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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MF
Manchester Financial
California
$64.5M
2
SFG
SNS Financial Group
Minnesota
$24.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.8M
4
Wells Fargo
Wells Fargo
California
$96.4M
5
Truist Financial
Truist Financial
North Carolina
$9.87M

Top Sellers

1
EB
Eastern Bank
Massachusetts
$8.67M
2
SFC
Strategic Financial Concepts
Texas
$485K
3
AI
Atria Investments
North Carolina
$1.28M
4
Bank of America
Bank of America
North Carolina
$77.1M
5
EH
Equitable Holdings
New York
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
176
Meridian Financial Partners
Virginia
$651K +$651K +32,997 New
FIA
177
Foundations Investment Advisors
Arizona
$644K +$236K +11,988 +58%
OIA
178
OneDigital Investment Advisors
Kansas
$614K +$45.4K +2,301 +8%
AFG
179
Argent Financial Group
Louisiana
$612K +$612K +31,034 New
MPW
180
Monterey Private Wealth
California
$607K +$607K +30,785 New
OBWG
181
Onyx Bridge Wealth Group
New York
$606K +$6.37K +323 +1%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$601K – – –
CIA
183
Capital Investment Advisors
Georgia
$582K -$57.4K -2,911 -9%
KC
184
Kades & Cheifetz
Pennsylvania
$569K +$116K +5,896 +26%
FIM
185
Freedom Investment Management
Connecticut
$559K +$220K +11,178 +65%
AWA
186
Arete Wealth Advisors
Illinois
$549K +$10.7K +543 +2%
Creative Planning
187
Creative Planning
Kansas
$545K -$167K -8,461 -23%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$543K +$543K +27,548 New
DFG
189
Delta Financial Group
New Jersey
$543K +$19.6K +997 +4%
KWM
190
Kingsview Wealth Management
Oregon
$541K +$316 +16 +0.1%
Corient Private Wealth
191
Corient Private Wealth
Florida
$515K +$16.3K +826 +3%
OP
192
ORG Partners
Indiana
$507K – – –
HWM
193
HB Wealth Management
Georgia
$491K +$68.2K +3,459 +16%
SWA
194
Sax Wealth Advisors
New Jersey
$489K +$184K +9,337 +60%
SFC
195
Strategic Financial Concepts
Texas
$485K -$6.94M -351,912 -93%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$483K – – –
FHA
197
First Horizon Advisors
Tennessee
$460K +$25.1K +1,275 +6%
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
$456K +$49.8K +2,525 +12%
CWM
199
Cornerstone Wealth Management
Missouri
$456K +$456K +23,107 New
AWA
200
Arkadios Wealth Advisors
Georgia
$454K +$3.85K +195 +0.9%
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8
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