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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

124 hedge funds and large institutions have $352M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
48
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.3M
3
Ameriprise
3
Ameriprise
Minnesota
$7.23M
4
UBS Group
4
UBS Group
Switzerland
$8.17M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.06M

Top Sellers

1
CAC
1
Certified Advisory Corp
Florida
$482K
2
Wells Fargo
2
Wells Fargo
California
$6.82M
3
SI
3
Stephens Inc
Arkansas
$0
4
Bank of America
4
Bank of America
North Carolina
$7.33M
5
NCM
5
Novare Capital Management
North Carolina
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
26
Heartwood Wealth Advisors
Virginia
$3.24M +$26.4K +1,417 +0.8%
RMDI
27
R.M. Davis Inc
Maine
$3.07M -$96.1K -5,165 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.06M +$3.06M +165,555 New
CG
29
Colony Group
Massachusetts
$2.99M +$2.99M +160,555 New
OLA
30
Oliver Luxxe Assets
New Jersey
$2.26M -$2.35K -126 -0.1%
KIG
31
Kessler Investment Group
Indiana
$2.24M +$2.24M +120,227 New
GIA
32
Gladstone Institutional Advisory
Florida
$1.97M +$1.97M +105,657 New
IWM
33
IHT Wealth Management
Illinois
$1.91M +$1.09M +58,818 +134%
Stifel Financial
34
Stifel Financial
Missouri
$1.88M +$90.7K +4,873 +5%
FAG
35
Financial Advisory Group
Texas
$1.73M +$35.8K +1,925 +2%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.72M +$241K +12,955 +16%
SFA
37
Souders Financial Advisors
Ohio
$1.69M +$1.69M +90,653 New
LWANC
38
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.66M +$93 +5 +0%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.66M +$1.66M +89,260 New
KAS
40
Kestra Advisory Services
Texas
$1.6M +$1.6M +85,980 New
CTA
41
Colonial Trust Advisors
South Carolina
$1.44M +$1.44M +77,154 New
EWM
42
Empirical Wealth Management
Washington
$1.4M -$101K -5,430 -7%
CCM
43
Cribstone Capital Management
Maine
$1.33M +$836K +44,902 +168%
Invesco
44
Invesco
Georgia
$1.32M -$515K -27,654 -28%
ECM
45
Exchange Capital Management
Michigan
$1.23M +$13K +701 +1%
DWM
46
Denver Wealth Management
Colorado
$993K +$615K +33,041 +162%
NPP
47
New Potomac Partners
Maryland
$963K +$342K +18,400 +55%
VWA
48
V Wealth Advisors
Kansas
$925K -$12.1K -653 -1%
BCFS
49
Butensky & Cohen Financial Security
Florida
$911K -$1.34K -72 -0.1%
GB
50
Goepper Burkhardt
South Carolina
$893K +$83.8K +4,500 +10%
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