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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
FNBOO
76
First National Bank of Omaha
Nebraska
$3.85M +$3.84M +227,059 New
GWM
77
Geneos Wealth Management
Colorado
$3.77M +$225K +13,296 +6%
Stifel Financial
78
Stifel Financial
Missouri
$3.66M +$794K +46,893 +28%
FF
79
Farnam Financial
Arizona
$3.63M +$470K +27,782 +15%
CAG
80
Carroll Advisory Group
Texas
$3.57M +$3.57M +211,038 New
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$3.53M +$640K +37,819 +22%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$3.43M -$2.19M -129,337 -39%
NA
83
NewEdge Advisors
Louisiana
$3.41M +$741K +43,794 +28%
EWM
84
Empirical Wealth Management
Washington
$3.34M +$44.8K +2,645 +1%
NCM
85
Novare Capital Management
North Carolina
$3.32M +$71.4K +4,218 +2%
CCW
86
Coastline Complete Wealth
South Carolina
$3.28M +$3.28M +193,748 New
IWC
87
Infinity Wealth Counsel
Ohio
$3.26M +$371K +21,925 +13%
CT
88
Colonial Trust
South Carolina
$3.25M +$584K +34,505 +22%
OFG
89
Opulen Financial Group
Virginia
$3.14M +$269K +15,901 +9%
CIC
90
Carnegie Investment Counsel
Ohio
$3.01M -$60.7K -3,584 -2%
MOS
91
MGO One Seven
Ohio
$2.9M +$366K +21,637 +14%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.86M +$594K +35,068 +26%
PFS
93
Prospera Financial Services
Texas
$2.76M +$2.57M +151,862 +1,325%
AWM
94
Avior Wealth Management
Nebraska
$2.67M +$586K +34,619 +28%
MPIA
95
Milestones Private Investment Advisors
New York
$2.62M +$182K +10,752 +7%
EI
96
Ellevest Inc
New York
$2.56M +$805K +47,530 +46%
HNB
97
Huntington National Bank
Ohio
$2.48M
ACM
98
AlphaStar Capital Management
North Carolina
$2.37M +$2.37M +139,819 New
LWL
99
Leo Wealth LLC
Texas
$1.98M +$1.98M +117,156 New
TVM
100
True Vision MN
Minnesota
$1.96M +$1.96M +115,731 New