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Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KC
176
Kades & Cheifetz
Pennsylvania
$441K +$49.9K +2,596 +13%
AWA
177
Arkadios Wealth Advisors
Georgia
$438K +$129K +6,731 +42%
NFG
178
Nations Financial Group
Iowa
$434K +$20.1K +1,048 +5%
FHA
179
First Horizon Advisors
Tennessee
$424K +$7.3K +380 +2%
HWM
180
HB Wealth Management
Georgia
$412K +$2.38K +124 +0.6%
SM
181
Sensible Money
Arizona
$410K +$27.9K +1,454 +7%
Mariner
182
Mariner
Kansas
$403K -$220K -11,447 -35%
FIA
183
Foundations Investment Advisors
Arizona
$397K +$118K +6,165 +42%
AIFAIM
184
American Institute for Advanced Investment Management
Arizona
$396K +$102K +5,285 +34%
SC
185
Savant Capital
Illinois
$386K +$39.6K +2,058 +11%
DWA
186
Divergent Wealth Advisors
Utah
$386K
NRI
187
NFP Retirement Inc
California
$386K
PS
188
Principal Securities
Iowa
$385K +$108K +5,628 +39%
MWP
189
Moller Wealth Partners
$384K +$384K +20,000 New
SFC
190
Strategic Financial Concepts
Texas
$377K +$351K +350,603 +1,354%
ACA
191
Aptus Capital Advisors
Alabama
$374K +$99.9K +5,196 +36%
WWM
192
Western Wealth Management
Colorado
$371K
Jones Financial Companies
193
Jones Financial Companies
Missouri
$370K +$351K +18,257 +1,826%
FCI
194
Financial Counselors Inc
Kansas
$364K
SFG
195
SNS Financial Group
Minnesota
$348K +$348K +18,086 New
KFI
196
Key Financial Inc
Pennsylvania
$346K +$213K +11,058 +159%
SIC
197
Sigma Investment Counselors
Michigan
$339K -$142K -7,379 -29%
DA
198
Dover Advisors
Virginia
$334K +$27.9K +1,452 +9%
UCFA
199
United Capital Financial Advisors
Texas
$331K +$103K +5,345 +45%
FIM
200
Freedom Investment Management
Connecticut
$330K -$40K -2,082 -11%