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Invesco BulletShares 2027 Corporate Bond ETF

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
Arlington Capital Management
Illinois
$446K +$446K +23,442 New
EI
127
Ellevest Inc
New York
$442K +$8.71K +458 +2%
SCA
128
Snowden Capital Advisors
New York
$428K +$66.3K +3,484 +18%
1IA
129
1834 Investment Advisors
Wisconsin
$426K
OBWG
130
Onyx Bridge Wealth Group
New York
$411K +$411K +21,582 New
BFG
131
Berger Financial Group
Minnesota
$409K +$409K +21,515 New
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$402K
KWM
133
Kingsview Wealth Management
Oregon
$402K +$111K +5,817 +38%
KOC
134
Koss-Olinger Consulting
Florida
$394K +$394K +20,707 New
FHA
135
First Horizon Advisors
Tennessee
$391K +$23.8K +1,250 +6%
NFG
136
Nations Financial Group
Iowa
$374K +$20K +1,049 +6%
WWM
137
Western Wealth Management
Colorado
$360K
SM
138
Sensible Money
Arizona
$344K +$98.5K +5,175 +40%
UL
139
Unionview LLC
Washington
$340K -$57K -2,994 -14%
SC
140
Savant Capital
Illinois
$339K +$495 +26 +0.1%
MA
141
MONECO Advisors
Connecticut
$309K +$309K +16,266 New
IBOK
142
Independence Bank of Kentucky
Kentucky
$304K +$11.6K +612 +4%
RSWM
143
Robertson Stephens Wealth Management
California
$300K
Mariner
144
Mariner
Kansas
$300K +$63.9K +3,360 +27%
Citadel Advisors
145
Citadel Advisors
Florida
$299K +$299K +15,715 New
FIM
146
Freedom Investment Management
Connecticut
$278K -$133K -7,002 -32%
HWAM
147
Hennion & Walsh Asset Management
New Jersey
$274K +$274K +14,409 New
CAL
148
Capital Analysts LLC
Pennsylvania
$264K +$146K +7,667 +123%
BPA
149
Beacon Pointe Advisors
California
$262K -$685 -36 -0.3%
WHCI
150
W.H. Cornerstone Investments
Massachusetts
$255K +$2.53K +133 +1%