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Invesco BulletShares 2027 Corporate Bond ETF

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
176
Impact Partnership Wealth
Georgia
$182K +$182K +9,702 New
GI
177
GS Investments
Minnesota
$175K -$8.43K -450 -5%
CAL
178
Capital Analysts LLC
Pennsylvania
$131K -$130K -6,929 -50%
HI
179
Harbour Investments
Wisconsin
$128K +$1.24K +66 +1%
WB
180
Webster Bank
Connecticut
$122K
FCA
181
FinTrust Capital Advisors
South Carolina
$122K +$11.8K +632 +11%
AIP
182
Ameritas Investment Partners
Nebraska
$113K -$34.2K -1,827 -23%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$106K
MA
184
Montag & Associates
Georgia
$98.6K +$98.6K +5,263 New
AIM
185
Anchor Investment Management
South Carolina
$94.3K +$20.6K +1,100 +28%
HGERS
186
Householder Group Estate & Retirement Specialist
Arizona
$75.4K +$75.4K +4,026 New
AF
187
Advisornet Financial
Minnesota
$69.1K
GI
188
Gradient Investments
Minnesota
$67.9K +$12.8K +683 +23%
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$67.7K +$674 +36 +1%
SIC
190
SJS Investment Consulting
Ohio
$62.1K
GRP
191
Global Retirement Partners
California
$61.2K +$187 +10 +0.3%
IA
192
IFP Advisors
Florida
$45.5K +$300 +16 +0.7%
US Bancorp
193
US Bancorp
Minnesota
$41.4K +$41.4K +2,211 New
SSWM
194
Sheets Smith Wealth Management
North Carolina
$40.8K +$40.8K +2,179 New
WBC
195
West Branch Capital
Massachusetts
$37.5K
AA
196
Ancora Advisors
Ohio
$36K +$24.4K +1,300 +208%
CIAS
197
Capital Investment Advisory Services
North Carolina
$33.3K
LFG
198
Larson Financial Group
Missouri
$29.2K
ST
199
Smithfield Trust
Pennsylvania
$28K
HPC
200
HM Payson & Co
Maine
$24.5K