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Invesco BulletShares 2027 Corporate Bond ETF

77 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
37
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCB
51
First Command Bank
Texas
$236K +$236K +10,778 New
FCFS
52
First Command Financial Services
Texas
$236K +$236K +10,778 New
NFG
53
Nations Financial Group
Iowa
$233K +$233K +10,636 New
LWA
54
Lineweaver Wealth Advisors
Ohio
$224K
AIP
55
Ameritas Investment Partners
Nebraska
$211K +$6.76K +310 +3%
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$208K +$208K +9,500 New
GI
57
GS Investments
Minnesota
$206K +$158K +7,200 +327%
TA
58
TrueWealth Advisors
Alabama
$204K -$9.69K -443 -5%
SBL
59
Sargent Bickham Lagudis
Colorado
$192K
FCA
60
FinTrust Capital Advisors
South Carolina
$156K -$55.9K -2,552 -26%
IBOK
61
Independence Bank of Kentucky
Kentucky
$126K +$10.1K +460 +9%
HI
62
Harbour Investments
Wisconsin
$120K +$63.2K +2,893 +111%
FHA
63
First Horizon Advisors
Tennessee
$87K -$66.1K -3,000 -43%
GWM
64
Geneos Wealth Management
Colorado
$72K +$8.41K +385 +13%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$55K
AF
66
Advisornet Financial
Minnesota
$39K
ST
67
Smithfield Trust
Pennsylvania
$27K +$582 +27 +2%
KFI
68
Key Financial Inc
Pennsylvania
$26K
VNA
69
Valley National Advisers
Pennsylvania
$25K
VCM
70
Vigilant Capital Management
Maine
$14K +$14K +620 New
HFA
71
HC Financial Advisors
California
$13K
PWP
72
Personal Wealth Partners
Minnesota
$13K +$13K +590 New
OCM
73
Orion Capital Management
California
$11K
WBC
74
West Branch Capital
Massachusetts
$11K +$11K +501 New
TLFA
75
True Link Financial Advisors
California
$7K -$60.5K -2,937 -90%