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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
Morgan Stanley
1
Morgan Stanley
New York
$162M +$31.5M +1,863,230 +24%
ACA
2
Aptus Capital Advisors
Alabama
$153M +$8.09M +477,730 +6%
Lido Advisors
3
Lido Advisors
California
$133M +$12.3M +726,647 +10%
LPL Financial
4
LPL Financial
California
$85.8M +$28.3M +1,673,174 +49%
Raymond James Financial
5
Raymond James Financial
Florida
$85.4M +$2.77M +163,813 +3%
TA
6
TruWealth Advisors
Louisiana
$77M +$1.99M +117,303 +3%
Invesco
7
Invesco
Georgia
$71.6M +$18.7M +1,106,773 +35%
CA
8
Clearstead Advisors
Ohio
$60.6M +$4.16M +245,555 +7%
Wells Fargo
9
Wells Fargo
California
$47.1M +$4.88M +288,095 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$42.3M +$19M +1,121,904 +81%
Bank of America
11
Bank of America
North Carolina
$42.2M +$13.1M +775,155 +45%
HBT
12
Hills Bank & Trust
Iowa
$42.1M +$1.91M +112,568 +5%
AUB
13
Atlantic Union Bankshares
Virginia
$40.5M +$3.2M +188,987 +9%
HCM
14
Hengehold Capital Management
Ohio
$35.7M +$1.25M +73,998 +4%
UBS Group
15
UBS Group
Switzerland
$34.8M +$5.44M +321,221 +18%
BCM
16
Brookstone Capital Management
Illinois
$31.6M +$31.7M +1,869,646 New
TF
17
TLWM Financial
Texas
$28M -$134K -7,923 -0.5%
MCM
18
MAI Capital Management
Ohio
$25.4M +$3.88M +229,257 +18%
IAS
19
IMA Advisory Services
Colorado
$24M +$1.51M +89,066 +7%
MFWM
20
Motley Fool Wealth Management
Virginia
$23.5M -$3.26M -192,452 -12%
MA
21
MONECO Advisors
Connecticut
$22.9M +$1.11M +65,283 +5%
P
22
&Partners
Tennessee
$21.7M +$1.93M +113,881 +10%
CICC
23
Capital Investment Counsel (Colorado)
Colorado
$17.6M +$2.48M +146,616 +16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.7M -$9.15M -540,362 -35%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$16.2M +$772K +45,587 +5%