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Invesco BulletShares 2031 Corporate Bond ETF

85 hedge funds and large institutions have $302M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
52
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.2M 3,422,005 -1,979,919 -37%
EB
2
Eastern Bank
Massachusetts
$29.8M 1,847,835 +180,783 +11%
ACA
3
Aptus Capital Advisors
Alabama
$21.5M 1,331,947 +178,567 +15%
Wells Fargo
4
Wells Fargo
California
$20M 1,238,605 +206,577 +20%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18M 1,117,837 +93,860 +9%
LPL Financial
6
LPL Financial
California
$17.7M 1,099,219 +743,604 +209%
MFWM
7
Motley Fool Wealth Management
Virginia
$14.1M 877,044 +44,410 +5%
UBS Group
8
UBS Group
Switzerland
$11.1M 691,349 +369,773 +115%
AUB
9
Atlantic Union Bankshares
Virginia
$11.1M 686,889 +120,827 +21%
KCM
10
Kaye Capital Management
California
$9.59M 594,610 -12,533 -2%
CPC
11
Cookson Peirce & Co
Pennsylvania
$9.38M 581,611 +45,423 +8%
Bank of America
12
Bank of America
North Carolina
$7.19M 445,783 +45,423 +11%
Invesco
13
Invesco
Georgia
$6.88M 426,498 -76,401 -15%
VBFG
14
Vishria Bird Financial Group
Tennessee
$4.69M 291,001 +1,287 +0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.55M 282,069 +19,238 +7%
AI
16
Atria Investments
North Carolina
$3.74M 231,771 +231,771 New
RJA
17
Raymond James & Associates
Florida
$3.55M 220,526 +59,567 +37%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.39M 210,391 +13,548 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.35M 207,671 +69,849 +51%
Jane Street
20
Jane Street
New York
$3.01M 186,686 -245,680 -57%
AA
21
Addison Advisors
Vermont
$2.78M 172,306 +23,663 +16%
AFA
22
AA Financial Advisors
Ohio
$2.59M 160,748 +160,748 New
ECM
23
Exchange Capital Management
Michigan
$2.33M 144,379 +47,753 +49%
Ameriprise
24
Ameriprise
Minnesota
$2.22M 137,851 -2,826 -2%
ADL
25
Asset Dedication LLC
California
$2.1M 130,333 +18,324 +16%