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Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
251
GAMMA Investing
California
$45.5K +$45.5K +2,368 New
CIAS
252
Capital Investment Advisory Services
North Carolina
$43.7K +$9.61K +500 +28%
WBC
253
West Branch Capital
Massachusetts
$38.5K
UWS
254
Unique Wealth Strategies
Illinois
$34.7K +$34.7K +1,800 New
TSWM
255
Tyler-Stone Wealth Management
Ohio
$32.5K +$19K +990 +141%
IA
256
IFP Advisors
Florida
$32.3K +$346 +18 +1%
DCM
257
Davis Capital Management
Florida
$31.3K
ST
258
Smithfield Trust
Pennsylvania
$22K +$253 +13 +1%
IAIM
259
International Assets Investment Management
Florida
$21.7K +$21.7K +1,128 New
AP
260
Aspect Partners
Virginia
$19.8K
OIA
261
Optimum Investment Advisors
Illinois
$19.2K
PA
262
Parallel Advisors
California
$19.2K
MG
263
Mather Group
Illinois
$16.2K +$16.2K +842 New
AssetMark Inc
264
AssetMark Inc
California
$13.2K +$13.2K +687 New
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$10.7K
FPB
266
First PREMIER Bank
South Dakota
$4K
MFS
267
Mattson Financial Services
Michigan
$2.81K +$2.81K +146 New
ATPW
268
Ashton Thomas Private Wealth
Arizona
$1.27K +$1.27K +66 New
CFGS
269
Concourse Financial Group Securities
Alabama
$634
Fidelity Investments
270
Fidelity Investments
Massachusetts
$365
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
-$3.69M -191,509 Closed
SFS
272
Solitude Financial Services
Virginia
-$2.22M -115,300 Closed
BFG
273
Beacon Financial Group
Texas
-$775K -40,200 Closed
SCA
274
Stonebridge Capital Advisors
Minnesota
-$563K -29,203 Closed
MWA
275
Midland Wealth Advisors
Illinois
-$448K -23,200 Closed