Invesco BulletShares 2029 Corporate Bond ETF

230 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
230
Holders Change
+44
Holders Change %
+23.66%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M 5,074,748 +651,372 +15%
Lido Advisors
2
Lido Advisors
California
$67.9M 3,704,806 +2,937,232 +383%
Raymond James Financial
3
Raymond James Financial
Florida
$64.1M 3,494,838 +3,494,838 New
LPL Financial
4
LPL Financial
California
$54.8M 2,988,811 +1,142,817 +62%
CA
5
Clearstead Advisors
Ohio
$52M 2,836,756 +133,744 +5%
ACA
6
Aptus Capital Advisors
Alabama
$49.8M 2,715,053 +552,278 +26%
Wells Fargo
7
Wells Fargo
California
$42.2M 2,299,634 +549,179 +31%
AWM
8
Avior Wealth Management
Nebraska
$40.5M 2,207,836 +238,406 +12%
HBT
9
Hills Bank & Trust
Iowa
$36.9M 2,012,301 +1,184,100 +143%
Invesco
10
Invesco
Georgia
$35.2M 1,917,332 +670,011 +54%
Bank of America
11
Bank of America
North Carolina
$31.8M 1,731,428 +379,653 +28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$29.2M 1,594,404 +235,349 +17%
UBS Group
13
UBS Group
Switzerland
$28.8M 1,572,341 +400,309 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27M 1,470,101 +625,303 +74%
BCM
15
Brookstone Capital Management
Illinois
$24.6M 1,343,717 +1,343,717 New
MCM
16
MAI Capital Management
Ohio
$21.8M 1,189,114 +1,189,114 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$21.2M 1,157,841 -3,585 -0.3%
Stifel Financial
18
Stifel Financial
Missouri
$19.5M 1,065,827 +55,246 +5%
CICC
19
Capital Investment Counsel (Colorado)
Colorado
$19.5M 1,064,744 +377,912 +55%
AUB
20
Atlantic Union Bankshares
Virginia
$16.8M 916,589 +73,417 +9%
RIG
21
RiverFront Investment Group
Virginia
$16.8M 914,536 +67,117 +8%
HC
22
Headland Capital
South Carolina
$15M 817,894 +817,894 New
IAA
23
Independent Advisor Alliance
North Carolina
$15M 817,497 +817,497 New
MFWM
24
Motley Fool Wealth Management
Virginia
$13.7M 745,907 -28,561 -4%
MA
25
MONECO Advisors
Connecticut
$12.4M 677,785 +218,467 +48%