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Invesco BulletShares 2030 Corporate Bond ETF

142 hedge funds and large institutions have $571M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
33
Increased
82
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$43M 2,642,706 +2,642,706 New
ACA
2
Aptus Capital Advisors
Alabama
$39.6M 2,434,089 +610,231 +33%
Morgan Stanley
3
Morgan Stanley
New York
$32.3M 1,984,698 -426,205 -18%
Wells Fargo
4
Wells Fargo
California
$32M 1,968,920 -219,244 -10%
RJA
5
Raymond James & Associates
Florida
$31.5M 1,934,521 +1,141,238 +144%
EB
6
Eastern Bank
Massachusetts
$30.6M 1,879,680 +25,623 +1%
TF
7
TLWM Financial
Texas
$23M 1,412,952 +39,385 +3%
LPL Financial
8
LPL Financial
California
$22.6M 1,392,748 -400,493 -22%
MFWM
9
Motley Fool Wealth Management
Virginia
$22.2M 1,362,418 +497,191 +57%
AUB
10
Atlantic Union Bankshares
Virginia
$19.5M 1,200,323 +211,826 +21%
HCM
11
Hengehold Capital Management
Ohio
$19.2M 1,181,297 +61,449 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M 1,068,532 +109,921 +11%
Invesco
13
Invesco
Georgia
$15.5M 956,130 +333,154 +53%
ACM
14
Advisors Capital Management
New Jersey
$13.6M 837,558 +837,558 New
Bank of America
15
Bank of America
North Carolina
$12.9M 793,788 +34,072 +4%
UBS Group
16
UBS Group
Switzerland
$12.7M 778,384 +17,258 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12.2M 752,892 +26,989 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.2M 750,744 +62,185 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$12.2M 749,874 +14,583 +2%
CPC
20
Cookson Peirce & Co
Pennsylvania
$9.32M 573,212 +2,006 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.3M 572,188 -135,471 -19%
ADL
22
Asset Dedication LLC
California
$6.97M 428,691 +30,103 +8%
Truist Financial
23
Truist Financial
North Carolina
$6.76M 415,870 +44,391 +12%
MWM
24
Marietta Wealth Management
Georgia
$5.79M 356,053 +3,508 +1%
VIM
25
Vista Investment Management
Pennsylvania
$5.21M 320,154 +320,154 New