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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
Nations Financial Group
Iowa
$353K +$228 +12 +0.1%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$352K +$352K +18,556 New
NWM
103
Northcape Wealth Management
New York
$348K -$114K -6,018 -25%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$342K +$309K +16,273 +943%
WWM
105
Western Wealth Management
Colorado
$304K +$304K +16,000 New
RSWM
106
Robertson Stephens Wealth Management
California
$300K +$300K +15,775 New
BWM
107
BCS Wealth Management
Tennessee
$298K +$298K +15,683 New
IBOK
108
Independence Bank of Kentucky
Kentucky
$292K +$145K +7,603 +98%
KWM
109
Kingsview Wealth Management
Oregon
$288K +$81K +4,266 +39%
WIC
110
Woodmont Investment Counsel
Tennessee
$280K – – –
CA
111
Cetera Advisors
Colorado
$279K +$32.9K +1,733 +13%
SWP
112
Stratos Wealth Partners
Ohio
$275K +$9.92K +522 +4%
ISB
113
Iowa State Bank
Iowa
$263K +$12K +634 +5%
BPA
114
Beacon Pointe Advisors
California
$262K +$4.96K +261 +2%
WHCI
115
W.H. Cornerstone Investments
Massachusetts
$255K +$255K +13,158 New
OC
116
Oppenheimer & Co
New York
$253K -$1.79K -94 -0.7%
SM
117
Sensible Money
Arizona
$250K +$250K +13,163 New
TCA
118
Transcend Capital Advisors
New Jersey
$245K +$245K +12,883 New
Corient Private Wealth
119
Corient Private Wealth
Florida
$240K +$240K +12,661 New
SEIA
120
Signature Estate & Investment Advisors
California
$239K – – –
CAC
121
Certified Advisory Corp
Florida
$238K -$253K -13,338 -52%
AWS
122
Atria Wealth Solutions
New York
$236K +$236K +12,438 New
RW
123
RVW Wealth
California
$224K -$281K -14,818 -56%
RIG
124
Ramiah Investment Group
Wisconsin
$219K -$8.21K -432 -4%
DADC
125
D.A. Davidson & Co
Montana
$218K -$17.3K -913 -7%
3 4
5
6 7