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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.3M
2
RJA
2
Raymond James & Associates
Florida
$39.2M
3
4WM
3
49 Wealth Management
Texas
$12.8M
4
MF
4
Manchester Financial
California
$36M
5
KAS
5
Kestra Advisory Services
Texas
$12.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$79.2M
2
Jane Street
2
Jane Street
New York
$4.32M
3
Ameriprise
3
Ameriprise
Minnesota
$9.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GLA
5
Good Life Advisors
Pennsylvania
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
R
76
Rebalance
California
$3.26M +$35.8K +1,862 +1%
AA
77
Addison Advisors
Vermont
$3.21M +$244K +12,672 +8%
HWM
78
Horizons Wealth Management
North Carolina
$3.19M -$781K -40,266 -20%
SIC
79
SFE Investment Counsel
California
$3.18M +$517K +26,894 +19%
MGIA
80
Matthew Goff Investment Advisor
Texas
$3.08M -$139K -7,222 -4%
NCM
81
Novare Capital Management
North Carolina
$3.07M -$35.4K -1,844 -1%
SEEDPG
82
S.E.E.D. Planning Group
New York
$2.95M -$26.4K -1,373 -0.9%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$2.95M +$1.3M +67,877 +79%
EWA
84
EP Wealth Advisors
California
$2.94M +$63.2K +3,290 +2%
NPP
85
New Potomac Partners
Maryland
$2.89M +$84.5K +4,395 +3%
EWM
86
Empirical Wealth Management
Washington
$2.86M +$459K +23,903 +19%
AIM
87
Aspen Investment Management
Michigan
$2.8M -$53K -2,760 -2%
SPIA
88
Steward Partners Investment Advisory
New York
$2.75M +$636K +33,085 +30%
LC
89
Legacy CG
Texas
$2.74M -$2.28M -118,487 -45%
CTA
90
Colonial Trust Advisors
South Carolina
$2.72M +$263K +13,684 +11%
ECM
91
Exchange Capital Management
Michigan
$2.62M +$6.5K +338 +0.2%
KMC
92
Kirr Marbach & Co
Indiana
$2.53M -$94K -4,890 -4%
AAS
93
Avantax Advisory Services
Texas
$2.51M +$326K +16,945 +15%
LPT
94
Legacy Private Trust
Wisconsin
$2.42M -$1.69M -87,778 -41%
P
95
Paradiem
Louisiana
$2.38M -$2.96K -154 -0.1%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$1.98M +103,153 +503%
GIA
97
Gladstone Institutional Advisory
Florida
$2.33M +$567K +29,503 +32%
SAM
98
Secure Asset Management
Michigan
$2.26M +$75.1K +3,905 +3%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$2.2M -$578K -30,079 -21%
OLA
100
Oliver Luxxe Assets
New Jersey
$2.12M -$228K -11,882 -10%
2 3
4
5 6