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Invesco BulletShares 2027 Corporate Bond ETF

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNB
126
Virginia National Bank
Virginia
$596K -$189K -10,090 -24%
WFC
127
Western Financial Corp
California
$586K -$13.7K -730 -2%
Comerica Bank
128
Comerica Bank
Texas
$555K +$555K +29,625 New
IBOK
129
Independence Bank of Kentucky
Kentucky
$499K +$200K +10,664 +67%
MA
130
MONECO Advisors
Connecticut
$485K +$181K +9,640 +59%
Corient Private Wealth
131
Corient Private Wealth
Florida
$470K
SWM
132
Silverlake Wealth Management
Vermont
$465K -$21.9K -1,170 -5%
Creative Planning
133
Creative Planning
Kansas
$443K
KWM
134
Kingsview Wealth Management
Oregon
$428K +$32.5K +1,736 +8%
SCA
135
Snowden Capital Advisors
New York
$422K
SPIA
136
Steward Partners Investment Advisory
New York
$422K -$87.1K -4,651 -17%
1IA
137
1834 Investment Advisors
Wisconsin
$419K
CAN
138
Cetera Advisor Networks
California
$408K +$408K +21,785 New
KOC
139
Koss-Olinger Consulting
Florida
$402K +$14.1K +755 +4%
DWA
140
Divergent Wealth Advisors
Utah
$376K +$376K +20,073 New
FHA
141
First Horizon Advisors
Tennessee
$371K -$14.2K -760 -4%
BPA
142
Beacon Pointe Advisors
California
$370K +$112K +5,963 +43%
NFG
143
Nations Financial Group
Iowa
$368K +$281 +15 +0.1%
WWM
144
Western Wealth Management
Colorado
$362K +$7.49K +400 +2%
SM
145
Sensible Money
Arizona
$349K +$10.8K +575 +3%
SC
146
Savant Capital
Illinois
$336K +$2.7K +144 +0.8%
FCI
147
Financial Counselors Inc
Kansas
$331K +$331K +17,661 New
AWM
148
AE Wealth Management
Kansas
$327K +$327K +17,451 New
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$322K +$322K +17,185 New
Mariner
150
Mariner
Kansas
$315K +$20K +1,065 +7%