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Invesco BulletShares 2030 Corporate Bond ETF

162 hedge funds and large institutions have $753M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
97
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$56.8M 3,350,928 +916,839 +38%
CA
2
Clearstead Advisors
Ohio
$49.1M 2,898,905 +256,199 +10%
RJA
3
Raymond James & Associates
Florida
$43.9M 2,589,791 +655,270 +34%
Invesco
4
Invesco
Georgia
$41.4M 2,442,792 +1,486,662 +155%
Wells Fargo
5
Wells Fargo
California
$40.6M 2,396,328 +427,408 +22%
Morgan Stanley
6
Morgan Stanley
New York
$36.3M 2,142,909 +158,211 +8%
LPL Financial
7
LPL Financial
California
$32.3M 1,907,015 +514,267 +37%
EB
8
Eastern Bank
Massachusetts
$31.8M 1,873,666 -6,014 -0.3%
TF
9
TLWM Financial
Texas
$24.9M 1,468,501 +55,549 +4%
HCM
10
Hengehold Capital Management
Ohio
$24.3M 1,433,092 +251,795 +21%
AUB
11
Atlantic Union Bankshares
Virginia
$23.8M 1,403,744 +203,421 +17%
MFWM
12
Motley Fool Wealth Management
Virginia
$22.3M 1,312,819 -49,599 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.6M 1,217,031 +148,499 +14%
Bank of America
14
Bank of America
North Carolina
$18.1M 1,070,310 +276,522 +35%
ACM
15
Advisors Capital Management
New Jersey
$14.5M 852,745 +15,187 +2%
UBS Group
16
UBS Group
Switzerland
$14.4M 849,761 +71,377 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.2M 837,939 +265,751 +46%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13.3M 787,338 +36,594 +5%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$13M 765,500 +12,608 +2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$12.9M 760,213 +10,339 +1%
TA
21
TruWealth Advisors
Louisiana
$11.6M 681,843 +681,843 New
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.68M 571,206 -2,006 -0.3%
Truist Financial
23
Truist Financial
North Carolina
$8.31M 489,996 +74,126 +18%
MA
24
MONECO Advisors
Connecticut
$7.59M 448,054 +239,675 +115%
ADL
25
Asset Dedication LLC
California
$7.42M 437,513 +8,822 +2%