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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
101
Beaumont Financial Advisors
Massachusetts
$1.42M 73,130 -6,693 -8%
BBW
102
Blue Barn Wealth
Utah
$1.41M 72,296 +25,993 +56%
EI
103
Ellevest Inc
New York
$1.39M 71,694 +36,662 +105%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.38M 71,123 +71,123 New
KIG
105
Kessler Investment Group
Indiana
$1.37M 70,422 -3,084 -4%
HNB
106
Huntington National Bank
Ohio
– – – –
CAN
107
Cetera Advisor Networks
California
$1.33M 68,150 +46,365 +213%
GWM
108
Geneos Wealth Management
Colorado
$1.32M 67,627 +11,202 +20%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.28M 65,628 +1,048 +2%
HA
110
Hanover Advisors
South Carolina
$1.27M 65,337 +65,337 New
SWM
111
Segment Wealth Management
Texas
$1.27M 65,235 -1,300 -2%
SPC
112
Sigma Planning Corp
Michigan
$1.25M 64,292 +64,292 New
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$1.19M 60,979 +21,661 +55%
APA
114
Astoria Portfolio Advisors
New York
$1.17M 60,187 +60,187 New
PFS
115
Prospera Financial Services
Texas
$1.15M 58,866 -3,155 -5%
Vanguard Group
116
Vanguard Group
Pennsylvania
$1.07M 55,146 +559 +1%
MTWM
117
Masso Torrence Wealth Management
New Jersey
$1.07M 54,872 +16,186 +42%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$1.04M 53,619 +18,451 +52%
CCB
119
Country Club Bank
Missouri
$1.04M 53,495 +53,495 New
RFN
120
Redwood Financial Network
Ohio
$1.03M 53,099 +5,281 +11%
BCFS
121
Butensky & Cohen Financial Security
Florida
$1.02M 52,180 -1,419 -3%
AR
122
Apeiron RIA
Texas
$989K 50,858 +2,247 +5%
SS
123
Sound Stewardship
Kansas
$987K 50,715 +37,035 +271%
HGA
124
Hobbs Group Advisors
South Carolina
$984K 50,566 +50,566 New
IWM
125
IHT Wealth Management
Illinois
$974K 50,079 +1,622 +3%
3 4
5
6 7