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Invesco BulletShares 2027 Corporate Bond ETF

109 hedge funds and large institutions have $327M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
76
Flaharty Asset Management
Florida
$220K
FFIC
77
First Fiduciary Investment Counsel
Ohio
$216K
GI
78
GS Investments
Minnesota
$215K
FCFS
79
First Command Financial Services
Texas
$211K +$3.42K +176 +2%
FCB
80
First Command Bank
Texas
$211K +$3.42K +176 +2%
LWA
81
Lineweaver Wealth Advisors
Ohio
$204K +$204K +10,551 New
KWM
82
Kingsview Wealth Management
Oregon
$197K -$55.1K -2,841 -22%
RJT
83
Raymond James Trust
Florida
$196K
RT
84
Rockland Trust
Massachusetts
$195K -$194K -10,026 -50%
SPIA
85
Steward Partners Investment Advisory
New York
$192K -$72.7K -3,752 -27%
VCM
86
Vigilant Capital Management
Maine
$158K +$41.7K +2,150 +36%
IBOK
87
Independence Bank of Kentucky
Kentucky
$150K +$11.7K +604 +8%
FCA
88
FinTrust Capital Advisors
South Carolina
$120K
FHA
89
First Horizon Advisors
Tennessee
$118K -$130K -6,700 -52%
HI
90
Harbour Investments
Wisconsin
$70K +$70K +3,604 New
GI
91
Gradient Investments
Minnesota
$67K +$19.9K +1,027 +42%
SC
92
SouthState Corp
Florida
$55K +$55K +2,832 New
BHWM
93
Beaird Harris Wealth Management
Texas
$54K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$49K -$71.9K -3,688 -59%
PTC
95
Private Trust Company
Ohio
$48K +$48K +2,477 New
AIM
96
Anchor Investment Management
South Carolina
$46.9K -$3.73M -192,407 -99%
SCA
97
Stonebridge Capital Advisors
Minnesota
$41K +$41K +2,125 New
WBC
98
West Branch Capital
Massachusetts
$39K +$29.2K +1,500 +299%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +1,725 New
ST
100
Smithfield Trust
Pennsylvania
$28K -$3.39K -186 -11%