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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$16.7M +$675K +39,973 +4%
FF
27
Foronjy Financial
California
$16.1M +$358K +21,229 +2%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$16M +$359K +21,284 +2%
ACM
29
Advisors Capital Management
New Jersey
$16M +$113K +6,720 +0.7%
RMDI
30
R.M. Davis Inc
Maine
$13.5M +$1.32M +78,419 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.8M +$1.2M +71,018 +10%
ADL
32
Asset Dedication LLC
California
$12M +$1.21M +71,448 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$11.6M +$567K +33,596 +5%
KMC
34
Kirr Marbach & Co
Indiana
$11.5M +$605K +35,863 +5%
MML Investors Services
35
MML Investors Services
Massachusetts
$11.4M -$718K -42,526 -6%
CL
36
CVFG LLC
Indiana
$11.2M +$11.3M +670,503 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$11.1M -$1.65M -97,794 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$10.8M +$2.58M +152,656 +31%
CPC
39
Cookson Peirce & Co
Pennsylvania
$10.8M +$161K +9,536 +1%
CVA
40
Central Valley Advisors
California
$10.7M +$1.42M +84,244 +15%
GB
41
Goepper Burkhardt
South Carolina
$10.3M +$579K +34,301 +6%
NA
42
NewEdge Advisors
Louisiana
$9.55M +$6.25M +369,943 +184%
CP
43
Cornerstone Planning
North Carolina
$9.5M +$2.37M +140,216 +33%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$9.16M +$2M +118,553 +27%
IAA
45
Independent Advisor Alliance
North Carolina
$8.51M +$8.6M +509,239 New
Ameriprise
46
Ameriprise
Minnesota
$8.49M +$2.64M +156,378 +44%
AFWM
47
AMJ Financial Wealth Management
Virginia
$8.18M -$1.64K -97 -0%
VIM
48
Vista Investment Management
Pennsylvania
$8.02M +$154K +9,130 +2%
HIP
49
HUB Investment Partners
Texas
$8M +$396K +23,453 +5%
VDI
50
Vaughan David Investments
Illinois
$7.8M +$816K +48,312 +12%