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Invesco BulletShares 2030 Corporate Bond ETF

212 hedge funds and large institutions have $1.37B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 123 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
22
Increased
123
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$133M 7,931,126 +477,323 +6%
Morgan Stanley
2
Morgan Stanley
New York
$99.9M 5,952,701 +633,359 +12%
Lido Advisors
3
Lido Advisors
California
$80M 4,765,827 +602,351 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$77.5M 4,621,521 +133,653 +3%
TA
5
TruWealth Advisors
Louisiana
$65.2M 3,883,937 +488,551 +14%
Invesco
6
Invesco
Georgia
$53M 3,159,364 +451,431 +17%
CA
7
Clearstead Advisors
Ohio
$52.4M 3,123,056 +72,212 +2%
Wells Fargo
8
Wells Fargo
California
$49.9M 2,970,811 +92,305 +3%
LPL Financial
9
LPL Financial
California
$38.6M 2,302,307 +134,799 +6%
HBT
10
Hills Bank & Trust
Iowa
$35.9M 2,140,405 +127,672 +6%
HCM
11
Hengehold Capital Management
Ohio
$33.2M 1,981,223 +429,708 +28%
AUB
12
Atlantic Union Bankshares
Virginia
$32.2M 1,921,579 +131,640 +7%
MFWM
13
Motley Fool Wealth Management
Virginia
$29.4M 1,752,487 -187,508 -10%
TF
14
TLWM Financial
Texas
$27.7M 1,648,405 +8,569 +0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26.9M 1,601,990 +65,266 +4%
Bank of America
16
Bank of America
North Carolina
$26.8M 1,598,949 +54,590 +4%
UBS Group
17
UBS Group
Switzerland
$22.7M 1,351,895 +66,007 +5%
IAS
18
IMA Advisory Services
Colorado
$22M 1,312,174 +65,593 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21.6M 1,287,363 +142,312 +12%
MCM
20
MAI Capital Management
Ohio
$19.5M 1,164,560 +105,279 +10%
MA
21
MONECO Advisors
Connecticut
$18.9M 1,123,513 +154,566 +16%
ACM
22
Advisors Capital Management
New Jersey
$14.5M 865,124 +461 +0.1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$14.4M 857,374 +68,391 +9%
FF
24
Foronjy Financial
California
$13.6M 808,764 +808,764 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$13.5M 807,432 +3,739 +0.5%