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Invesco BulletShares 2027 Corporate Bond ETF

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
51
Vaughan David Investments
Illinois
$7.09M +$351K +17,809 +5%
GLA
52
Good Life Advisors
Pennsylvania
$7.09M +$3.17M +160,608 +81%
SPWM
53
Straight Path Wealth Management
Michigan
$6.98M +$629K +31,890 +10%
AFA
54
AA Financial Advisors
Ohio
$6.94M +$1.91M +96,984 +38%
SS
55
Sound Stewardship
Kansas
$6.76M +$513K +25,993 +8%
PAG
56
Private Advisor Group
New Jersey
$6.7M +$143K +7,274 +2%
RSC
57
Red Spruce Capital
Pennsylvania
$6.69M +$304K +15,433 +5%
HCM
58
Hengehold Capital Management
Ohio
$6.23M +$388K +19,684 +7%
BWM
59
BCS Wealth Management
Tennessee
$6.18M +$1.47M +74,624 +31%
MWM
60
Marietta Wealth Management
Georgia
$6.03M +$94.3K +4,783 +2%
CIC
61
Carnegie Investment Counsel
Ohio
$5.81M +$335K +16,999 +6%
Jane Street
62
Jane Street
New York
$5.65M +$1.21M +61,425 +27%
NA
63
NewEdge Advisors
Louisiana
$5.5M +$454K +23,027 +9%
SA
64
Sanctuary Advisors
Indiana
$5.37M +$3.53M +181,697 +192%
FC
65
FCA Corp
Texas
$5.24M +$173K +8,783 +3%
EH
66
Equitable Holdings
New York
$4.98M -$3.28M -166,459 -40%
CCP
67
Carmel Capital Partners
California
$4.9M +$587K +29,743 +14%
MCB
68
Morton Community Bank
Illinois
$4.74M +$214K +10,846 +5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$4.68M +$998K +50,625 +27%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$4.67M +$661K +33,509 +16%
TC
71
Trilogy Capital
California
$4.49M +$112K +5,672 +3%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.42M +$421K +21,361 +11%
VIM
73
Vista Investment Management
Pennsylvania
$4.37M -$44.3K -2,245 -1%
HWM
74
Howard Wealth Management
Connecticut
$4.36M +$4.36M +221,104 New
SFA
75
Souders Financial Advisors
Ohio
$4.21M +$142K +7,190 +3%