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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

82 hedge funds and large institutions have $249M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
44
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
NCM
2
Novare Capital Management
North Carolina
$8.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$17.8M
4
BAM
4
Bruderman Asset Management
New York
$2.32M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$9.5M

Top Sellers

1
1IA
1
1834 Investment Advisors
Wisconsin
$686K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.72M
3
CG
3
Colony Group
Massachusetts
$4.44M
4
YIA
4
YHB Investment Advisors
Connecticut
$1.88M
5
Wells Fargo
5
Wells Fargo
California
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.72M +$316K +14,485 +23%
EWM
27
Empirical Wealth Management
Washington
$1.64M +$26.6K +1,216 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.38M +$119K +5,432 +9%
ECM
29
Exchange Capital Management
Michigan
$1.37M +$50.2K +2,299 +4%
ISB
30
Iowa State Bank
Iowa
$1.3M -$136K -6,210 -9%
VWA
31
V Wealth Advisors
Kansas
$1.19M -$88.4K -4,050 -7%
CIA
32
Capital Investment Advisors
Georgia
$1.03M +$14.9K +681 +1%
BCFS
33
Butensky & Cohen Financial Security
Florida
$921K +$45.2K +2,072 +5%
GB
34
Goepper Burkhardt
South Carolina
$797K +$10.9K +500 +1%
RJA
35
Raymond James & Associates
Florida
$736K -$53K -2,425 -7%
SWM
36
Segment Wealth Management
Texas
$695K +$129K +5,900 +23%
1IA
37
1834 Investment Advisors
Wisconsin
$686K -$6.52M -298,415 -90%
AC
38
Apella Capital
Connecticut
$676K -$158K -7,220 -19%
BAM
39
Banta Asset Management
California
$638K – – –
EI
40
Ellevest Inc
New York
$605K -$1.55K -71 -0.3%
SPIA
41
Steward Partners Investment Advisory
New York
$525K +$137K +6,265 +35%
RSC
42
Red Spruce Capital
Pennsylvania
$516K +$34.3K +1,570 +7%
CWS
43
Cypress Wealth Services
California
$497K +$31.1K +1,426 +7%
CA
44
Calton & Associates
Florida
$468K +$468K +21,450 New
PAG
45
Private Advisor Group
New Jersey
$452K +$9.09K +416 +2%
CIC
46
Carnegie Investment Counsel
Ohio
$428K +$88.9K +4,075 +26%
NFG
47
Nations Financial Group
Iowa
$405K +$173K +7,907 +74%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$404K +$404K +18,520 New
HighTower Advisors
49
HighTower Advisors
Illinois
$389K – – –
FNWM
50
Financial Network Wealth Management
Utah
$365K – – –
1
2
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