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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

82 hedge funds and large institutions have $249M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
44
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
NCM
2
Novare Capital Management
North Carolina
$8.22M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$17.8M
4
BAM
4
Bruderman Asset Management
New York
$2.32M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$9.5M

Top Sellers

1
1IA
1
1834 Investment Advisors
Wisconsin
$686K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.72M
3
CG
3
Colony Group
Massachusetts
$4.44M
4
YIA
4
YHB Investment Advisors
Connecticut
$1.88M
5
Wells Fargo
5
Wells Fargo
California
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Prentice Wealth Management
New York
$24K +$24K +1,119 New
VCM
77
Vigilant Capital Management
Maine
$14K – – –
WBC
78
West Branch Capital
Massachusetts
$11K – – –
OCM
79
Orion Capital Management
California
$11K – – –
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +500 New
TLFA
81
True Link Financial Advisors
California
$7K – – –
CCM
82
Cribstone Capital Management
Maine
$6K – – –
TA
83
TrueWealth Advisors
Alabama
– -$204K -9,323 Closed
HFA
84
HC Financial Advisors
California
– -$13K -602 Closed
PWP
85
Personal Wealth Partners
Minnesota
– -$13K -590 Closed
AWA
86
Arkadios Wealth Advisors
Georgia
– -$5K -248 Closed
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