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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$2.43M 124,776 +595 +0.5%
NPP
77
New Potomac Partners
Maryland
$2.42M 124,515 +32,782 +36%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.41M 124,065 +72,332 +140%
ECM
79
Exchange Capital Management
Michigan
$2.38M 122,474 +21,268 +21%
SFA
80
Souders Financial Advisors
Ohio
$2.36M 121,171 +6,663 +6%
OLA
81
Oliver Luxxe Assets
New Jersey
$2.27M 116,757 +1,614 +1%
CTA
82
Colonial Trust Advisors
South Carolina
$2.21M 113,696 +7,594 +7%
SAM
83
Secure Asset Management
Michigan
$2.15M 110,356 +1,465 +1%
FAG
84
Financial Advisory Group
Texas
$2.04M 104,602 +2,066 +2%
PMG
85
ProVise Management Group
Florida
$1.84M 94,366 +504 +0.5%
AAS
86
Avantax Advisory Services
Texas
$1.72M 88,399 -1,323 -1%
CT
87
Colonial Trust
South Carolina
$1.67M 85,929 +33,129 +63%
GIA
88
Gladstone Institutional Advisory
Florida
$1.67M 85,647 -49,920 -37%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.66M 85,192 -32,647 -28%
ACM
90
AlphaStar Capital Management
North Carolina
$1.63M 83,744 +49,777 +147%
LIM
91
Leavell Investment Management
Alabama
$1.62M 83,432 +12,252 +17%
AWG
92
Altus Wealth Group
Colorado
$1.59M 81,739 +4,911 +6%
IA
93
IFG Advisory
Georgia
$1.55M 79,641 +79,641 New
NA
94
Nottingham Advisors
New York
$1.55M 123,868 +19,878 +19%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$1.54M 79,139 +24,725 +45%
GCM
96
G2 Capital Management
Ohio
$1.51M 77,773 +783 +1%
FAM
97
Flaharty Asset Management
Florida
$1.5M 76,909 – –
SAM
98
Sawgrass Asset Management
Florida
$1.45M 74,702 +6,705 +10%
RC
99
Roundview Capital
New Jersey
$1.42M 73,222 -2,425 -3%
WIC
100
Woodmont Investment Counsel
Tennessee
$1.42M 73,164 -6,478 -8%
2 3
4
5 6