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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
201
Genesee Capital Advisors
New York
$214K -$690K -35,451 -76%
KWM
202
Kaydan Wealth Management
Michigan
$210K +$39 +2 +0%
RWA
203
Redhawk Wealth Advisors
Minnesota
$203K +$203K +10,414 New
BFEC
204
Benjamin F. Edwards & Company
Missouri
$194K +$84.1K +4,327 +77%
GI
205
GS Investments
Minnesota
$181K – – –
MA
206
Montag & Associates
Georgia
$170K +$68K +3,496 +66%
TVAMP
207
Tennessee Valley Asset Management Partners
Tennessee
$158K +$158K +8,105 New
HI
208
Harbour Investments
Wisconsin
$134K +$1.36K +70 +1%
WB
209
Webster Bank
Connecticut
$127K – – –
FCA
210
FinTrust Capital Advisors
South Carolina
$122K -$5.21K -268 -4%
AIP
211
Ameritas Investment Partners
Nebraska
$117K +$214 +11 +0.2%
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$99K +$99K +5,065 New
GI
213
Gradient Investments
Minnesota
$83.1K +$12.6K +648 +18%
NSG
214
Nalls Sherbakoff Group
Tennessee
$79.6K +$55K +2,826 +224%
MAM
215
Marquette Asset Management
Minnesota
$76.3K +$76.3K +3,920 New
AF
216
Advisornet Financial
Minnesota
$71.7K – – –
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$69K -$8.77K -454 -11%
KFI
218
Key Financial Inc
Pennsylvania
$68.2K +$45.6K +2,346 +202%
SIC
219
SJS Investment Consulting
Ohio
$64.5K – – –
GRP
220
Global Retirement Partners
California
$64K +$214 +11 +0.3%
US Bancorp
221
US Bancorp
Minnesota
$60.8K +$17.7K +912 +41%
IPW
222
Impact Partnership Wealth
Georgia
$59.3K -$129K -6,653 -69%
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$58.8K -$11.5K -592 -16%
IA
224
IFP Advisors
Florida
$47.6K +$311 +16 +0.7%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$41.6K +$40.7K +2,092 +4,358%
7 8
9
10 11