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Invesco BulletShares 2027 Corporate Bond ETF

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSG
201
Nalls Sherbakoff Group
Tennessee
$23.7K +$23.7K +1,263 New
KFI
202
Key Financial Inc
Pennsylvania
$21.7K
CIA
203
Cape Investment Advisory
Georgia
$18.7K
WT
204
Washington Trust
Rhode Island
$18.7K
NIC
205
Northwest Investment Counselors
Oregon
$9.24K +$94 +5 +1%
NFSG
206
Newbridge Financial Services Group
Florida
$2.25K
PTC
207
Private Trust Company
Ohio
$1.37K -$21K -1,122 -94%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$899 +$337 +18 +60%
CPG
209
Cornerstone Planning Group
New Jersey
$862 +$862 +46 New
HL
210
HeadInvest LLC
Maine
$746 +$746 +40 New
SWM
211
Sugarloaf Wealth Management
Georgia
$369
AP
212
Arlington Partners
Alabama
-$951K -50,000 Closed
VWA
213
V Wealth Advisors
Kansas
-$928K -48,783 Closed
CW
214
CreativeOne Wealth
Kansas
-$869K -45,690 Closed
ACM
215
Arlington Capital Management
Illinois
-$446K -23,442 Closed
WHCI
216
W.H. Cornerstone Investments
Massachusetts
-$255K -13,407 Closed
DADC
217
D.A. Davidson & Co
Montana
-$222K -11,689 Closed
CAC
218
Certified Advisory Corp
Florida
-$210K -11,028 Closed
CB
219
Community Bank
New York
-$17.7K -930 Closed
MIH
220
Meitav Investment House
Israel
-$13.3K -700 Closed
FGAM
221
Financial Gravity Asset Management
Texas
-$5.12K -19 Closed