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

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.85M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
MF
4
Manchester Financial
California
$58.5M
5
GLA
5
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Sigma Investment Counselors
Michigan
$360K -$29.8K -1,532 -8%
VCA
252
Verdence Capital Advisors
Maryland
$337K +$337K +17,316 New
ASN
253
Advisory Services Network
Georgia
$329K +$12.5K +644 +4%
DA
254
Dover Advisors
Virginia
$329K -$8.94K -459 -3%
BA
255
Ballew Advisors
Mississippi
$326K – – –
RW
256
RVW Wealth
California
$324K +$9.68K +497 +3%
WEG
257
World Equity Group
Illinois
$319K +$319K +16,384 New
WA
258
WESPAC Advisors
California
$312K +$312K +16,023 New
CB
259
Chris Bulman
California
$311K +$993 +51 +0.3%
ACP
260
Aveo Capital Partners
Colorado
$308K +$3.23K +166 +1%
LWM
261
LongView Wealth Management
Georgia
$296K +$48.7K +2,500 +20%
OC
262
Oppenheimer & Co
New York
$281K – – –
NWAG
263
Net Worth Advisory Group
Utah
$279K -$26.6K -1,363 -9%
VA
264
Valmark Advisers
Ohio
$279K +$279K +14,328 New
JWM
265
JPL Wealth Management
Colorado
$279K +$279K +14,316 New
SAS
266
SMI Advisory Services
Indiana
$275K +$275K +14,136 New
FA
267
FC Advisory
Pennsylvania
$270K +$270K +13,856 New
EA
268
Everpar Advisors
Oklahoma
$264K +$264K +13,577 New
LFG
269
Larson Financial Group
Missouri
$259K -$14.2K -728 -5%
DC
270
Davenport & Co
Virginia
$257K +$257K +13,185 New
BMM
271
Berkshire Money Management
Massachusetts
$253K – – –
LWL
272
Leo Wealth LLC
Texas
$253K +$55.6K +2,854 +28%
WWA
273
WCG Wealth Advisors
Nevada
$252K -$8.54K -438 -3%
SEIA
274
Signature Estate & Investment Advisors
California
$246K – – –
RWM
275
Rialto Wealth Management
New York
$244K +$244K +12,507 New
9 10
11
12 13