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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
76
Novare Capital Management
North Carolina
$3.12M +$72.6K +3,764 +2%
SPC
77
Sigma Planning Corp
Michigan
$3.07M +$1.83M +94,904 +148%
SEEDPG
78
S.E.E.D. Planning Group
New York
$2.99M +$2.99M +155,013 New
AA
79
Addison Advisors
Vermont
$2.98M +$337K +17,485 +13%
EWA
80
EP Wealth Advisors
California
$2.89M -$5.67K -294 -0.2%
AIM
81
Aspen Investment Management
Michigan
$2.86M +$325K +16,850 +13%
PMG
82
ProVise Management Group
Florida
$2.83M +$1.01M +52,145 +55%
NPP
83
New Potomac Partners
Maryland
$2.82M +$415K +21,520 +17%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$2.79M +$2.79M +144,676 New
SIC
85
SFE Investment Counsel
California
$2.67M +$44.3K +2,299 +2%
KMC
86
Kirr Marbach & Co
Indiana
$2.63M -$464K -24,041 -15%
ECM
87
Exchange Capital Management
Michigan
$2.62M +$257K +13,311 +11%
CTA
88
Colonial Trust Advisors
South Carolina
$2.46M +$272K +14,078 +12%
EWM
89
Empirical Wealth Management
Washington
$2.41M -$945 -49 -0%
P
90
Paradiem
Louisiana
$2.39M +$2.39M +124,142 New
OLA
91
Oliver Luxxe Assets
New Jersey
$2.36M +$104K +5,375 +5%
SFS
92
Solitude Financial Services
Virginia
$2.22M +$2.22M +115,300 New
SAM
93
Secure Asset Management
Michigan
$2.2M +$66.8K +3,463 +3%
AAS
94
Avantax Advisory Services
Texas
$2.19M +$487K +25,226 +29%
SPIA
95
Steward Partners Investment Advisory
New York
$2.12M +$1.68M +87,116 +379%
CT
96
Colonial Trust
South Carolina
$1.99M +$334K +17,336 +20%
FAG
97
Financial Advisory Group
Texas
$1.99M -$27.1K -1,403 -1%
ACM
98
AlphaStar Capital Management
North Carolina
$1.89M +$270K +14,004 +17%
GWM
99
Geneos Wealth Management
Colorado
$1.88M +$571K +29,592 +44%
LIM
100
Leavell Investment Management
Alabama
$1.8M +$185K +9,610 +12%
2 3
4
5 6