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Invesco BulletShares 2027 Corporate Bond ETF

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
101
Colonial Trust
South Carolina
$861K +$144K +7,589 +20%
AC
102
Apella Capital
Connecticut
$844K +$844K +44,336 New
GGI
103
GPM Growth Investors
Michigan
$820K +$549K +28,866 +203%
RFN
104
Redwood Financial Network
Ohio
$804K +$34.8K +1,827 +5%
VNB
105
Virginia National Bank
Virginia
$797K -$3.44K -181 -0.4%
HNB
106
Huntington National Bank
Ohio
$765K
BBW
107
Blue Barn Wealth
Utah
$754K +$112K +5,875 +17%
IWP
108
Insight Wealth Partners
Texas
$732K +$732K +38,454 New
MTWM
109
Masso Torrence Wealth Management
New Jersey
$720K +$57K +2,997 +9%
Truist Financial
110
Truist Financial
North Carolina
$695K +$695K +36,553 New
OIM
111
Oder Investment Management
California
$663K +$4.91K +258 +0.7%
CFCI
112
Comprehensive Financial Consultants Institutional
Indiana
$642K -$13.5K -708 -2%
CIA
113
Capital Investment Advisors
Georgia
$634K +$29.1K +1,532 +5%
BA
114
Ballew Advisors
Mississippi
$621K
WFC
115
Western Financial Corp
California
$609K +$18.4K +967 +3%
AWS
116
Atria Wealth Solutions
New York
$591K +$106K +5,583 +22%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$559K +$559K +29,395 New
MOS
118
MGO One Seven
Ohio
$548K -$368K -19,366 -40%
BWM
119
BCS Wealth Management
Tennessee
$530K +$58.3K +3,066 +12%
SPIA
120
Steward Partners Investment Advisory
New York
$517K -$42.7K -2,243 -8%
SI
121
Stephens Inc
Arkansas
$497K +$497K +26,126 New
SWM
122
Silverlake Wealth Management
Vermont
$495K +$1.08K +57 +0.2%
Corient Private Wealth
123
Corient Private Wealth
Florida
$478K -$65.9K -3,465 -12%
ACM
124
AlphaStar Capital Management
North Carolina
$461K +$180K +9,446 +64%
Creative Planning
125
Creative Planning
Kansas
$450K