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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
SJS Investment Consulting
Ohio
$63.9K – – –
GRP
227
Global Retirement Partners
California
$63.7K +$212 +11 +0.3%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$59.3K +$50.1K +2,599 +547%
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$58.9K +$579 +30 +1%
PTC
230
Private Trust Company
Ohio
$58.1K +$56.5K +2,930 +3,488%
FGAM
231
Financial Gravity Asset Management
Texas
$43.1K +$23.8K +1,228 +123%
WBC
232
West Branch Capital
Massachusetts
$38.6K – – –
AA
233
Ancora Advisors
Ohio
$37.1K – – –
CIAS
234
Capital Investment Advisory Services
North Carolina
$34.2K – – –
IA
235
IFP Advisors
Florida
$32.1K -$15.1K -783 -32%
DCM
236
Davis Capital Management
Florida
$31.3K +$1.92K +100 +7%
LFG
237
Larson Financial Group
Missouri
$30.1K – – –
VAMG
238
Voisard Asset Management Group
Michigan
$24.8K +$24.8K +1,287 New
M
239
MOTCO
Texas
$23.5K +$23.5K +1,220 New
ST
240
Smithfield Trust
Pennsylvania
$22K – – –
AP
241
Aspect Partners
Virginia
$19.8K – – –
WT
242
Washington Trust
Rhode Island
$19.3K – – –
Jones Financial Companies
243
Jones Financial Companies
Missouri
$19.3K +$19.3K +1,000 New
OIA
244
Optimum Investment Advisors
Illinois
$19.3K +$19.3K +1,000 New
PA
245
Parallel Advisors
California
$19.2K – – –
TSWM
246
Tyler-Stone Wealth Management
Ohio
$13.5K – – –
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$10.7K – – –
NIC
248
Northwest Investment Counselors
Oregon
$8.69K +$8.69K +451 New
IPW
249
Impact Partnership Wealth
Georgia
$6K -$52.8K -2,738 -90%
FPB
250
First PREMIER Bank
South Dakota
$4K +$4K +205 New
7 8 9
10
11