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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 %
GM
326
GeoWealth Management
Illinois
$2.57K +$2.57K +132 New
HPC
327
HM Payson & Co
Maine
$2.46K +$2.46K +126 New
CFGS
328
Concourse Financial Group Securities
Alabama
$643 – – –
SFC
329
SYM Financial Corp
Indiana
– -$3.79M -192,000 Closed
LC
330
Legacy CG
Texas
– -$2.67M -135,168 Closed
LWMM
331
Legacy Wealth Management (Mississippi)
Mississippi
– -$1.62M -82,000 Closed
HF
332
HRT Financial
New York
– -$1.07M -54,422 Closed
HSWS
333
Higgins & Schmidt Wealth Strategies
Colorado
– -$882K -44,710 Closed
SFG
334
Sterling Financial Group
California
– -$744K -37,728 Closed
MFP
335
Meridian Financial Partners
Virginia
– -$651K -32,997 Closed
SFWC
336
Strategic Family Wealth Counselors
New Jersey
– -$543K -27,548 Closed
SCA
337
Snowden Capital Advisors
New York
– -$424K -21,484 Closed
DADC
338
D.A. Davidson & Co
Montana
– -$385K -19,512 Closed
TCA
339
Transcend Capital Advisors
New Jersey
– -$311K -15,779 Closed
RSWM
340
Robertson Stephens Wealth Management
California
– -$311K -15,775 Closed
BFA
341
Brown Financial Advisory
Alabama
– -$266K -13,493 Closed
LWM
342
Lakeridge Wealth Management
Ohio
– -$249K -12,630 Closed
GCA
343
Genesee Capital Advisors
New York
– -$244K -12,374 Closed
YIA
344
YHB Investment Advisors
Connecticut
– -$219K -11,091 Closed
SWP
345
Stratos Wealth Partners
Ohio
– -$204K -10,351 Closed
VAMG
346
Voisard Asset Management Group
Michigan
– -$108K -5,467 Closed
FCM
347
Fourpath Capital Management
Oklahoma
– -$81.1K -4,115 Closed
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
– -$73K -3,711 Closed
AT
349
Arlington Trust
Alabama
– -$51.3K -2,603 Closed
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$25.8K -1,319 Closed
11 12 13
14
15