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Invesco BulletShares 2027 Corporate Bond ETF

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
101
Empirical Wealth Management
Washington
$3.1M 159,305 +3,256 +2%
AAS
102
Avantax Advisory Services
Texas
$2.95M 151,252 +14,079 +10%
SAM
103
Secure Asset Management
Michigan
$2.9M 149,076 +23,075 +18%
MGIA
104
Matthew Goff Investment Advisor
Texas
$2.83M 145,446 -12,682 -8%
CT
105
Colonial Trust
South Carolina
$2.8M 143,984 +18,001 +14%
GLA
106
Good Life Advisors
Pennsylvania
$2.78M 142,695 -216,699 -60%
CP
107
Cornerstone Planning
North Carolina
$2.72M 139,729 +139,729 New
OPA
108
Old Port Advisors
Maine
$2.68M 137,762 +32,477 +31%
FF
109
Farnam Financial
Arizona
$2.68M 137,708 +21,249 +18%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$2.65M 136,170 +74,537 +121%
ECM
111
Exchange Capital Management
Michigan
$2.61M 133,762 -2,979 -2%
MA
112
Montag & Associates
Georgia
$2.57M 132,113 +82,768 +168%
GWM
113
Geneos Wealth Management
Colorado
$2.57M 131,733 +4,671 +4%
GIA
114
Gladstone Institutional Advisory
Florida
$2.49M 127,593 +2,863 +2%
WA
115
Waverly Advisors
Alabama
$2.46M 126,327 +110,791 +713%
P
116
Paradiem
Louisiana
$2.44M 125,456 +1,561 +1%
AWS
117
Atria Wealth Solutions
New York
$2.4M 123,112 +44,810 +57%
ACM
118
AlphaStar Capital Management
North Carolina
$2.34M 120,242 +2,489 +2%
EW
119
Evexia Wealth
Wisconsin
$2.28M 116,779 +67,087 +135%
RSA
120
River Street Advisors
Illinois
$2.21M 113,474 +104,500 +1,164%
CFS
121
CRA Financial Services
New Jersey
$2.19M 112,563 +50,315 +81%
SWM
122
Silverlake Wealth Management
Vermont
$2.18M 111,833 +24,848 +29%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$2.14M 110,050 +72,065 +190%
TF
124
Tenon Financial
New Jersey
$2.14M 110,018 +64,461 +141%
Creative Planning
125
Creative Planning
Kansas
$2.13M 109,519 +81,868 +296%