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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 %
AAS
76
Avantax Advisory Services
Texas
$614K +$442K +27,521 +256%
LWA
77
Ledgewood Wealth Advisors
New Hampshire
$598K +$337K +21,022 +129%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$596K +$819 +51 +0.1%
Jane Street
79
Jane Street
New York
$579K +$579K +36,068 New
P
80
&Partners
Tennessee
$553K +$10K +623 +2%
QP
81
Quartz Partners
New York
$545K +$65.3K +4,069 +14%
IAA
82
Independent Advisor Alliance
North Carolina
$537K +$537K +33,449 New
HNB
83
Huntington National Bank
Ohio
$526K -$539K
Truist Financial
84
Truist Financial
North Carolina
$514K +$163K +10,174 +47%
CFS
85
Coordinated Financial Services
Colorado
$478K +$478K +29,797 New
FIM
86
Freedom Investment Management
Connecticut
$445K +$445K +27,698 New
SFG
87
Sterling Financial Group
California
$408K +$41.2K +2,569 +11%
IF
88
Ironwood Financial
Arizona
$363K +$89.9K +5,600 +33%
ACG
89
Allen Capital Group
Nebraska
$363K +$121K +7,561 +50%
SWM
90
Segment Wealth Management
Texas
$328K +$328K +20,420 New
FA
91
Fountainhead AM
New Jersey
$321K +$1.24K +77 +0.4%
WA
92
Waverly Advisors
Alabama
$312K +$25.7K +1,600 +9%
SWA
93
Sax Wealth Advisors
New Jersey
$306K +$21K +1,310 +7%
ACP
94
Aveo Capital Partners
Colorado
$302K +$3.71K +231 +1%
SIC
95
Sigma Investment Counselors
Michigan
$281K -$8.49K -529 -3%
IWC
96
Integrated Wealth Concepts
Massachusetts
$275K
CIA
97
Capital Investment Advisors
Georgia
$267K +$267K +16,622 New
GWM
98
Geneos Wealth Management
Colorado
$254K +$84.2K +5,249 +50%
WEG
99
World Equity Group
Illinois
$252K +$252K +15,680 New
CTWM
100
Cherry Tree Wealth Management
Minnesota
$247K