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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
DAS
201
Diversify Advisory Services
Utah
$300K +$3.79K +224 +1%
SF
202
Summit Financial
New Jersey
$300K +$31.5K +1,858 +12%
AFG
203
Atomi Financial Group
New York
$295K -$118K -6,941 -28%
BFA
204
Bill Few Associates
Pennsylvania
$290K +$85.2K +5,035 +42%
VVP
205
Venture Visionary Partners
Ohio
$289K +$289K +17,071 New
UCFA
206
United Capital Financial Advisors
Texas
$281K +$89.1K +5,264 +46%
KV
207
Kickstand Ventures
New York
$277K
DPI
208
Diversified Portfolios Inc
Michigan
$274K +$274K +16,176 New
GF
209
Goodman Financial
Texas
$273K +$273K +16,140 New
HWM
210
HB Wealth Management
Georgia
$268K +$52.2K +3,083 +24%
IWP
211
Insight Wealth Partners
Texas
$268K
YP
212
YANKCOM Partnership
South Dakota
$266K +$60.1K +3,550 +29%
DC
213
Davenport & Co
Virginia
$261K
MA
214
Montag & Associates
Georgia
$257K +$25.4K +1,500 +11%
Mariner
215
Mariner
Kansas
$252K +$252K +14,904 New
RFWA
216
RPg Family Wealth Advisory
Massachusetts
$250K +$250K +14,775 New
WCM
217
Whitener Capital Management
North Carolina
$249K +$32.4K +1,916 +15%
AIFAIM
218
American Institute for Advanced Investment Management
Arizona
$234K +$33.5K +1,980 +17%
UIM
219
Unified Investment Management
Georgia
$230K
CT
220
Clearstead Trust
Maine
$230K +$230K +13,567 New
CIA
221
Concurrent Investment Advisors
Florida
$220K +$220K +12,974 New
VA
222
Valmark Advisers
Ohio
$216K +$216K +12,755 New
NFG
223
Nations Financial Group
Iowa
$214K +$21.4K +1,262 +11%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$208K +$209K +12,317 New
DCM
225
Davis Capital Management
Florida
$208K +$1.1K +65 +0.5%