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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
MF
2
Manchester Financial
California
$22M
3
IAS
3
IMA Advisory Services
Colorado
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$51.4M
5
Bank of America
5
Bank of America
North Carolina
$21.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$34.5M
2
Jane Street
2
Jane Street
New York
$9.22M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.92M
5
AP
5
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$1.68M +$498K +26,603 +42%
BFA
77
Beaumont Financial Advisors
Massachusetts
$1.5M -$66.8K -3,565 -4%
WIC
78
Woodmont Investment Counsel
Tennessee
$1.49M – – –
KAS
79
Kestra Advisory Services
Texas
$1.48M -$189K -10,113 -11%
GCM
80
G2 Capital Management
Ohio
$1.44M +$14K +748 +1%
FAM
81
Flaharty Asset Management
Florida
$1.44M +$149K +7,940 +12%
AWG
82
Altus Wealth Group
Colorado
$1.44M -$31.8K -1,698 -2%
RC
83
Roundview Capital
New Jersey
$1.42M -$40.6K -2,169 -3%
KIG
84
Kessler Investment Group
Indiana
$1.38M +$59.9K +3,199 +5%
SCA
85
Stonebridge Capital Advisors
Minnesota
$1.35M -$51.9K -2,771 -4%
LIM
86
Leavell Investment Management
Alabama
$1.33M +$354K +18,875 +36%
SAM
87
Sawgrass Asset Management
Florida
$1.27M +$134K +7,169 +12%
SWM
88
Segment Wealth Management
Texas
$1.25M +$5.06K +270 +0.4%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.21M +$112K +5,964 +10%
OMC
90
Old Mission Capital
Illinois
$1.19M +$1.19M +63,302 New
PFS
91
Prospera Financial Services
Texas
$1.16M +$49.5K +2,644 +4%
NA
92
Nottingham Advisors
New York
$1.09M +$77.3K +7,368 +8%
GWM
93
Geneos Wealth Management
Colorado
$1.06M +$26.9K +1,436 +3%
SPWM
94
Straight Path Wealth Management
Michigan
$1.05M +$16.5K +882 +2%
Vanguard Group
95
Vanguard Group
Pennsylvania
$1.02M +$9.93K +530 +1%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$1.02M +$35.1K +1,876 +4%
BCFS
97
Butensky & Cohen Financial Security
Florida
$1M +$22.9K +1,221 +2%
BFG
98
Berger Financial Group
Minnesota
$1M +$599K +31,961 +149%
HNB
99
Huntington National Bank
Ohio
$989K -$765K – –
CT
100
Colonial Trust
South Carolina
$989K +$141K +7,540 +17%
2 3
4
5 6