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Invesco BulletShares 2030 Corporate Bond ETF

274 hedge funds and large institutions have $1.9B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 156 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 36

323% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $1.59B → $1.9B (+$309M)

16% more funds holding

Funds holding: 236274 (+38)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.57% more ownership

Funds ownership: 83%84.57% (+1.6%)

Holders
274
Holders Change
+38
Holders Change %
+16.1%
% of All Funds
3.33%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
55
Increased
156
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Clark Asset Management
New Hampshire
$16.1M +$2.71M +159,854 +20%
ACM
27
Advisors Capital Management
New Jersey
$16.1M +$883K +52,168 +6%
FF
28
Foronjy Financial
California
$15.9M +$712K +42,056 +5%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$15.9M +$2.9M +171,285 +22%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.8M -$541K -31,939 -4%
RMDI
31
R.M. Davis Inc
Maine
$12.4M +$4.46M +263,520 +56%
MML Investors Services
32
MML Investors Services
Massachusetts
$12.3M +$3.69M +217,887 +43%
Osaic Holdings
33
Osaic Holdings
Arizona
$11.7M +$3.25M +192,215 +38%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.98M +116,741 +22%
KMC
35
Kirr Marbach & Co
Indiana
$11.1M +$11.1M +653,537 New
ADL
36
Asset Dedication LLC
California
$10.9M +$2.42M +142,975 +28%
CPC
37
Cookson Peirce & Co
Pennsylvania
$10.8M +$635K +37,535 +6%
GB
38
Goepper Burkhardt
South Carolina
$9.87M +$1.09M +64,662 +12%
BWM
39
BCS Wealth Management
Tennessee
$9.39M +$4.99M +295,030 +114%
CVA
40
Central Valley Advisors
California
$9.36M +$518K +30,614 +6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.4M -$160K -9,475 -2%
AFWM
42
AMJ Financial Wealth Management
Virginia
$8.28M +$139K +8,189 +2%
VIM
43
Vista Investment Management
Pennsylvania
$7.96M +$436K +25,751 +6%
HIP
44
HUB Investment Partners
Texas
$7.7M +$535K +31,602 +7%
KAS
45
Kestra Advisory Services
Texas
$7.51M +$6.97M +411,731 +1,286%
GGI
46
GPM Growth Investors
Michigan
$7.46M +$7.47M +440,939 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$7.33M +$2.18M +128,902 +42%
CP
48
Cornerstone Planning
North Carolina
$7.23M +$7.23M +426,805 New
MWM
49
Marietta Wealth Management
Georgia
$7.16M +$348K +20,554 +5%
SA
50
Sanctuary Advisors
Indiana
$7.14M +$679K +40,079 +10%