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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
176
Kades & Cheifetz
Pennsylvania
$344K +$344K +17,704 New
FCI
177
Financial Counselors Inc
Kansas
$344K – – –
HT
178
Heritage Trust
Oklahoma
$318K +$318K +16,323 New
RSWM
179
Robertson Stephens Wealth Management
California
$307K – – –
AWA
180
Arkadios Wealth Advisors
Georgia
$305K +$9.73K +500 +3%
RW
181
RVW Wealth
California
$304K +$74.8K +3,843 +33%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$301K +$69.4K +3,568 +30%
AWM
183
AE Wealth Management
Kansas
$296K -$41.6K -2,148 -12%
NL
184
NWAM LLC
Washington
$296K +$296K +15,215 New
TCA
185
Transcend Capital Advisors
New Jersey
$287K +$37.6K +1,935 +15%
RIG
186
Ramiah Investment Group
Wisconsin
$262K +$6.85K +352 +3%
LWM
187
LongView Wealth Management
Georgia
$252K +$252K +13,000 New
LWMG
188
Levy Wealth Management Group
Pennsylvania
$250K +$250K +12,875 New
PS
189
Principal Securities
Iowa
$250K +$250K +12,831 New
OC
190
Oppenheimer & Co
New York
$248K – – –
SEIA
191
Signature Estate & Investment Advisors
California
$245K – – –
ISB
192
Iowa State Bank
Iowa
$244K +$3.66K +188 +2%
AIM
193
Anchor Investment Management
South Carolina
$242K +$144K +7,408 +147%
WA
194
WESPAC Advisors
California
$237K +$237K +12,203 New
FA
195
FC Advisory
Pennsylvania
$236K +$35.2K +1,811 +18%
CA
196
Cetera Advisors
Colorado
$234K -$5.53K -284 -2%
YIA
197
YHB Investment Advisors
Connecticut
$232K -$18.7K -960 -7%
KP
198
Keel Point
Alabama
$231K +$231K +11,865 New
HCM
199
Hengehold Capital Management
Ohio
$221K +$221K +11,373 New
FFIC
200
First Fiduciary Investment Counsel
Ohio
$217K – – –
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8
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