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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.3M
2
RJA
2
Raymond James & Associates
Florida
$39.2M
3
4WM
3
49 Wealth Management
Texas
$12.8M
4
MF
4
Manchester Financial
California
$36M
5
KAS
5
Kestra Advisory Services
Texas
$12.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$79.2M
2
Jane Street
2
Jane Street
New York
$4.32M
3
Ameriprise
3
Ameriprise
Minnesota
$9.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GLA
5
Good Life Advisors
Pennsylvania
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$6.07M -$40.5K -2,108 -0.7%
CAM
52
Clark Asset Management
New Hampshire
$5.96M +$1.02M +52,996 +21%
MWM
53
Marietta Wealth Management
Georgia
$5.78M +$48.5K +2,525 +0.8%
HCM
54
Hengehold Capital Management
Ohio
$5.69M +$123K +6,420 +2%
CIC
55
Carnegie Investment Counsel
Ohio
$5.34M -$108K -5,629 -2%
FC
56
FCA Corp
Texas
$4.94M +$75.5K +3,930 +2%
NA
57
NewEdge Advisors
Louisiana
$4.91M +$291K +15,160 +6%
AFA
58
AA Financial Advisors
Ohio
$4.9M +$1.36M +70,982 +39%
BWM
59
BCS Wealth Management
Tennessee
$4.59M +$822K +42,738 +22%
MCB
60
Morton Community Bank
Illinois
$4.41M +$315K +16,385 +8%
Jane Street
61
Jane Street
New York
$4.32M -$14.2M -740,622 -77%
VIM
62
Vista Investment Management
Pennsylvania
$4.31M -$143K -7,464 -3%
TC
63
Trilogy Capital
California
$4.27M -$512K -26,654 -11%
CCP
64
Carmel Capital Partners
California
$4.2M +$433K +22,513 +11%
PWA
65
Provenance Wealth Advisors
Florida
$4.02M +$4.02M +209,161 New
SFA
66
Souders Financial Advisors
Ohio
$3.96M +$135K +7,049 +4%
LWA
67
Ledgewood Wealth Advisors
New Hampshire
$3.91M +$295K +15,374 +8%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9M +$115K +5,981 +3%
MA
69
MONECO Advisors
Connecticut
$3.88M +$2.26M +117,551 +139%
GLA
70
Good Life Advisors
Pennsylvania
$3.82M -$2.53M -131,881 -40%
MOS
71
MGO One Seven
Ohio
$3.76M +$136K +7,100 +4%
BFG
72
Berger Financial Group
Minnesota
$3.71M +$503K +26,180 +16%
MC
73
McCarthy & Cox
Ohio
$3.7M +$173K +9,011 +5%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.59M -$203K -10,572 -5%
PMG
75
ProVise Management Group
Florida
$3.39M +$579K +30,100 +21%
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