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Invesco BulletShares 2031 Corporate Bond ETF

50 hedge funds and large institutions have $146M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
26
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EI
26
Ellevest Inc
New York
$505K +$117K +7,685 +30%
Comerica Bank
27
Comerica Bank
Texas
$432K +$432K +28,357 New
GCA
28
Gradient Capital Advisors
California
$385K
IBOK
29
Independence Bank of Kentucky
Kentucky
$353K +$204K +13,404 +137%
CAM
30
Clark Asset Management
New Hampshire
$352K +$112K +7,321 +46%
BWM
31
BCS Wealth Management
Tennessee
$325K +$98K +6,425 +43%
FA
32
Fountainhead AM
New Jersey
$303K
SFC
33
Strategic Financial Concepts
Texas
$302K +$302K +19,826 New
SFG
34
Sterling Financial Group
California
$274K +$29.7K +1,945 +12%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$229K +$229K +15,047 New
OMC
36
Old Mission Capital
Illinois
$213K +$213K +13,935 New
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$194K
SAM
38
Sawgrass Asset Management
Florida
$186K +$186K +12,212 New
GCP
39
Gill Capital Partners
Colorado
$179K -$57.7K -3,781 -24%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$178K +$19.8K +1,301 +13%
KLCM
41
KG&L Capital Management
Louisiana
$170K +$61 +4 +0%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$161K +$1.54K +101 +1%
FCAS
43
First Command Advisory Services
Texas
$121K +$121K +7,950 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$61K
RW
45
RVW Wealth
California
$60.8K +$60.8K +3,984 New
ST
46
Smithfield Trust
Pennsylvania
$27K
AIP
47
Ameritas Investment Partners
Nebraska
$22.6K +$229 +15 +1%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$12.5K +$12.5K +819 New
CTA
49
Colonial Trust Advisors
South Carolina
$10.7K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.02K