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Invesco BulletShares 2027 Corporate Bond ETF

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
76
Provenance Wealth Advisors
Florida
$4.18M +$56.6K +2,870 +1%
MOS
77
MGO One Seven
Ohio
$4.1M +$248K +12,598 +6%
BFG
78
Berger Financial Group
Minnesota
$3.97M +$169K +8,571 +4%
R
79
Rebalance
California
$3.89M +$544K +27,580 +16%
Renaissance Technologies
80
Renaissance Technologies
New York
$3.89M +$2.03M +103,135 +110%
MC
81
McCarthy & Cox
Ohio
$3.89M +$92.6K +4,695 +2%
AA
82
Addison Advisors
Vermont
$3.83M +$529K +26,840 +16%
SFC
83
SYM Financial Corp
Indiana
$3.79M +$3.79M +192,000 New
PMG
84
ProVise Management Group
Florida
$3.73M +$248K +12,570 +7%
SPIA
85
Steward Partners Investment Advisory
New York
$3.61M +$785K +39,786 +28%
TW
86
TrinityPoint Wealth
Connecticut
$3.46M +$1.49M +75,333 +75%
SIC
87
SFE Investment Counsel
California
$3.41M +$146K +7,426 +4%
CTA
88
Colonial Trust Advisors
South Carolina
$3.4M +$607K +30,778 +22%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$824K +41,769 +34%
HWM
90
Horizons Wealth Management
North Carolina
$3.24M -$4.6K -233 -0.1%
NCM
91
Novare Capital Management
North Carolina
$3.21M +$61.7K +3,128 +2%
SEEDPG
92
S.E.E.D. Planning Group
New York
$3.2M +$171K +8,684 +6%
NPP
93
New Potomac Partners
Maryland
$3.14M +$174K +8,800 +6%
MGIA
94
Matthew Goff Investment Advisor
Texas
$3.12M -$42.8K -2,168 -1%
EWA
95
EP Wealth Advisors
California
$3.12M +$99.4K +5,042 +3%
EWM
96
Empirical Wealth Management
Washington
$3.08M +$146K +7,419 +5%
AIM
97
Aspen Investment Management
Michigan
$2.89M +$25.2K +1,280 +0.9%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$2.79M +$1.68M +85,418 +153%
AAS
99
Avantax Advisory Services
Texas
$2.71M +$130K +6,603 +5%
ECM
100
Exchange Capital Management
Michigan
$2.7M +$12.2K +618 +0.5%