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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
SFG
2
Sterling Financial Group
California
$10.6M
3
Jane Street
3
Jane Street
New York
$12.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$6.54M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.94M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MF
3
Manchester Financial
California
$4.49M
4
IWM
4
IHT Wealth Management
Illinois
$956K
5
NCM
5
Novare Capital Management
North Carolina
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Anchor Investment Management
South Carolina
$74.8K – – –
AF
177
Advisornet Financial
Minnesota
$70.1K – – –
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$68.1K +$68.1K +3,578 New
SIC
179
SJS Investment Consulting
Ohio
$63K +$35.9K +1,888 +132%
GRP
180
Global Retirement Partners
California
$62.2K -$24K -1,263 -28%
GI
181
Gradient Investments
Minnesota
$56K +$6.68K +351 +14%
IA
182
IFP Advisors
Florida
$45.9K -$5.29K -278 -10%
WBC
183
West Branch Capital
Massachusetts
$38.1K – – –
CIAS
184
Capital Investment Advisory Services
North Carolina
$33.8K – – –
LFG
185
Larson Financial Group
Missouri
$29.6K -$80.8K -4,249 -73%
ST
186
Smithfield Trust
Pennsylvania
$28K – – –
HPC
187
HM Payson & Co
Maine
$24.8K – – –
PTC
188
Private Trust Company
Ohio
$22.7K – – –
KFI
189
Key Financial Inc
Pennsylvania
$22.1K – – –
WT
190
Washington Trust
Rhode Island
$19K – – –
CIA
191
Cape Investment Advisory
Georgia
$19K +$19K +1,000 New
CB
192
Community Bank
New York
$17.7K +$7.61K +400 +75%
MIH
193
Meitav Investment House
Israel
$13.3K +$13.3K +700 New
AA
194
Ancora Advisors
Ohio
$11.9K – – –
NIC
195
Northwest Investment Counselors
Oregon
$9.29K +$76 +4 +0.8%
FGAM
196
Financial Gravity Asset Management
Texas
$5.12K +$5.12K +19 New
NFSG
197
Newbridge Financial Services Group
Florida
$2.28K +$2.28K +120 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$571 +$571 +30 New
SWM
199
Sugarloaf Wealth Management
Georgia
$371 +$19 +1 +5%
ACA
200
Aptus Capital Advisors
Alabama
– -$31.9M -1,651,708 Closed
5 6 7
8
9