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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
SFG
2
Sterling Financial Group
California
$10.6M
3
Jane Street
3
Jane Street
New York
$12.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$6.54M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.94M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MF
3
Manchester Financial
California
$4.49M
4
IWM
4
IHT Wealth Management
Illinois
$956K
5
NCM
5
Novare Capital Management
North Carolina
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
76
Exchange Capital Management
Michigan
$1.43M +$27.7K +1,455 +2%
SCA
77
Stonebridge Capital Advisors
Minnesota
$1.43M +$123K +6,483 +9%
KIG
78
Kessler Investment Group
Indiana
$1.34M -$115K -6,042 -8%
FAM
79
Flaharty Asset Management
Florida
$1.31M +$497K +26,100 +61%
VDI
80
Vaughan David Investments
Illinois
$1.27M +$235K +12,356 +23%
SWM
81
Segment Wealth Management
Texas
$1.26M – – –
AAS
82
Avantax Advisory Services
Texas
$1.2M +$456K +23,985 +61%
SAM
83
Sawgrass Asset Management
Florida
$1.16M +$4.76K +250 +0.4%
PFS
84
Prospera Financial Services
Texas
$1.13M +$47.5K +2,499 +4%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$98.6K +5,182 +10%
SPWM
86
Straight Path Wealth Management
Michigan
$1.05M +$89.9K +4,727 +9%
GWM
87
Geneos Wealth Management
Colorado
$1.05M +$77.3K +4,061 +8%
Vanguard Group
88
Vanguard Group
Pennsylvania
$1.03M +$9.59K +504 +0.9%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1,000K +$191K +10,020 +24%
BCFS
90
Butensky & Cohen Financial Security
Florida
$997K +$25.6K +1,347 +3%
LIM
91
Leavell Investment Management
Alabama
$995K +$800K +42,055 +410%
IWM
92
IHT Wealth Management
Illinois
$956K -$984K -51,703 -51%
AP
93
Arlington Partners
Alabama
$951K – – –
GCA
94
Genesee Capital Advisors
New York
$946K -$26.4K -1,387 -3%
MML Investors Services
95
MML Investors Services
Massachusetts
$941K +$36K +1,891 +4%
VWA
96
V Wealth Advisors
Kansas
$928K -$2.78K -146 -0.3%
AR
97
Apeiron RIA
Texas
$895K +$45.8K +2,407 +5%
CWS
98
Cypress Wealth Services
California
$885K +$406K +21,227 +85%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$882K +$236K +12,400 +37%
CW
100
CreativeOne Wealth
Kansas
$869K -$78.4K -4,121 -8%
2 3
4
5 6