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Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$12.5M +$1.74M +90,767 +16%
IAS
27
IMA Advisory Services
Colorado
$11.7M +$775K +40,331 +7%
Stifel Financial
28
Stifel Financial
Missouri
$11.6M +$701K +36,492 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$10.7M +$1.04M +54,214 +11%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$10.3M +$8.98M +467,209 +683%
AUB
31
Atlantic Union Bankshares
Virginia
$9.92M +$1.47M +76,456 +17%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$9.91M +$579K +30,133 +6%
Ameriprise
33
Ameriprise
Minnesota
$9.38M -$3.7M -193,165 -28%
CPC
34
Cookson Peirce & Co
Pennsylvania
$9.35M +$41.2K +2,145 +0.4%
CCG
35
Chatham Capital Group
Georgia
$8.87M +$535K +27,815 +6%
IF
36
Ironwood Financial
Arizona
$8.8M +$377K +19,621 +4%
Lido Advisors
37
Lido Advisors
California
$8.21M -$1.33M -69,052 -14%
GGI
38
GPM Growth Investors
Michigan
$8.2M +$8.2M +426,814 New
EH
39
Equitable Holdings
New York
$8.06M +$73.6K +3,830 +0.9%
SPA
40
Sentinel Pension Advisors
Massachusetts
$7.77M -$626K -32,545 -7%
HIP
41
HUB Investment Partners
Texas
$7.61M +$982K +51,074 +15%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.98M +$1.38M +71,914 +25%
HighTower Advisors
43
HighTower Advisors
Illinois
$6.89M +$636K +33,094 +10%
VDI
44
Vaughan David Investments
Illinois
$6.57M +$629K +32,744 +11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$6.52M +$1.93M +100,283 +42%
PAG
46
Private Advisor Group
New Jersey
$6.39M -$319K -16,581 -5%
RSC
47
Red Spruce Capital
Pennsylvania
$6.23M +$241K +12,549 +4%
SPWM
48
Straight Path Wealth Management
Michigan
$6.19M +$733K +38,119 +13%
GB
49
Goepper Burkhardt
South Carolina
$6.17M +$256K +13,300 +4%
SS
50
Sound Stewardship
Kansas
$6.09M -$54K -2,807 -0.9%