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Invesco BulletShares 2030 Corporate Bond ETF

201 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 124 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
201
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
124
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
51
Stephens Inc
Arkansas
$3.1M 186,949 +35,177 +23%
SFA
52
Souders Financial Advisors
Ohio
$3.08M 185,652 +185,652 New
EWM
53
Empirical Wealth Management
Washington
$3.07M 184,930 +2,988 +2%
NCM
54
Novare Capital Management
North Carolina
$2.86M 172,192 +8,816 +5%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$2.84M 170,960 +61,738 +57%
Ameriprise
56
Ameriprise
Minnesota
$2.8M 168,989 +45,572 +37%
IWC
57
Infinity Wealth Counsel
Ohio
$2.78M 167,400 +1,710 +1%
CIC
58
Carnegie Investment Counsel
Ohio
$2.69M 162,760 +9,605 +6%
Stifel Financial
59
Stifel Financial
Missouri
$2.66M 160,590 +26,612 +20%
ECM
60
Exchange Capital Management
Michigan
$2.66M 160,250 -1,127 -0.7%
LC
61
Legacy CG
Texas
$2.6M 156,689 -2,075 -1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$2.53M 152,603 +22,401 +17%
AI
63
Atria Investments
North Carolina
$2.52M 151,738 +68,241 +82%
SPWM
64
Straight Path Wealth Management
Michigan
$2.36M 142,278 +17,754 +14%
OFG
65
Opulen Financial Group
Virginia
$2.25M 135,498 +15,758 +13%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.24M 134,830 +16,407 +14%
SIC
67
SFE Investment Counsel
California
$2.2M 132,326 +46,956 +55%
LWA
68
Ledgewood Wealth Advisors
New Hampshire
$2.06M 124,166 +43,488 +54%
EB
69
Eastern Bank
Massachusetts
$1.99M 120,231 -217,373 -64%
CTA
70
Colonial Trust Advisors
South Carolina
$1.96M 118,106 +25,477 +28%
FF
71
Farnam Financial
Arizona
$1.95M 117,772 +16,474 +16%
SAM
72
Smartleaf Asset Management
Massachusetts
$1.85M 111,436 +438 +0.4%
P
73
&Partners
Tennessee
$1.8M 108,469 +4,085 +4%
EI
74
Ellevest Inc
New York
$1.63M 98,003 +8,059 +9%
SAM
75
Sawgrass Asset Management
Florida
$1.57M 94,669 -12,920 -12%