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Invesco BulletShares 2030 Corporate Bond ETF

299 hedge funds and large institutions have $2.04B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 37

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

9% more funds holding

Funds holding: 274299 (+25)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more capital invested

Capital invested by funds: $1.9B → $2.04B (+$143M)

1.82% less ownership

Funds ownership: 84.57%82.75% (-1.8%)

Holders
299
Holders Change
+25
Holders Change %
+9.12%
% of All Funds
3.68%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
40
Increased
184
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$179M +$18.4M +1,089,332 +11%
ACA
2
Aptus Capital Advisors
Alabama
$154M +$2.79M +165,251 +2%
Lido Advisors
3
Lido Advisors
California
$141M +$9.93M +587,893 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$86.1M +$1.7M +100,600 +2%
LPL Financial
5
LPL Financial
California
$85.7M +$960K +56,835 +1%
TA
6
TruWealth Advisors
Louisiana
$78.3M +$2.22M +131,629 +3%
Invesco
7
Invesco
Georgia
$73.6M +$2.89M +171,173 +4%
CA
8
Clearstead Advisors
Ohio
$63.9M +$4.05M +239,954 +7%
Wells Fargo
9
Wells Fargo
California
$54.4M +$7.94M +470,325 +17%
Bank of America
10
Bank of America
North Carolina
$46.5M +$4.84M +286,582 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$44.1M +$2.31M +137,041 +5%
HBT
12
Hills Bank & Trust
Iowa
$43.8M +$2.29M +135,509 +5%
AUB
13
Atlantic Union Bankshares
Virginia
$43.6M +$3.64M +215,735 +9%
UBS Group
14
UBS Group
Switzerland
$37.1M +$2.67M +157,979 +8%
HCM
15
Hengehold Capital Management
Ohio
$36M +$826K +48,910 +2%
P
16
&Partners
Tennessee
$31.9M +$10.6M +628,768 +49%
BCM
17
Brookstone Capital Management
Illinois
$31.8M +$578K +34,230 +2%
TF
18
TLWM Financial
Texas
$30.2M +$2.51M +148,434 +9%
MCM
19
MAI Capital Management
Ohio
$28M +$2.93M +173,847 +12%
IAS
20
IMA Advisory Services
Colorado
$24.2M +$547K +32,386 +2%
MA
21
MONECO Advisors
Connecticut
$23.8M +$1.18M +69,903 +5%
CICC
22
Capital Investment Counsel (Colorado)
Colorado
$19.5M +$2.21M +131,020 +13%
CAM
23
Clark Asset Management
New Hampshire
$19.4M +$3.48M +206,125 +22%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19M +$2.59M +153,134 +16%
MFWM
25
Motley Fool Wealth Management
Virginia
$17.5M -$5.76M -341,157 -25%