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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
$39.6M
2
IAA
Independent Advisor Alliance
North Carolina
$18.1M
3
Wells Fargo
Wells Fargo
California
$111M
4
CWM
Cornerstone Wealth Management
Missouri
$12M
5
LPL Financial
LPL Financial
California
$87.6M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$3.85M
2
MFWM
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.93M
4
MF
Manchester Financial
California
$58.5M
5
GLA
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
226
ORG Partners
Indiana
$501K – – –
Corient Private Wealth
227
Corient Private Wealth
Florida
$493K -$16.1K -826 -3%
SWA
228
Sax Wealth Advisors
New Jersey
$487K +$3.6K +185 +0.7%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$477K – – –
UCFA
230
United Capital Financial Advisors
Texas
$467K +$81.8K +4,200 +21%
NFG
231
Nations Financial Group
Iowa
$460K +$19.9K +1,023 +5%
PS
232
Principal Securities
Iowa
$457K +$28.9K +1,481 +7%
CVA
233
Central Valley Advisors
California
$452K +$452K +23,196 New
AWA
234
Arkadios Wealth Advisors
Georgia
$449K +$818 +42 +0.2%
SM
235
Sensible Money
Arizona
$447K +$11.8K +604 +3%
BWM
236
Blossom Wealth Management
California
$445K +$445K +22,850 New
ACG
237
Allen Capital Group
Nebraska
$437K +$123K +6,317 +39%
TSWM
238
Tyler-Stone Wealth Management
Ohio
$427K +$292 +15 +0.1%
TCM
239
Tassel Capital Management
North Carolina
$426K +$426K +21,857 New
WWM
240
Western Wealth Management
Colorado
$421K +$2.44K +125 +0.6%
FHA
241
First Horizon Advisors
Tennessee
$414K -$40.7K -2,090 -9%
CAC
242
Certified Advisory Corp
Florida
$403K +$1.79K +92 +0.4%
SC
243
Savant Capital
Illinois
$397K +$2.61K +134 +0.7%
NRI
244
NFP Retirement Inc
California
$391K – – –
MWP
245
Moller Wealth Partners
$390K – – –
MIFH
246
Migdal Insurance & Financial Holdings
Israel
$384K +$165K +8,460 +75%
FLP
247
Financial Life Planners
Arizona
$375K +$375K +19,271 New
P
248
&Partners
Tennessee
$375K +$114K +5,844 +44%
FCI
249
Financial Counselors Inc
Kansas
$369K – – –
RWP
250
Revolve Wealth Partners
New Jersey
$364K +$364K +18,672 New
8 9
10
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