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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Novare Capital Management
North Carolina
$4.63M -$3.78M -199,001 -45%
RSC
27
Red Spruce Capital
Pennsylvania
$4.09M +$248K +13,082 +6%
KAS
28
Kestra Advisory Services
Texas
$3.99M +$2.35M +123,835 +144%
RMDI
29
R.M. Davis Inc
Maine
$3.63M +$498K +26,218 +16%
KMC
30
Kirr Marbach & Co
Indiana
$3.49M -$2.54M -133,703 -42%
HWA
31
Heartwood Wealth Advisors
Virginia
$3.22M -$89.5K -4,710 -3%
AUB
32
Atlantic Union Bankshares
Virginia
$3.09M +$3.09M +162,762 New
Ameriprise
33
Ameriprise
Minnesota
$2.93M -$4.45M -234,199 -60%
CG
34
Colony Group
Massachusetts
$2.91M -$139K -7,324 -5%
CCM
35
Cribstone Capital Management
Maine
$2.91M +$1.55M +81,448 +114%
HWM
36
Horizons Wealth Management
North Carolina
$2.84M +$1.95M +102,411 +219%
GB
37
Goepper Burkhardt
South Carolina
$2.51M +$1.6M +84,391 +176%
MGIA
38
Matthew Goff Investment Advisor
Texas
$2.51M +$2.51M +131,877 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.45M +$2.45M +128,991 New
Lido Advisors
40
Lido Advisors
California
$2.41M +$1.52M +80,204 +171%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.41M +$649K +34,179 +37%
OLA
42
Oliver Luxxe Assets
New Jersey
$2.4M +$92.7K +4,880 +4%
SAM
43
Secure Asset Management
Michigan
$2.28M +$2.28M +119,868 New
Stifel Financial
44
Stifel Financial
Missouri
$1.93M +$13.2K +693 +0.7%
CAM
45
Clark Asset Management
New Hampshire
$1.92M +$1.92M +101,337 New
SFA
46
Souders Financial Advisors
Ohio
$1.89M +$164K +8,623 +10%
EWM
47
Empirical Wealth Management
Washington
$1.88M +$453K +23,831 +32%
LWANC
48
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M +$124K +6,507 +7%
FAG
49
Financial Advisory Group
Texas
$1.75M -$18.1K -951 -1%
GIA
50
Gladstone Institutional Advisory
Florida
$1.74M -$264K -13,919 -13%
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