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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
$39.6M
2
IAA
Independent Advisor Alliance
North Carolina
$18.1M
3
Wells Fargo
Wells Fargo
California
$111M
4
CWM
Cornerstone Wealth Management
Missouri
$12M
5
LPL Financial
LPL Financial
California
$87.6M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$3.85M
2
MFWM
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.93M
4
MF
Manchester Financial
California
$58.5M
5
GLA
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPF
176
Vantage Point Financial
Illinois
$984K +$984K +50,492 New
VWWMG
177
Vermillion & White Wealth Management Group
Pennsylvania
$966K – – –
CAL
178
Capital Analysts LLC
Pennsylvania
$964K -$112K -5,759 -10%
DAS
179
Diversify Advisory Services
Utah
$944K +$944K +48,564 New
CWS
180
Cypress Wealth Services
California
$932K -$9.64K -495 -1%
IBOK
181
Independence Bank of Kentucky
Kentucky
$918K -$15K -769 -2%
SPC
182
Sigma Planning Corp
Michigan
$917K +$97.3K +4,996 +12%
OPTFSNA
183
Old Point Trust & Financial Services N A
Virginia
$891K +$891K +45,756 New
CG
184
Cynosure Group
Utah
$891K – – –
YP
185
YANKCOM Partnership
South Dakota
$877K +$877K +45,037 New
AWG
186
Altus Wealth Group
Colorado
$861K -$48.8K -2,503 -5%
AC
187
Apella Capital
Connecticut
$851K +$17.6K +904 +2%
WFC
188
Western Financial Corp
California
$813K +$105K +5,401 +15%
WWA
189
Wingate Wealth Advisors
Massachusetts
$810K +$810K +41,589 New
WB
190
Webster Bank
Connecticut
$800K +$673K +34,548 +528%
FCAS
191
First Command Advisory Services
Texas
$792K -$86.4K -4,435 -10%
Brown Advisory
192
Brown Advisory
Maryland
$767K – – –
KOC
193
Koss-Olinger Consulting
Florida
$763K +$42.6K +2,187 +6%
HT
194
Heritage Trust
Oklahoma
$760K +$760K +38,997 New
IWP
195
Insight Wealth Partners
Texas
$755K +$97.6K +5,011 +15%
SG
196
Strid Group
Pennsylvania
$749K +$546K +28,033 +269%
CFS
197
Coordinated Financial Services
Colorado
$737K +$737K +37,853 New
PWA
198
Provenance Wealth Advisors
Florida
$726K -$3.4M -174,751 -82%
CFCI
199
Comprehensive Financial Consultants Institutional
Indiana
$726K +$2.59K +133 +0.4%
KPWS
200
Kestra Private Wealth Services
Texas
$714K +$604 +31 +0.1%
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