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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
VDI
51
Vaughan David Investments
Illinois
$7.08M +$1.29M +75,981 +22%
DWML
52
Decker Wealth Management LLC
Tennessee
$6.88M +$6.89M +406,724 New
AF
53
Align Financial
Minnesota
$6.63M +$112K +6,633 New
WIM
54
Waycross Investment Management
Washington
$6.45M -$2.35K -139 -0%
MWM
55
Modern Wealth Management
Kansas
$6.38M +$365K +21,565 +6%
HAG
56
HighPoint Advisor Group
Illinois
$6.19M +$6.2M +365,967 New
Ameriprise
57
Ameriprise
Minnesota
$5.95M +$700K +41,328 +13%
WMWM
58
Wilkins Miller Wealth Management
Alabama
$5.8M +$969K +57,242 +20%
AA
59
Addison Advisors
Vermont
$5.59M +$320K +18,908 +6%
CTA
60
Colonial Trust Advisors
South Carolina
$5.47M +$1.32M +78,146 +32%
MCB
61
Morton Community Bank
Illinois
$5.38M +$741K +43,792 +16%
SI
62
Stephens Inc
Arkansas
$5.09M +$848K +50,106 +20%
NL
63
NorthAvenue LLC
Ohio
$4.42M +$4.42M +261,264 New
SPWM
64
Straight Path Wealth Management
Michigan
$4.38M +$384K +22,703 +10%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$4.36M +$1.44M +84,829 +49%
LWA
66
Ledgewood Wealth Advisors
New Hampshire
$4.29M +$1.41M +83,480 +49%
PMWMG
67
Parr McKnight Wealth Management Group
Minnesota
$4.28M +$4.28M +252,676 New
AI
68
Atria Investments
North Carolina
$4.06M +$510K +30,125 +14%
HWM
69
Howard Wealth Management
Connecticut
$4.06M +$2.69M +158,863 +196%
LC
70
Legacy CG
Texas
$4M +$283K +16,689 +8%
SFA
71
Souders Financial Advisors
Ohio
$3.99M +$175K +10,317 +5%
SIC
72
SFE Investment Counsel
California
$3.98M +$518K +30,602 +15%
HWM
73
Horizons Wealth Management
North Carolina
$3.94M +$164K +9,687 +4%
Truist Financial
74
Truist Financial
North Carolina
$3.89M -$3.51M -207,480 -47%
PMG
75
ProVise Management Group
Florida
$3.85M +$3.48M +205,505 +932%