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Invesco BulletShares 2030 Corporate Bond ETF

115 hedge funds and large institutions have $499M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
76
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M 2,410,903 -1,484,497 -38%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$38.7M 2,358,486 +941,535 +66%
Wells Fargo
3
Wells Fargo
California
$35.9M 2,188,164 +158,307 +8%
EB
4
Eastern Bank
Massachusetts
$30.4M 1,854,057 +143,386 +8%
ACA
5
Aptus Capital Advisors
Alabama
$29.9M 1,823,858 +238,689 +15%
LPL Financial
6
LPL Financial
California
$29.4M 1,793,241 +361,394 +25%
TF
7
TLWM Financial
Texas
$22.5M 1,373,567 +104,549 +8%
HCM
8
Hengehold Capital Management
Ohio
$18.4M 1,119,848 +1,104,478 +7,186%
AUB
9
Atlantic Union Bankshares
Virginia
$16.2M 988,497 +169,164 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.7M 958,611 +555,764 +138%
MFWM
11
Motley Fool Wealth Management
Virginia
$14.2M 865,227 +44,284 +5%
RJA
12
Raymond James & Associates
Florida
$13M 793,283 +488,306 +160%
UBS Group
13
UBS Group
Switzerland
$12.5M 761,126 +407,494 +115%
Bank of America
14
Bank of America
North Carolina
$12.5M 759,716 +34,771 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$12.1M 735,291 +110,500 +18%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$11.9M 725,903 +725,903 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M 707,659 +420,258 +146%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M 688,559 +211,466 +44%
Invesco
19
Invesco
Georgia
$10.2M 622,976 +21,668 +4%
CPC
20
Cookson Peirce & Co
Pennsylvania
$9.36M 571,206 +44,943 +9%
Jane Street
21
Jane Street
New York
$8.22M 501,477 -8,686 -2%
ADL
22
Asset Dedication LLC
California
$6.52M 398,588 +130,393 +49%
Truist Financial
23
Truist Financial
North Carolina
$6.09M 371,479 +8,999 +2%
MWM
24
Marietta Wealth Management
Georgia
$5.78M 352,545 +25,399 +8%
NAM
25
NorthCrest Asset Manangement
Minnesota
$5.01M 305,910 +8,520 +3%