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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

82 hedge funds and large institutions have $249M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
44
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
NCM
2
Novare Capital Management
North Carolina
$8.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$17.8M
4
BAM
4
Bruderman Asset Management
New York
$2.32M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$9.5M

Top Sellers

1
1IA
1
1834 Investment Advisors
Wisconsin
$686K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.72M
3
CG
3
Colony Group
Massachusetts
$4.44M
4
YIA
4
YHB Investment Advisors
Connecticut
$1.88M
5
Wells Fargo
5
Wells Fargo
California
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lineweaver Wealth Advisors
Ohio
$325K +$102K +4,653 +45%
HH
52
Hilltop Holdings
Texas
$312K +$9.93K +454 +3%
OC
53
Oppenheimer & Co
New York
$312K +$312K +14,289 New
CA
54
Cetera Advisors
Colorado
$307K +$307K +14,042 New
BPA
55
Beacon Pointe Advisors
California
$295K +$295K +13,500 New
AIP
56
Ameritas Investment Partners
Nebraska
$289K +$78.4K +3,602 +37%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$285K +$2.71K +124 +1%
FHA
58
First Horizon Advisors
Tennessee
$258K +$172K +7,850 +199%
TPW
59
Tiller Private Wealth
Pennsylvania
$251K – – –
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$248K -$32.8K -1,503 -12%
FAM
61
Flaharty Asset Management
Florida
$248K +$248K +11,369 New
FCFS
62
First Command Financial Services
Texas
$238K +$2.71K +124 +1%
FCB
63
First Command Bank
Texas
$238K +$2.71K +124 +1%
GI
64
GS Investments
Minnesota
$229K +$23.5K +1,075 +11%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$207K – – –
SBL
66
Sargent Bickham Lagudis
Colorado
$192K – – –
IBOK
67
Independence Bank of Kentucky
Kentucky
$136K +$10.1K +460 +8%
FCA
68
FinTrust Capital Advisors
South Carolina
$134K -$21.9K -1,000 -14%
HI
69
Harbour Investments
Wisconsin
$120K +$522 +24 +0.4%
GWM
70
Geneos Wealth Management
Colorado
$72K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$55K – – –
AF
72
Advisornet Financial
Minnesota
$42K +$3.79K +175 +10%
ST
73
Smithfield Trust
Pennsylvania
$27K – – –
VNA
74
Valley National Advisers
Pennsylvania
$25K – – –
KFI
75
Key Financial Inc
Pennsylvania
$25K – – –
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