BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

79 hedge funds and large institutions have $199M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.16M +$52.6K +2,347 +5%
FAG
27
Financial Advisory Group
Texas
$1.08M +$245K +10,955 +29%
EWM
28
Empirical Wealth Management
Washington
$1.08M +$1.08M +48,235 New
ECM
29
Exchange Capital Management
Michigan
$1.06M +$492K +21,976 +87%
CIA
30
Capital Investment Advisors
Georgia
$1.03M -$75.1K -3,353 -7%
Stifel Financial
31
Stifel Financial
Missouri
$898K +$118K +5,277 +15%
VWA
32
V Wealth Advisors
Kansas
$798K -$23.6K -1,052 -3%
GB
33
Goepper Burkhardt
South Carolina
$786K +$786K +35,100 New
AA
34
Addison Advisors
Vermont
$775K +$775K +34,630 New
BCFS
35
Butensky & Cohen Financial Security
Florida
$685K +$113K +5,026 +20%
LPL Financial
36
LPL Financial
California
$663K +$432K +19,307 +187%
HighTower Advisors
37
HighTower Advisors
Illinois
$646K +$646K +28,779 New
CWS
38
Cypress Wealth Services
California
$591K +$591K +26,382 New
EI
39
Ellevest Inc
New York
$545K +$32K +1,428 +6%
CPIG
40
Chicago Partners Investment Group
Illinois
$538K +$714 +32 +0.1%
Osaic Holdings
41
Osaic Holdings
Arizona
$534K +$253K +11,320 +90%
HA
42
Harfst & Associates
Wyoming
$503K
RJA
43
Raymond James & Associates
Florida
$470K +$131K +5,844 +39%
RMDI
44
R.M. Davis Inc
Maine
$462K +$173K +7,740 +60%
RSC
45
Red Spruce Capital
Pennsylvania
$404K +$31.2K +1,392 +8%
FNWM
46
Financial Network Wealth Management
Utah
$374K +$374K +16,700 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$364K +$3.2K +143 +0.9%
HIP
48
HUB Investment Partners
Texas
$344K +$344K +15,663 New
WIA
49
Wealthstreet Investment Advisors
Texas
$302K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$302K +$6.42K +287 +2%