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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$75.1M
2
MCM
2
MAI Capital Management
Ohio
$39.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$18.1M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
CWM
5
Cornerstone Wealth Management
Missouri
$12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.85M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
MF
4
Manchester Financial
California
$58.5M
5
GLA
5
Good Life Advisors
Pennsylvania
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
$4.84M 248,502 +90,413 +57%
HWM
77
Howard Wealth Management
Connecticut
$4.76M 244,374 +23,270 +11%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.69M 240,981 +16,945 +8%
SFA
79
Souders Financial Advisors
Ohio
$4.51M 231,362 +17,883 +8%
MC
80
McCarthy & Cox
Ohio
$4.41M 226,303 +29,135 +15%
TC
81
Trilogy Capital
California
$4.35M 223,059 -4,755 -2%
OLA
82
Oliver Luxxe Assets
New Jersey
$4.28M 218,301 +105,551 +94%
MOS
83
MGO One Seven
Ohio
$4.14M 212,288 +4,181 +2%
BFG
84
Berger Financial Group
Minnesota
$4.09M 209,737 +8,385 +4%
AA
85
Addison Advisors
Vermont
$4.07M 208,788 +14,745 +8%
TW
86
TrinityPoint Wealth
Connecticut
$3.9M 200,081 +24,641 +14%
CTA
87
Colonial Trust Advisors
South Carolina
$3.88M 199,252 +27,016 +16%
PMG
88
ProVise Management Group
Florida
$3.88M 199,156 +9,975 +5%
KAS
89
Kestra Advisory Services
Texas
$3.85M 197,730 -517,052 -72%
SIC
90
SFE Investment Counsel
California
$3.84M 196,869 +23,945 +14%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$3.73M 191,672 +26,227 +16%
VIM
92
Vista Investment Management
Pennsylvania
$3.59M 184,247 -37,562 -17%
HWM
93
Horizons Wealth Management
North Carolina
$3.38M 173,383 +9,314 +6%
IWC
94
Infinity Wealth Counsel
Ohio
$3.37M 173,162 +173,162 New
SEEDPG
95
S.E.E.D. Planning Group
New York
$3.32M 170,404 +8,080 +5%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$3.31M 170,009 +35,658 +27%
AIM
97
Aspen Investment Management
Michigan
$3.24M 166,230 +19,480 +13%
NCM
98
Novare Capital Management
North Carolina
$3.22M 165,360 +2,526 +2%
AF
99
Allworth Financial
California
$3.17M 163,123 +163,123 New
SPIA
100
Steward Partners Investment Advisory
New York
$3.14M 161,440 -21,555 -12%
2 3
4
5 6