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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNB
76
Virginia National Bank
Virginia
$672K -$163K -8,577 -20%
RFN
77
Redwood Financial Network
Ohio
$663K +$2.24K +118 +0.3%
GWM
78
Geneos Wealth Management
Colorado
$646K +$141K +7,423 +28%
CFCI
79
Comprehensive Financial Consultants Institutional
Indiana
$631K +$90.3K +4,650 +17%
OIM
80
Oder Investment Management
California
$622K +$622K +32,729 New
LNC
81
Lincoln National Corp
Pennsylvania
$621K +$26.5K +1,393 +4%
AA
82
Addison Advisors
Vermont
$620K +$592K +31,159 +2,127%
BBW
83
Blue Barn Wealth
Utah
$611K +$611K +32,191 New
CIA
84
Capital Investment Advisors
Georgia
$609K -$118K -6,189 -16%
VDI
85
Vaughan David Investments
Illinois
$600K +$600K +31,580 New
WFC
86
Western Financial Corp
California
$593K +$92.2K +4,855 +18%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$532K +$118K +6,193 +28%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$520K +$520K +27,373 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$503K +$250K +13,144 +99%
SPIA
90
Steward Partners Investment Advisory
New York
$497K +$365K +19,191 +276%
EI
91
Ellevest Inc
New York
$473K -$456 -24 -0.1%
SWM
92
Silverlake Wealth Management
Vermont
$454K +$684 +36 +0.2%
1IA
93
1834 Investment Advisors
Wisconsin
$452K -$66.3K -3,490 -13%
Creative Planning
94
Creative Planning
Kansas
$451K +$451K +23,721 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$434K +$379K +19,968 +695%
CWS
96
Cypress Wealth Services
California
$396K – – –
MOS
97
MGO One Seven
Ohio
$385K +$385K +20,266 New
UL
98
Unionview LLC
Washington
$373K +$373K +19,633 New
VIM
99
Vista Investment Management
Pennsylvania
$367K +$367K +19,312 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$354K +$354K +18,657 New
2 3
4
5 6