BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
101
Colonial Trust
South Carolina
$1.99M +$9.13K +475 +0.5%
ACM
102
AlphaStar Capital Management
North Carolina
$1.99M +$111K +5,799 +6%
TW
103
TrinityPoint Wealth
Connecticut
$1.92M +$1.92M +100,107 New
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$1.87M +$296K +15,404 +19%
GWM
105
Geneos Wealth Management
Colorado
$1.84M -$28.4K -1,476 -2%
OPA
106
Old Port Advisors
Maine
$1.83M +$411K +21,362 +29%
Renaissance Technologies
107
Renaissance Technologies
New York
$1.81M +$1.13M +58,563 +165%
LIM
108
Leavell Investment Management
Alabama
$1.81M +$16.6K +865 +0.9%
SA
109
Sanctuary Advisors
Indiana
$1.8M +$1.8M +94,591 New
BBW
110
Blue Barn Wealth
Utah
$1.71M +$247K +12,839 +17%
EI
111
Ellevest Inc
New York
$1.67M +$128K +6,662 +8%
GCM
112
G2 Capital Management
Ohio
$1.53M +$16.7K +870 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$201K +10,440 +15%
BFA
114
Beaumont Financial Advisors
Massachusetts
$1.5M +$61.6K +3,206 +4%
SAM
115
Sawgrass Asset Management
Florida
$1.42M
WIC
116
Woodmont Investment Counsel
Tennessee
$1.36M -$38.3K -1,993 -3%
RC
117
Roundview Capital
New Jersey
$1.34M -$63K -3,280 -4%
MTWM
118
Masso Torrence Wealth Management
New Jersey
$1.34M +$41.4K +2,152 +3%
HNB
119
Huntington National Bank
Ohio
$1.33M -$1.23M
DWM
120
Denver Wealth Management
Colorado
$1.29M -$53.2K -2,769 -4%
HA
121
Hanover Advisors
South Carolina
$1.27M -$293K -15,265 -19%
SWM
122
Silverlake Wealth Management
Vermont
$1.27M +$143K +7,420 +13%
SWM
123
Segment Wealth Management
Texas
$1.22M -$14.9K -775 -1%
KIG
124
Kessler Investment Group
Indiana
$1.21M -$166K -8,622 -12%
Truist Financial
125
Truist Financial
North Carolina
$1.19M +$210K +10,924 +21%