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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
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$1.83M +$1.19M +70,294 +185%
BPA
102
Beacon Pointe Advisors
California
$1.83M +$1.64M +96,630 +838%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$265K +15,634 +17%
SAM
104
Sawgrass Asset Management
Florida
$1.64M +$44K +2,600 +3%
SB
105
Semitam Bonam
New York
$1.64M +$121K +7,161 +8%
GCM
106
G2 Capital Management
Ohio
$1.57M +$17.5K +1,032 +1%
DAS
107
Dynamic Advisor Solutions
Arizona
$1.55M +$473K +27,950 +44%
VA
108
VestGen Advisors
Illinois
$1.55M +$307K +18,154 +25%
IF
109
Ironwood Financial
Arizona
$1.54M +$27.5K +1,623 +2%
PAG
110
Private Advisor Group
New Jersey
$1.54M -$1.63M -96,439 -51%
BCFS
111
Butensky & Cohen Financial Security
Florida
$1.51M +$95.2K +5,624 +7%
KPWS
112
Kestra Private Wealth Services
Texas
$1.32M +$95.6K +5,647 +8%
EA
113
Everpar Advisors
Oklahoma
$1.28M +$45.9K +2,713 +4%
RWA
114
River Wealth Advisors
Pennsylvania
$1.27M +$59.4K +3,506 +5%
AA
115
ArborFi Advisors
Michigan
$1.26M -$21.2K -1,252 -2%
JWM
116
JPL Wealth Management
Colorado
$1.2M +$211K +12,482 +21%
HT
117
Heritage Trust
Oklahoma
$1.19M +$282K +16,665 +31%
IBOK
118
Independence Bank of Kentucky
Kentucky
$1.19M +$10.1K +598 +0.9%
LW
119
Livet Wealth
Utah
$1.18M +$1.18M +69,618 New
TCM
120
Tradewinds Capital Management
Washington
$1.11M -$17.6M -1,041,984 -94%
CFS
121
Coordinated Financial Services
Colorado
$1.08M +$50.5K +2,981 +5%
AC
122
Apella Capital
Connecticut
$1.07M -$10.6K -625 -1%
FCM
123
Fourpath Capital Management
Oklahoma
$1.07M +$414K +24,464 +64%
SWM
124
Silverlake Wealth Management
Vermont
$1.01M +$450K +26,563 +81%
CWA
125
Continuum Wealth Advisors
New York
$1M +$1M +59,326 New