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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$240K -$6.12K -317 -2%
JWCA
202
J.W. Cole Advisors
Florida
$238K +$238K +12,319 New
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$236K +$138K +7,162 +141%
UCFA
204
United Capital Financial Advisors
Texas
$229K +$229K +11,890 New
KP
205
Keel Point
Alabama
$229K +$193 +10 +0.1%
KWM
206
Kaydan Wealth Management
Michigan
$228K +$20K +1,038 +10%
YIA
207
YHB Investment Advisors
Connecticut
$226K -$3.38K -175 -1%
ISB
208
Iowa State Bank
Iowa
$215K -$26.5K -1,374 -11%
GCA
209
Genesee Capital Advisors
New York
$214K +$2.16K +112 +1%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$196K +$3.49K +181 +2%
FFG
211
Foundry Financial Group
New Hampshire
$196K +$196K +10,159 New
GI
212
GS Investments
Minnesota
$180K – – –
US Bancorp
213
US Bancorp
Minnesota
$174K +$114K +5,915 +189%
MA
214
Montag & Associates
Georgia
$165K -$4.34K -225 -3%
HI
215
Harbour Investments
Wisconsin
$135K +$1.35K +70 +1%
KFI
216
Key Financial Inc
Pennsylvania
$134K +$66.3K +3,436 +98%
WB
217
Webster Bank
Connecticut
$126K – – –
FCA
218
FinTrust Capital Advisors
South Carolina
$117K -$3.82K -198 -3%
GI
219
Gradient Investments
Minnesota
$106K +$23.8K +1,236 +29%
WIM
220
Westside Investment Management
California
$98.4K +$98.4K +5,116 New
AIP
221
Ameritas Investment Partners
Nebraska
$90K -$26.3K -1,364 -23%
MAM
222
Marquette Asset Management
Minnesota
$75.6K – – –
CIAS
223
CBIZ Investment Advisory Services
Ohio
$75.6K +$75.6K +3,918 New
AF
224
Advisornet Financial
Minnesota
$71.1K – – –
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$68K -$945 -49 -1%
7 8
9
10 11