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Invesco BulletShares 2031 Corporate Bond ETF

114 hedge funds and large institutions have $428M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
68
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$296K +$11.4K +681 +4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$286K
IF
78
Ironwood Financial
Arizona
$284K +$39.8K +2,385 +16%
LWA
79
Ledgewood Wealth Advisors
New Hampshire
$271K +$271K +16,241 New
CTWM
80
Cherry Tree Wealth Management
Minnesota
$256K
CAL
81
Capital Analysts LLC
Pennsylvania
$251K +$129K +7,738 +106%
ACG
82
Allen Capital Group
Nebraska
$251K +$52.2K +3,132 +26%
GIA
83
Gladstone Institutional Advisory
Florida
$244K +$62.1K +3,723 +34%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$223K +$10.3K +618 +5%
DAS
85
Dynamic Advisor Solutions
Arizona
$212K +$2.55K +153 +1%
KC
86
Kades & Cheifetz
Pennsylvania
$202K +$2.43K +146 +1%
TA
87
TruWealth Advisors
Louisiana
$198K
SCA
88
Snowden Capital Advisors
New York
$197K -$11.8K -710 -6%
BEI
89
Benjamin Edwards Inc
Missouri
$194K +$194K +11,626 New
FCAS
90
First Command Advisory Services
Texas
$188K +$2.62K +157 +1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$186K +$186K +11,160 New
AAS
92
Avantax Advisory Services
Texas
$179K +$179K +10,746 New
GWM
93
Geneos Wealth Management
Colorado
$176K +$176K +10,557 New
YWM
94
Yoder Wealth Management
California
$168K
HWM
95
Horizons Wealth Management
North Carolina
$120K +$32.3K +1,939 +37%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$106K +$42.5K +2,548 +67%
IA
97
IFP Advisors
Florida
$104K +$104K +6,240 New
MAM
98
Marquette Asset Management
Minnesota
$88.6K
KFI
99
Key Financial Inc
Pennsylvania
$76.2K
US Bancorp
100
US Bancorp
Minnesota
$64.7K