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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 %
SFC
151
Strategic Financial Concepts
Texas
$309K +$309K +16,476 New
RSWM
152
Robertson Stephens Wealth Management
California
$296K
UL
153
Unionview LLC
Washington
$293K -$41.6K -2,218 -12%
AWA
154
Arkadios Wealth Advisors
Georgia
$285K +$57.9K +3,088 +26%
FIM
155
Freedom Investment Management
Connecticut
$267K -$6.07K -324 -2%
OPA
156
Old Port Advisors
Maine
$257K +$257K +13,705 New
SS
157
Sound Stewardship
Kansas
$256K +$256K +13,680 New
RIG
158
Ramiah Investment Group
Wisconsin
$246K +$27.2K +1,450 +12%
YIA
159
YHB Investment Advisors
Connecticut
$241K +$2.25K +120 +0.9%
TCA
160
Transcend Capital Advisors
New Jersey
$240K +$16.7K +891 +7%
OC
161
Oppenheimer & Co
New York
$239K
SEIA
162
Signature Estate & Investment Advisors
California
$236K -$11.9K -637 -5%
FTUS
163
Flow Traders U.S.
New York
$233K +$233K +12,420 New
ISB
164
Iowa State Bank
Iowa
$231K -$12.2K -650 -5%
CA
165
Cetera Advisors
Colorado
$230K -$7.85K -419 -3%
FCAS
166
First Command Advisory Services
Texas
$227K +$227K +12,139 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$223K +$32.5K +1,735 +17%
OIA
168
OneDigital Investment Advisors
Kansas
$222K +$222K +11,849 New
RW
169
RVW Wealth
California
$221K
FFIC
170
First Fiduciary Investment Counsel
Ohio
$209K
KWM
171
Kaydan Wealth Management
Michigan
$202K +$19 +1 +0%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$201K +$4.21K +225 +2%
FA
173
FC Advisory
Pennsylvania
$194K +$194K +10,331 New
FFN
174
Focus Financial Network
Minnesota
$193K +$193K +10,308 New
WIM
175
Waycross Investment Management
Washington
$188K