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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
SFG
2
Sterling Financial Group
California
$10.6M
3
Jane Street
3
Jane Street
New York
$12.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$6.54M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.94M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MF
3
Manchester Financial
California
$4.49M
4
IWM
4
IHT Wealth Management
Illinois
$956K
5
NCM
5
Novare Capital Management
North Carolina
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$7.94M +$5.78M +303,625 +266%
AUB
27
Atlantic Union Bankshares
Virginia
$6.76M +$1.11M +58,253 +20%
GLA
28
Good Life Advisors
Pennsylvania
$6.54M +$6.54M +343,795 New
IF
29
Ironwood Financial
Arizona
$5.9M +$2.25M +118,451 +62%
CIC
30
Carnegie Investment Counsel
Ohio
$5.76M +$57.6K +3,030 +1%
HIP
31
HUB Investment Partners
Texas
$5.71M +$223K +11,718 +4%
MWM
32
Marietta Wealth Management
Georgia
$5.34M +$182K +9,561 +4%
NWM
33
Northcape Wealth Management
New York
$5.29M +$4.76M +250,146 +891%
RSC
34
Red Spruce Capital
Pennsylvania
$5.25M +$618K +32,508 +13%
MF
35
Manchester Financial
California
$4.49M -$1.73M -90,684 -28%
IWC
36
Integrated Wealth Concepts
Massachusetts
$4.26M +$1.99M +104,749 +88%
NA
37
NewEdge Advisors
Louisiana
$4.21M -$61.5K -3,235 -1%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.79M +$889K +46,711 +31%
RMDI
39
R.M. Davis Inc
Maine
$3.79M +$12.5K +656 +0.3%
LC
40
Legacy CG
Texas
$3.51M +$123K +6,452 +4%
NCM
41
Novare Capital Management
North Carolina
$3.46M -$703K -36,950 -17%
HWM
42
Horizons Wealth Management
North Carolina
$3.44M +$64K +3,366 +2%
VIM
43
Vista Investment Management
Pennsylvania
$3.43M +$597K +31,393 +21%
HWA
44
Heartwood Wealth Advisors
Virginia
$3.41M +$67.7K +3,559 +2%
GB
45
Goepper Burkhardt
South Carolina
$3.38M +$368K +19,350 +12%
KMC
46
Kirr Marbach & Co
Indiana
$3.2M -$59.7K -3,140 -2%
AI
47
Atria Investments
North Carolina
$3.04M +$3.04M +159,681 New
EWA
48
EP Wealth Advisors
California
$2.86M +$2.12M +112,496 +286%
EH
49
Equitable Holdings
New York
$2.58M +$2.17M +114,154 +527%
DWM
50
Denver Wealth Management
Colorado
$2.56M +$56K +2,946 +2%
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