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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 %
KWM
276
Kaydan Wealth Management
Michigan
$243K +$19 +1 +0%
TC
277
TFR Capital
Texas
$238K +$238K +12,219 New
MFIM
278
Mesirow Financial Investment Management
Illinois
$235K +$235K +12,074 New
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +11,885 New
AA
280
Ancora Advisors
Ohio
$219K +$147K +7,525 +204%
FA
281
Fountainhead AM
New Jersey
$217K +$217K +11,124 New
BEI
282
Benjamin Edwards Inc
Missouri
$213K +$8.96K +460 +4%
QP
283
Quartz Partners
New York
$212K +$212K +10,873 New
RGF
284
Retirement Guys Formula
Ohio
$209K +$209K +10,754 New
SWM
285
SigFig Wealth Management
California
$204K +$204K +10,459 New
FFG
286
Foundry Financial Group
New Hampshire
$198K – – –
MFC
287
Morris Financial Concepts
South Carolina
$197K – – –
CSP
288
Cary Street Partners
Virginia
$191K +$191K +9,781 New
US Bancorp
289
US Bancorp
Minnesota
$190K -$5.16K -265 -3%
PTC
290
Private Trust Company
Ohio
$149K +$74.5K +3,826 +100%
AAG
291
Armstrong Advisory Group
Massachusetts
$145K -$32.3K -1,657 -18%
PB
292
Pinnacle Bancorp
Nebraska
$135K +$135K +6,933 New
IA
293
IFP Advisors
Florida
$131K +$97.8K +5,018 +295%
JPMorgan Chase & Co
294
JPMorgan Chase & Co
New York
$120K -$2.63M -135,112 -96%
WIM
295
Westside Investment Management
California
$115K – – –
UCB
296
United Community Bank
South Carolina
$107K +$107K +5,500 New
GRP
297
Global Retirement Partners
California
$105K +$234 +12 +0.2%
SIC
298
SJS Investment Consulting
Ohio
$94.4K +$29.9K +1,533 +46%
GI
299
GS Investments
Minnesota
$85.2K -$96.4K -4,950 -53%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$84.1K -$111K -5,672 -57%
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12
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