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Invesco BulletShares 2027 Corporate Bond ETF

79 hedge funds and large institutions have $199M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HH
51
Hilltop Holdings
Texas
$273K +$15.7K +702 +6%
Comerica Bank
52
Comerica Bank
Texas
$270K
TPW
53
Tiller Private Wealth
Pennsylvania
$257K
FHA
54
First Horizon Advisors
Tennessee
$242K +$38.1K +1,700 +19%
ISB
55
Iowa State Bank
Iowa
$234K +$234K +10,456 New
SWM
56
Segment Wealth Management
Texas
$233K +$233K +10,385 New
MML Investors Services
57
MML Investors Services
Massachusetts
$231K +$896 +40 +0.4%
LWA
58
Lineweaver Wealth Advisors
Ohio
$229K +$229K +10,244 New
TA
59
TrueWealth Advisors
Alabama
$226K +$226K +10,166 New
FCA
60
FinTrust Capital Advisors
South Carolina
$217K -$3.3K -147 -1%
RFWA
61
RPg Family Wealth Advisory
Massachusetts
$213K
SPIA
62
Steward Partners Investment Advisory
New York
$210K +$71.3K +3,185 +51%
SBL
63
Sargent Bickham Lagudis
Colorado
$197K -$325K -14,485 -62%
AIP
64
Ameritas Investment Partners
Nebraska
$168K +$93K +4,153 +124%
IBOK
65
Independence Bank of Kentucky
Kentucky
$119K
OFG
66
Oxford Financial Group
Indiana
$91K +$91K +4,056 New
TLFA
67
True Link Financial Advisors
California
$74K +$74K +3,277 New
GWM
68
Geneos Wealth Management
Colorado
$63K +$53.3K +2,463 +547%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$56K
GI
70
GS Investments
Minnesota
$49K
AF
71
Advisornet Financial
Minnesota
$40K
BII
72
Bainco International Investors
Massachusetts
$36K +$36K +1,600 New
ST
73
Smithfield Trust
Pennsylvania
$26K -$439 -20 -2%
KFI
74
Key Financial Inc
Pennsylvania
$26K +$26K +1,160 New
VNA
75
Valley National Advisers
Pennsylvania
$25K