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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$11M +$293K +15,210 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$10.8M +$1.6M +82,937 +17%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$9.7M +$796K +41,268 +9%
Lido Advisors
29
Lido Advisors
California
$9.57M -$385K -19,955 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$9.39M +$2.8M +144,945 +42%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$9.36M +$797K +41,293 +9%
CPC
32
Cookson Peirce & Co
Pennsylvania
$9.34M +$779K +40,372 +9%
AUB
33
Atlantic Union Bankshares
Virginia
$8.48M +$1.52M +78,796 +22%
IF
34
Ironwood Financial
Arizona
$8.45M -$952K -49,338 -10%
SPA
35
Sentinel Pension Advisors
Massachusetts
$8.43M +$2.6M +134,821 +45%
CCG
36
Chatham Capital Group
Georgia
$8.36M +$8.36M +433,430 New
EH
37
Equitable Holdings
New York
$8.01M +$1.68M +87,255 +27%
PAG
38
Private Advisor Group
New Jersey
$6.73M +$1.3M +67,193 +24%
HIP
39
HUB Investment Partners
Texas
$6.65M +$482K +24,998 +8%
GLA
40
Good Life Advisors
Pennsylvania
$6.38M -$373K -19,323 -6%
HighTower Advisors
41
HighTower Advisors
Illinois
$6.28M -$3.55M -184,094 -36%
SS
42
Sound Stewardship
Kansas
$6.17M +$5.19M +269,067 +531%
AI
43
Atria Investments
North Carolina
$6.14M +$2.25M +116,435 +58%
RSC
44
Red Spruce Capital
Pennsylvania
$6.01M +$908K +47,087 +18%
VDI
45
Vaughan David Investments
Illinois
$5.96M +$977K +50,668 +20%
GB
46
Goepper Burkhardt
South Carolina
$5.91M +$642K +33,450 +12%
MWM
47
Marietta Wealth Management
Georgia
$5.75M +$475K +24,650 +9%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.62M +$3.23M +167,301 +135%
HCM
49
Hengehold Capital Management
Ohio
$5.59M +$5.37M +278,225 +2,446%
SPWM
50
Straight Path Wealth Management
Michigan
$5.47M +$833K +43,188 +18%
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