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Invesco BulletShares 2027 Corporate Bond ETF

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$993K +$32.9K +1,670 +3%
VWWMG
152
Vermillion & White Wealth Management Group
Pennsylvania
$978K
EW
153
Evexia Wealth
Wisconsin
$974K +$129K +6,577 +15%
MA
154
Montag & Associates
Georgia
$973K +$805K +40,811 +478%
SRC
155
Shufro Rose & Co
New York
$969K
CWS
156
Cypress Wealth Services
California
$954K +$107K +5,429 +13%
IBOK
157
Independence Bank of Kentucky
Kentucky
$944K +$38.5K +1,953 +4%
AWG
158
Altus Wealth Group
Colorado
$921K -$40.1K -2,035 -4%
CG
159
Cynosure Group
Utah
$902K +$902K +45,719 New
TF
160
Tenon Financial
New Jersey
$898K +$898K +45,557 New
FCAS
161
First Command Advisory Services
Texas
$890K +$11.6K +589 +1%
HSWS
162
Higgins & Schmidt Wealth Strategies
Colorado
$882K +$41.1K +2,084 +5%
Comerica Bank
163
Comerica Bank
Texas
$882K +$28.5K +1,445 +3%
AC
164
Apella Capital
Connecticut
$845K -$53.1K -2,687 -6%
SPC
165
Sigma Planning Corp
Michigan
$830K +$158K +8,003 +23%
Brown Advisory
166
Brown Advisory
Maryland
$777K
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$749K +$749K +37,985 New
SFG
168
Sterling Financial Group
California
$744K -$44.9K -2,279 -6%
CFCI
169
Comprehensive Financial Consultants Institutional
Indiana
$732K +$10.2K +515 +1%
KOC
170
Koss-Olinger Consulting
Florida
$729K +$11.2K +569 +2%
KPWS
171
Kestra Private Wealth Services
Texas
$722K +$145K +7,350 +25%
WFC
172
Western Financial Corp
California
$716K +$54.6K +2,769 +8%
TVM
173
True Vision MN
Minnesota
$704K +$99.7K +5,055 +16%
IWP
174
Insight Wealth Partners
Texas
$665K
KFI
175
Key Financial Inc
Pennsylvania
$659K +$304K +15,440 +86%