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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
126
YHB Investment Advisors
Connecticut
$214K +$12.8K +675 +6%
SCFS
127
S.C. Financial Services
Arizona
$213K +$213K +11,215 New
FFIC
128
First Fiduciary Investment Counsel
Ohio
$212K – – –
AAS
129
Avantax Advisory Services
Texas
$210K +$210K +11,066 New
FCFS
130
First Command Financial Services
Texas
$206K – – –
FCB
131
First Command Bank
Texas
$206K – – –
LWA
132
Lineweaver Wealth Advisors
Ohio
$202K +$836 +44 +0.4%
AIP
133
Ameritas Investment Partners
Nebraska
$191K -$214K -11,265 -53%
GI
134
GS Investments
Minnesota
$186K -$21.8K -1,150 -11%
VCM
135
Vigilant Capital Management
Maine
$178K +$15.9K +842 +10%
HI
136
Harbour Investments
Wisconsin
$126K +$57.9K +3,047 +85%
WB
137
Webster Bank
Connecticut
$124K +$124K +6,538 New
FHA
138
First Horizon Advisors
Tennessee
$117K -$27.7K -1,460 -19%
FCA
139
FinTrust Capital Advisors
South Carolina
$112K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$107K +$10.9K +575 +11%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$106K -$2.07K -109 -2%
LFG
142
Larson Financial Group
Missouri
$90.8K +$90.8K +4,781 New
NA
143
NewEdge Advisors
Louisiana
$83.3K +$6.36K +16,143 +8%
CAL
144
Capital Analysts LLC
Pennsylvania
$71K +$71K +3,733 New
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$66.7K +$66.7K +3,514 New
GI
146
Gradient Investments
Minnesota
$53.8K +$6.97K +367 +15%
IA
147
IFP Advisors
Florida
$50K +$30.3K +1,585 +154%
AAG
148
Armstrong Advisory Group
Massachusetts
$42.5K +$42.5K +2,239 New
GRP
149
Global Retirement Partners
California
$42.2K +$36.8K +1,936 +679%
WBC
150
West Branch Capital
Massachusetts
$38K – – –
3 4 5
6
7