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Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
201
Ballew Advisors
Mississippi
$324K -$516K -26,556 -61%
ASN
202
Advisory Services Network
Georgia
$313K +$15.3K +795 +5%
CB
203
Chris Bulman
California
$311K +$311K +16,166 New
RW
204
RVW Wealth
California
$310K +$9.99K +520 +3%
TCA
205
Transcend Capital Advisors
New Jersey
$303K
RSWM
206
Robertson Stephens Wealth Management
California
$303K
SWA
207
Sax Wealth Advisors
New Jersey
$297K +$297K +15,465 New
CAC
208
Certified Advisory Corp
Florida
$297K +$297K +15,428 New
FFIC
209
First Fiduciary Investment Counsel
Ohio
$289K
MIFH
210
Migdal Insurance & Financial Holdings
Israel
$277K +$42K +2,188 +18%
FTUS
211
Flow Traders U.S.
New York
$276K +$276K +14,339 New
OC
212
Oppenheimer & Co
New York
$275K +$36.7K +1,908 +15%
WWA
213
WCG Wealth Advisors
Nevada
$254K +$254K +13,191 New
BMM
214
Berkshire Money Management
Massachusetts
$250K +$250K +13,004 New
JWCA
215
J.W. Cole Advisors
Florida
$248K +$11.5K +598 +5%
SEIA
216
Signature Estate & Investment Advisors
California
$242K
LWM
217
Lakeridge Wealth Management
Ohio
$242K +$242K +12,589 New
P
218
&Partners
Tennessee
$237K +$237K +12,353 New
KWM
219
Kaydan Wealth Management
Michigan
$235K +$7.59K +395 +3%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$234K +$38.8K +2,019 +20%
KP
221
Keel Point
Alabama
$233K +$294 +15 +0.1%
Cerity Partners
222
Cerity Partners
New York
$233K +$233K +12,099 New
YIA
223
YHB Investment Advisors
Connecticut
$225K -$577 -30 -0.3%
WA
224
Waverly Advisors
Alabama
$221K +$221K +11,478 New
SWP
225
Stratos Wealth Partners
Ohio
$221K +$221K +11,473 New