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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$18.1M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
CWM
4
Cornerstone Wealth Management
Missouri
$12M
5
LPL Financial
5
LPL Financial
California
$87.6M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.85M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
MF
4
Manchester Financial
California
$58.5M
5
GLA
5
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
Astoria Portfolio Advisors
New York
$1.33M +$163K +8,369 +14%
WIC
152
Woodmont Investment Counsel
Tennessee
$1.33M – – –
OMC
153
Old Mission Capital
Illinois
$1.32M +$1.32M +67,793 New
IWM
154
IHT Wealth Management
Illinois
$1.31M -$637K -32,685 -33%
RC
155
Roundview Capital
New Jersey
$1.21M – – –
SWM
156
Segment Wealth Management
Texas
$1.21M +$18.3K +939 +2%
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$1.2M +$1.2M +61,500 New
BCFS
158
Butensky & Cohen Financial Security
Florida
$1.16M +$25K +1,285 +2%
AA
159
ArborFi Advisors
Michigan
$1.15M +$1.15M +59,085 New
KFI
160
Key Financial Inc
Pennsylvania
$1.15M +$499K +25,616 +77%
JWCA
161
J.W. Cole Advisors
Florida
$1.13M +$688K +35,331 +156%
FTUS
162
Flow Traders U.S.
New York
$1.13M +$1.13M +57,992 New
KIG
163
Kessler Investment Group
Indiana
$1.12M -$95.7K -4,912 -8%
HI
164
Harbour Investments
Wisconsin
$1.11M +$809K +41,506 +265%
SFC
165
Strategic Financial Concepts
Texas
$1.1M +$626K +32,116 +131%
SRC
166
Shufro Rose & Co
New York
$1.1M +$114K +5,850 +12%
FAM
167
Flaharty Asset Management
Florida
$1.09M – – –
RIS
168
Richmond Investment Services
Wisconsin
$1.08M +$1.08M +55,462 New
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.07M +$52.9K +2,718 +5%
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$1.07M +$8.4K +431 +0.8%
AR
171
Apeiron RIA
Texas
$1.06M -$18K -924 -2%
HGA
172
Hobbs Group Advisors
South Carolina
$1.03M -$1.56K -80 -0.2%
FIM
173
Freedom Investment Management
Connecticut
$1.02M +$464K +23,836 +84%
RAM
174
Redmond Asset Management
Virginia
$987K +$987K +50,672 New
Comerica Bank
175
Comerica Bank
Texas
$985K +$115K +5,880 +13%
5 6
7
8 9