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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
MF
2
Manchester Financial
California
$22M
3
IAS
3
IMA Advisory Services
Colorado
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$51.4M
5
Bank of America
5
Bank of America
North Carolina
$21.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$34.5M
2
Jane Street
2
Jane Street
New York
$9.22M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.92M
5
AP
5
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$3.51M +$993K +53,019 +39%
HWA
52
Heartwood Wealth Advisors
Virginia
$3.39M +$34.3K +1,829 +1%
NCM
53
Novare Capital Management
North Carolina
$3.18M -$228K -12,163 -7%
CAM
54
Clark Asset Management
New Hampshire
$3.04M +$634K +33,862 +26%
KMC
55
Kirr Marbach & Co
Indiana
$3M -$150K -8,030 -5%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$2.83M +$1.04M +55,370 +58%
EWA
57
EP Wealth Advisors
California
$2.82M -$29.1K -1,554 -1%
GIA
58
Gladstone Institutional Advisory
Florida
$2.54M +$464K +24,763 +22%
DWM
59
Denver Wealth Management
Colorado
$2.45M -$70.9K -3,784 -3%
MGIA
60
Matthew Goff Investment Advisor
Texas
$2.36M -$47.4K -2,528 -2%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.35M +$388K +20,714 +20%
EWM
62
Empirical Wealth Management
Washington
$2.33M +$8.73K +466 +0.4%
AA
63
Addison Advisors
Vermont
$2.27M +$549K +29,288 +32%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.24M -$145K -7,742 -6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$2.21M +$1.66M +88,444 +301%
OLA
66
Oliver Luxxe Assets
New Jersey
$2.16M -$88.9K -4,744 -4%
SFA
67
Souders Financial Advisors
Ohio
$2.15M +$91.2K +4,866 +4%
SIC
68
SFE Investment Counsel
California
$2.08M +$277K +14,776 +15%
SAM
69
Secure Asset Management
Michigan
$2.04M -$59.4K -3,171 -3%
CTA
70
Colonial Trust Advisors
South Carolina
$1.99M +$161K +8,583 +9%
FAG
71
Financial Advisory Group
Texas
$1.92M +$54.4K +2,905 +3%
ECM
72
Exchange Capital Management
Michigan
$1.9M +$490K +26,141 +35%
PMG
73
ProVise Management Group
Florida
$1.76M – – –
NPP
74
New Potomac Partners
Maryland
$1.72M +$92.8K +4,955 +6%
VDI
75
Vaughan David Investments
Illinois
$1.71M +$450K +24,009 +36%
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