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Invesco BulletShares 2031 Corporate Bond ETF

100 hedge funds and large institutions have $342M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+15
Holders Change %
+17.65%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
55
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
51
Arlington Capital Management
Illinois
$482K -$18.6K -1,165 -4%
CT
52
Colonial Trust
South Carolina
$459K
GB
53
Goepper Burkhardt
South Carolina
$447K
SPWM
54
Straight Path Wealth Management
Michigan
$444K +$236K +14,780 +113%
MA
55
MONECO Advisors
Connecticut
$415K +$19K +1,194 +5%
CFS
56
Coordinated Financial Services
Colorado
$398K +$106K +6,654 +36%
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$390K
SFG
58
Sterling Financial Group
California
$381K -$51.6K -3,233 -12%
SFC
59
Strategic Financial Concepts
Texas
$376K +$344K +321,445 +1,097%
RMDI
60
R.M. Davis Inc
Maine
$359K +$359K +22,536 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$358K -$86.8K -5,444 -20%
FA
62
Fountainhead AM
New Jersey
$317K
IWC
63
Integrated Wealth Concepts
Massachusetts
$273K -$27.3K -1,710 -9%
SWA
64
Sax Wealth Advisors
New Jersey
$272K +$272K +17,059 New
Truist Financial
65
Truist Financial
North Carolina
$272K +$272K +17,057 New
SIC
66
Sigma Investment Counselors
Michigan
$270K
CTWM
67
Cherry Tree Wealth Management
Minnesota
$245K
IF
68
Ironwood Financial
Arizona
$234K +$50.2K +3,145 +27%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$204K +$8.36K +523 +4%
DAS
70
Dynamic Advisor Solutions
Arizona
$200K +$200K +12,569 New
SCA
71
Snowden Capital Advisors
New York
$200K +$200K +12,514 New
KC
72
Kades & Cheifetz
Pennsylvania
$191K +$191K +11,995 New
ACG
73
Allen Capital Group
Nebraska
$190K +$190K +11,923 New
TA
74
TruWealth Advisors
Louisiana
$189K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$184K +$36.7K +2,296 +25%