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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
176
Delta Financial Group
New Jersey
$390K -$2.76K -143 -0.7%
DWA
177
Divergent Wealth Advisors
Utah
$387K – – –
NRI
178
NFP Retirement Inc
California
$387K +$387K +20,073 New
SM
179
Sensible Money
Arizona
$384K +$19.3K +1,003 +5%
WWM
180
Western Wealth Management
Colorado
$372K – – –
FIM
181
Freedom Investment Management
Connecticut
$372K -$328K -17,024 -47%
OIA
182
OneDigital Investment Advisors
Kansas
$370K -$123K -6,363 -25%
FCI
183
Financial Counselors Inc
Kansas
$366K +$24.9K +1,289 +7%
HT
184
Heritage Trust
Oklahoma
$355K +$40.1K +2,080 +13%
SC
185
Savant Capital
Illinois
$348K -$15.3K -792 -4%
AWA
186
Arkadios Wealth Advisors
Georgia
$310K +$7.41K +384 +2%
DA
187
Dover Advisors
Virginia
$307K +$307K +15,916 New
TCA
188
Transcend Capital Advisors
New Jersey
$304K +$20.1K +1,040 +7%
RSWM
189
Robertson Stephens Wealth Management
California
$304K – – –
RW
190
RVW Wealth
California
$301K – – –
ASN
191
Advisory Services Network
Georgia
$298K +$292K +15,161 +4,844%
AIFAIM
192
American Institute for Advanced Investment Management
Arizona
$296K +$296K +15,320 New
FFIC
193
First Fiduciary Investment Counsel
Ohio
$290K +$74.8K +3,885 +35%
FIA
194
Foundations Investment Advisors
Arizona
$280K +$280K +14,513 New
PS
195
Principal Securities
Iowa
$278K +$30K +1,556 +12%
BPA
196
Beacon Pointe Advisors
California
$277K -$70.1K -3,634 -20%
ACA
197
Aptus Capital Advisors
Alabama
$275K +$275K +14,271 New
LWM
198
LongView Wealth Management
Georgia
$251K – – –
LWMG
199
Levy Wealth Management Group
Pennsylvania
$250K – – –
SEIA
200
Signature Estate & Investment Advisors
California
$243K – – –
6 7
8
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