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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$4.68M 240,573 +184,525 +329%
NA
52
NewEdge Advisors
Louisiana
$4.49M 230,992 +2,392 +1%
CAM
53
Clark Asset Management
New Hampshire
$4.33M 222,499 +60,228 +37%
VIM
54
Vista Investment Management
Pennsylvania
$4.3M 220,880 +33,032 +18%
HWM
55
Horizons Wealth Management
North Carolina
$3.98M 204,568 +13,748 +7%
AI
56
Atria Investments
North Carolina
$3.92M 201,665 +632 +0.3%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.79M 194,605 +43,520 +29%
LWA
58
Ledgewood Wealth Advisors
New Hampshire
$3.54M 181,893 +181,893 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$3.47M 178,122 -29,984 -14%
MOS
60
MGO One Seven
Ohio
$3.34M 171,547 +128,260 +296%
MGIA
61
Matthew Goff Investment Advisor
Texas
$3.28M 168,404 +42,626 +34%
CCP
62
Carmel Capital Partners
California
$3.22M 165,573 +165,573 New
KMC
63
Kirr Marbach & Co
Indiana
$3.13M 160,640 +460 +0.3%
BFG
64
Berger Financial Group
Minnesota
$3.1M 159,535 +106,059 +198%
NCM
65
Novare Capital Management
North Carolina
$3.07M 157,786 -11,835 -7%
KAS
66
Kestra Advisory Services
Texas
$3.04M 156,312 +77,135 +97%
R
67
Rebalance
California
$3M 154,320 +154,320 New
BWM
68
BCS Wealth Management
Tennessee
$2.95M 151,718 +115,275 +316%
MCB
69
Morton Community Bank
Illinois
$2.94M 150,920 +150,920 New
EWA
70
EP Wealth Advisors
California
$2.92M 150,051 -266 -0.2%
DWM
71
Denver Wealth Management
Colorado
$2.81M 144,386 +13,717 +10%
AA
72
Addison Advisors
Vermont
$2.67M 137,046 +16,093 +13%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.66M 136,623 +17,228 +14%
SIC
74
SFE Investment Counsel
California
$2.65M 136,305 +25,424 +23%
AIM
75
Aspen Investment Management
Michigan
$2.56M 131,380 +131,380 New
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