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Invesco BulletShares 2027 Corporate Bond ETF

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$969K +$101K +5,373 +12%
AR
102
Apeiron RIA
Texas
$911K +$29.4K +1,570 +3%
IWM
103
IHT Wealth Management
Illinois
$908K -$33.9K -1,811 -4%
RFN
104
Redwood Financial Network
Ohio
$896K +$104K +5,538 +13%
GCA
105
Genesee Capital Advisors
New York
$870K -$61.5K -3,280 -7%
BBW
106
Blue Barn Wealth
Utah
$867K +$125K +6,662 +17%
CWS
107
Cypress Wealth Services
California
$853K -$13.9K -742 -2%
MOS
108
MGO One Seven
Ohio
$811K +$271K +14,467 +50%
AC
109
Apella Capital
Connecticut
$802K -$28.6K -1,528 -3%
Truist Financial
110
Truist Financial
North Carolina
$756K +$70.9K +3,787 +10%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$737K +$467K +24,909 +173%
MTWM
112
Masso Torrence Wealth Management
New Jersey
$725K +$15.7K +836 +2%
IWP
113
Insight Wealth Partners
Texas
$719K -$955 -51 -0.1%
Citadel Advisors
114
Citadel Advisors
Florida
$702K +$407K +21,744 +138%
OBWG
115
Onyx Bridge Wealth Group
New York
$699K +$295K +15,744 +73%
BWM
116
BCS Wealth Management
Tennessee
$683K +$161K +8,591 +31%
BA
117
Ballew Advisors
Mississippi
$677K +$65.6K +3,517 +11%
AWS
118
Atria Wealth Solutions
New York
$660K +$77.5K +4,138 +13%
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$659K +$263K +14,022 +66%
EI
120
Ellevest Inc
New York
$656K +$221K +11,818 +51%
CIA
121
Capital Investment Advisors
Georgia
$654K +$30.1K +1,607 +5%
OIM
122
Oder Investment Management
California
$653K
ACM
123
AlphaStar Capital Management
North Carolina
$636K +$182K +9,738 +40%
CFCI
124
Comprehensive Financial Consultants Institutional
Indiana
$626K -$3.07K -164 -0.5%
SI
125
Stephens Inc
Arkansas
$609K +$119K +6,364 +24%