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Invesco BulletShares 2027 Corporate Bond ETF

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
151
Insight Wealth Partners
Texas
$641K -$27.2K -1,412 -4%
OBWG
152
Onyx Bridge Wealth Group
New York
$627K -$53.5K -2,806 -8%
Mariner
153
Mariner
Kansas
$626K +$278K +14,431 +80%
WFC
154
Western Financial Corp
California
$601K +$132K +6,818 +28%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$588K +$588K +30,500 New
TVM
156
True Vision MN
Minnesota
$573K +$24.5K +1,286 +4%
SCA
157
Stonebridge Capital Advisors
Minnesota
$563K +$92.9K +4,816 +20%
FCAS
158
First Command Advisory Services
Texas
$523K +$3.24K +168 +0.6%
CAL
159
Capital Analysts LLC
Pennsylvania
$516K +$16.1K +834 +3%
SFC
160
Strategic Financial Concepts
Texas
$500K +$123K +6,391 +33%
Corient Private Wealth
161
Corient Private Wealth
Florida
$498K +$498K +25,828 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$489K +$190K +9,852 +64%
SIC
163
Sigma Investment Counselors
Michigan
$483K -$32.8K -1,700 -6%
AWA
164
Arete Wealth Advisors
Illinois
$477K +$477K +24,709 New
CFS
165
Coordinated Financial Services
Colorado
$476K +$476K +24,698 New
KWM
166
Kingsview Wealth Management
Oregon
$472K -$7.06K -366 -1%
KPWS
167
Kestra Private Wealth Services
Texas
$471K +$471K +24,435 New
CIBC World Market
168
CIBC World Market
Ontario, Canada
$467K +$38.8K +2,010 +9%
SCA
169
Snowden Capital Advisors
New York
$455K +$20.6K +1,067 +5%
MWA
170
Midland Wealth Advisors
Illinois
$448K -$352K -18,264 -44%
FHA
171
First Horizon Advisors
Tennessee
$418K +$50.2K +2,600 +14%
NFG
172
Nations Financial Group
Iowa
$416K +$10.3K +534 +3%
HWM
173
HB Wealth Management
Georgia
$411K +$17.1K +886 +4%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$396K +$30.1K +1,560 +8%
KC
175
Kades & Cheifetz
Pennsylvania
$393K +$51.2K +2,653 +15%