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Invesco BulletShares 2031 Corporate Bond ETF

138 hedge funds and large institutions have $609M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
79
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
26
Atria Investments
North Carolina
$4.86M +$410K +25,556 +9%
VBFG
27
Vishria Bird Financial Group
Tennessee
$4.66M -$51.1K -3,186 -1%
ADL
28
Asset Dedication LLC
California
$4.28M +$1.3M +81,191 +44%
AA
29
Addison Advisors
Vermont
$4.27M +$369K +22,987 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.15M +$176K +10,990 +4%
MCM
31
MAI Capital Management
Ohio
$4.11M +$4.11M +256,344 New
BWM
32
BCS Wealth Management
Tennessee
$4.06M +$442K +27,519 +12%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.99M +$149K +9,254 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.82M +$2.29M +142,981 +151%
ECM
35
Exchange Capital Management
Michigan
$3.14M -$54.8K -3,416 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.93M +$1.96M +122,382 +204%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.58M +$1.95M +121,805 +314%
LC
38
Legacy CG
Texas
$2.57M +$2.57M +160,110 New
EWM
39
Empirical Wealth Management
Washington
$2.53M +$2.53M +157,660 New
SI
40
Stephens Inc
Arkansas
$2.34M +$793K +49,394 +51%
IWC
41
Infinity Wealth Counsel
Ohio
$2.33M +$2.33M +145,325 New
NCM
42
Novare Capital Management
North Carolina
$2.23M +$213K +13,295 +11%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$2.07M +$211K +13,153 +11%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$1.94M +$1.1M +68,442 +131%
OFG
45
Opulen Financial Group
Virginia
$1.93M +$1.93M +120,351 New
SAM
46
Sawgrass Asset Management
Florida
$1.85M +$225K +14,008 +14%
SPWM
47
Straight Path Wealth Management
Michigan
$1.71M +$1.06M +65,812 +161%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$1.67M +$1.67M +103,824 New
Ameriprise
49
Ameriprise
Minnesota
$1.58M +$489K +30,470 +45%
GB
50
Goepper Burkhardt
South Carolina
$1.57M +$889K +55,400 +131%