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Invesco BulletShares 2030 Corporate Bond ETF

200 hedge funds and large institutions have $991M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
200
Holders Change
+38
Holders Change %
+23.46%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
47
Increased
110
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$108M 6,625,611 +3,274,683 +98%
Raymond James Financial
2
Raymond James Financial
Florida
$62.3M 3,807,218 +3,807,218 New
Morgan Stanley
3
Morgan Stanley
New York
$58.3M 3,558,813 +1,415,904 +66%
TA
4
TruWealth Advisors
Louisiana
$53.7M 3,278,163 +2,596,320 +381%
CA
5
Clearstead Advisors
Ohio
$50.2M 3,066,675 +167,770 +6%
Wells Fargo
6
Wells Fargo
California
$43.7M 2,671,609 +275,281 +11%
Invesco
7
Invesco
Georgia
$43.7M 2,669,578 +226,786 +9%
LPL Financial
8
LPL Financial
California
$35M 2,140,654 +233,639 +12%
MFWM
9
Motley Fool Wealth Management
Virginia
$34M 2,077,358 +764,539 +58%
HBT
10
Hills Bank & Trust
Iowa
$27.8M 1,698,495 +1,678,160 +8,253%
TF
11
TLWM Financial
Texas
$26.3M 1,605,134 +136,633 +9%
AUB
12
Atlantic Union Bankshares
Virginia
$24.9M 1,523,532 +119,788 +9%
Bank of America
13
Bank of America
North Carolina
$24M 1,468,532 +398,222 +37%
HCM
14
Hengehold Capital Management
Ohio
$23.9M 1,459,216 +26,124 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21.6M 1,320,569 +103,538 +9%
UBS Group
16
UBS Group
Switzerland
$19.7M 1,201,816 +352,055 +41%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.7M 1,020,928 +182,989 +22%
MCM
18
MAI Capital Management
Ohio
$14.7M 900,077 +900,077 New
ACM
19
Advisors Capital Management
New Jersey
$13.9M 848,803 -3,942 -0.5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$12.8M 781,591 +16,091 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.9M 726,280 -33,933 -4%
MA
22
MONECO Advisors
Connecticut
$11M 669,352 +221,298 +49%
CPC
23
Cookson Peirce & Co
Pennsylvania
$9.79M 597,857 +26,651 +5%
Truist Financial
24
Truist Financial
North Carolina
$8.53M 520,907 +30,911 +6%
IAS
25
IMA Advisory Services
Colorado
$7.89M 482,003 +60,702 +14%