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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$967K +$238K +12,229 +33%
Truist Financial
127
Truist Financial
North Carolina
$953K +$168K +8,649 +21%
AC
128
Apella Capital
Connecticut
$938K +$110K +5,700 +13%
AWS
129
Atria Wealth Solutions
New York
$878K +$193K +9,935 +28%
OPA
130
Old Port Advisors
Maine
$871K +$604K +31,070 +227%
CWS
131
Cypress Wealth Services
California
$866K -$20.2K -1,039 -2%
OIM
132
Oder Investment Management
California
$811K +$132K +6,801 +20%
MWA
133
Midland Wealth Advisors
Illinois
$807K +$807K +41,464 New
SWM
134
Silverlake Wealth Management
Vermont
$795K +$312K +16,038 +65%
MA
135
MONECO Advisors
Connecticut
$791K +$287K +14,751 +57%
SI
136
Stephens Inc
Arkansas
$789K +$157K +8,053 +25%
HSWS
137
Higgins & Schmidt Wealth Strategies
Colorado
$719K +$719K +36,954 New
Comerica Bank
138
Comerica Bank
Texas
$712K +$136K +6,980 +24%
BA
139
Ballew Advisors
Mississippi
$711K +$5.2K +267 +0.7%
FIM
140
Freedom Investment Management
Connecticut
$706K +$428K +22,024 +154%
CIA
141
Capital Investment Advisors
Georgia
$702K +$22K +1,129 +3%
OBWG
142
Onyx Bridge Wealth Group
New York
$695K -$31.4K -1,615 -4%
IWP
143
Insight Wealth Partners
Texas
$674K -$73K -3,753 -10%
EWP
144
Engrave Wealth Partners
Texas
$652K +$652K +33,511 New
CFCI
145
Comprehensive Financial Consultants Institutional
Indiana
$634K -$16K -822 -2%
Renaissance Technologies
146
Renaissance Technologies
New York
$566K +$566K +29,100 New
TVM
147
True Vision MN
Minnesota
$560K +$560K +28,765 New
Creative Planning
148
Creative Planning
Kansas
$552K +$91.8K +4,719 +20%
FCAS
149
First Command Advisory Services
Texas
$524K +$288K +14,818 +122%
SIC
150
Sigma Investment Counselors
Michigan
$520K +$520K +26,737 New
4 5
6
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