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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
SFG
2
Sterling Financial Group
California
$10.6M
3
Jane Street
3
Jane Street
New York
$12.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$6.54M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.94M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MF
3
Manchester Financial
California
$4.49M
4
IWM
4
IHT Wealth Management
Illinois
$956K
5
NCM
5
Novare Capital Management
North Carolina
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$2.55M +$653K +34,336 +34%
CAM
52
Clark Asset Management
New Hampshire
$2.44M +$362K +19,019 +17%
MGIA
53
Matthew Goff Investment Advisor
Texas
$2.44M -$3.14K -165 -0.1%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.42M -$56K -2,943 -2%
EWM
55
Empirical Wealth Management
Washington
$2.35M +$5.96K +313 +0.3%
OLA
56
Oliver Luxxe Assets
New Jersey
$2.28M -$44.4K -2,332 -2%
SAM
57
Secure Asset Management
Michigan
$2.13M -$389K -20,460 -15%
GIA
58
Gladstone Institutional Advisory
Florida
$2.11M +$324K +17,008 +18%
SFA
59
Souders Financial Advisors
Ohio
$2.09M +$84.3K +4,433 +4%
LPT
60
Legacy Private Trust
Wisconsin
$2M +$2M +104,956 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2M +$649K +34,093 +48%
FAG
62
Financial Advisory Group
Texas
$1.9M +$52.9K +2,782 +3%
CTA
63
Colonial Trust Advisors
South Carolina
$1.86M +$134K +7,057 +8%
NA
64
Nottingham Advisors
New York
$1.84M +$817K +42,945 +80%
SIC
65
SFE Investment Counsel
California
$1.83M +$352K +18,503 +24%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$1.82M +$425K +22,335 +30%
PMG
67
ProVise Management Group
Florida
$1.79M +$160K +8,422 +10%
AA
68
Addison Advisors
Vermont
$1.74M +$436K +22,904 +33%
KAS
69
Kestra Advisory Services
Texas
$1.7M -$693K -36,411 -29%
NPP
70
New Potomac Partners
Maryland
$1.65M +$31.7K +1,668 +2%
BFA
71
Beaumont Financial Advisors
Massachusetts
$1.59M -$59K -3,102 -4%
WIC
72
Woodmont Investment Counsel
Tennessee
$1.52M – – –
AWG
73
Altus Wealth Group
Colorado
$1.49M +$1.49M +78,526 New
RC
74
Roundview Capital
New Jersey
$1.48M – – –
GCM
75
G2 Capital Management
Ohio
$1.45M +$18K +946 +1%
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3
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