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Invesco BulletShares 2027 Corporate Bond ETF

109 hedge funds and large institutions have $327M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$38.7M 1,998,428 +1,998,428 New
Morgan Stanley
2
Morgan Stanley
New York
$28.6M 1,474,937 +262,555 +22%
EB
3
Eastern Bank
Massachusetts
$28.4M 1,464,998 -12,231 -0.8%
MFWM
4
Motley Fool Wealth Management
Virginia
$24.8M 1,281,638 -72,126 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$17.3M 903,814 +38,084 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$17.2M 887,492 +162,670 +22%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.2M 629,801 +49,103 +8%
Wells Fargo
8
Wells Fargo
California
$11.9M 616,349 -92,598 -13%
NCM
9
Novare Capital Management
North Carolina
$10.6M 544,751 +27,007 +5%
Bank of America
10
Bank of America
North Carolina
$9.68M 499,897 +54,785 +12%
CPC
11
Cookson Peirce & Co
Pennsylvania
$8.28M 427,493 -36,915 -8%
MWM
12
Marietta Wealth Management
Georgia
$7.62M 393,587 +393,587 New
ADL
13
Asset Dedication LLC
California
$7.33M 378,908 +11,415 +3%
SBL
14
Sargent Bickham Lagudis
Colorado
$7M 361,328 +352,547 +4,015%
CAC
15
Certified Advisory Corp
Florida
$6.02M 310,663 +310,663 New
KMC
16
Kirr Marbach & Co
Indiana
$5.55M 286,743 -4,496 -2%
TF
17
TLWM Financial
Texas
$5.47M 282,343 +37,762 +15%
LPL Financial
18
LPL Financial
California
$5.24M 270,478 +119,236 +79%
UBS Group
19
UBS Group
Switzerland
$4.81M 248,172 -130,956 -35%
RSC
20
Red Spruce Capital
Pennsylvania
$4.04M 208,346 +1,977 +1%
SI
21
Stephens Inc
Arkansas
$3.89M 200,959 -28,045 -12%
HIP
22
HUB Investment Partners
Texas
$3.77M 194,647 +13,132 +7%
Ameriprise
23
Ameriprise
Minnesota
$3.45M 178,079 -6,403 -3%
HWA
24
Heartwood Wealth Advisors
Virginia
$3.35M 172,767 +172,767 New
RMDI
25
R.M. Davis Inc
Maine
$3.3M 170,222 -12,160 -7%