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Invesco BulletShares 2027 Corporate Bond ETF

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
226
Transcend Capital Advisors
New Jersey
$311K
RSWM
227
Robertson Stephens Wealth Management
California
$311K
NWAG
228
Net Worth Advisory Group
Utah
$310K +$310K +15,701 New
ACP
229
Aveo Capital Partners
Colorado
$309K +$309K +15,666 New
HI
230
Harbour Investments
Wisconsin
$309K +$167K +8,449 +117%
WA
231
Waverly Advisors
Alabama
$306K +$80K +4,058 +35%
OC
232
Oppenheimer & Co
New York
$285K +$2.07K +105 +0.7%
LFG
233
Larson Financial Group
Missouri
$276K +$107K +5,428 +63%
BFA
234
Brown Financial Advisory
Alabama
$266K +$266K +13,493 New
P
235
&Partners
Tennessee
$265K +$21.2K +1,076 +9%
WWA
236
WCG Wealth Advisors
Nevada
$264K +$3.52K +178 +1%
BMM
237
Berkshire Money Management
Massachusetts
$256K
LWM
238
LongView Wealth Management
Georgia
$250K +$250K +12,700 New
LWM
239
Lakeridge Wealth Management
Ohio
$249K +$809 +41 +0.3%
SEIA
240
Signature Estate & Investment Advisors
California
$249K
KWM
241
Kaydan Wealth Management
Michigan
$246K +$5.07K +257 +2%
GCA
242
Genesee Capital Advisors
New York
$244K +$22.9K +1,159 +10%
KP
243
Keel Point
Alabama
$235K +$138 +7 +0.1%
OSNBOA
244
Old Second National Bank of Aurora
Illinois
$229K +$229K +11,619 New
MIFH
245
Migdal Insurance & Financial Holdings
Israel
$222K -$62.1K -3,151 -22%
YIA
246
YHB Investment Advisors
Connecticut
$219K -$12.1K -615 -5%
BEI
247
Benjamin Edwards Inc
Missouri
$207K +$207K +10,485 New
SG
248
Strid Group
Pennsylvania
$205K +$205K +10,411 New
SWP
249
Stratos Wealth Partners
Ohio
$204K -$22.1K -1,122 -10%
FFG
250
Foundry Financial Group
New Hampshire
$200K