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Invesco BulletShares 2030 Corporate Bond ETF

65 hedge funds and large institutions have $173M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
26
Equitable Holdings
New York
$1.06M +$78.6K +4,850 +8%
RJA
27
Raymond James & Associates
Florida
$946K +$537K +33,122 +131%
CAM
28
Clark Asset Management
New Hampshire
$759K +$7.4K +457 +1%
TCCM
29
Timber Creek Capital Management
Massachusetts
$715K -$17.9K -1,106 -2%
FA
30
Forefront Analytics
Pennsylvania
$700K -$122K -7,504 -15%
AA
31
Addison Advisors
Vermont
$553K +$468K +28,870 +551%
SPC
32
Sigma Planning Corp
Michigan
$551K +$551K +33,995 New
LPT
33
Legacy Private Trust
Wisconsin
$550K -$22.9K -1,413 -4%
SAM
34
Sawgrass Asset Management
Florida
$511K +$24.2K +1,495 +5%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$439K +$439K +27,098 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$437K +$66.3K +4,100 +18%
EI
37
Ellevest Inc
New York
$413K +$7.92K +489 +2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$316K +$316K +19,492 New
Stifel Financial
39
Stifel Financial
Missouri
$301K +$15.5K +954 +5%
SFG
40
Sterling Financial Group
California
$253K +$253K +15,636 New
FA
41
Fountainhead AM
New Jersey
$251K +$49K +3,023 +24%
CIA
42
Capital Investment Advisors
Georgia
$220K +$35.6K +2,196 +19%
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$203K
GCA
44
Gradient Capital Advisors
California
$203K
FAG
45
Financial Advisory Group
Texas
$194K +$194K +11,968 New
AA
46
Ancora Advisors
Ohio
$183K
SM
47
Sensible Money
Arizona
$178K +$178K +10,974 New
AC
48
Apella Capital
Connecticut
$172K +$172K +10,640 New
AAS
49
Avantax Advisory Services
Texas
$165K +$165K +10,190 New
IBOK
50
Independence Bank of Kentucky
Kentucky
$156K +$11.3K +699 +8%