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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.

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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$504K +$368K +18,951 +272%
OIA
152
OneDigital Investment Advisors
Kansas
$497K +$266K +13,692 +116%
IBOK
153
Independence Bank of Kentucky
Kentucky
$496K -$22.4K -1,153 -4%
KWM
154
Kingsview Wealth Management
Oregon
$484K +$39.1K +2,012 +9%
SCA
155
Stonebridge Capital Advisors
Minnesota
$474K -$930K -47,808 -66%
WFC
156
Western Financial Corp
California
$474K -$135K -6,918 -22%
KOC
157
Koss-Olinger Consulting
Florida
$463K +$45.4K +2,331 +11%
SPIA
158
Steward Partners Investment Advisory
New York
$448K +$9.9K +509 +2%
SCA
159
Snowden Capital Advisors
New York
$438K – – –
1IA
160
1834 Investment Advisors
Wisconsin
$435K – – –
CIBC World Market
161
CIBC World Market
Ontario, Canada
$432K +$223K +11,440 +106%
Legacy Financial Group (Iowa)
162
Legacy Financial Group (Iowa)
Iowa
$423K -$12.1M -624,060 -97%
NFG
163
Nations Financial Group
Iowa
$409K +$26.1K +1,341 +7%
HWM
164
HB Wealth Management
Georgia
$397K +$397K +20,409 New
DFG
165
Delta Financial Group
New Jersey
$397K +$397K +20,382 New
DWA
166
Divergent Wealth Advisors
Utah
$391K – – –
SFC
167
Strategic Financial Concepts
Texas
$380K +$59K +3,033 +18%
WWM
168
Western Wealth Management
Colorado
$375K – – –
WWA
169
WCG Wealth Advisors
Nevada
$373K +$373K +19,198 New
FHA
170
First Horizon Advisors
Tennessee
$371K -$13.6K -700 -4%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$369K +$34.6K +1,778 +10%
SM
172
Sensible Money
Arizona
$367K +$4.81K +247 +1%
SC
173
Savant Capital
Illinois
$366K +$17K +875 +5%
BPA
174
Beacon Pointe Advisors
California
$350K -$33.7K -1,732 -9%
Mariner
175
Mariner
Kansas
$350K +$23K +1,180 +7%
5 6
7
8 9