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Invesco BulletShares 2027 Corporate Bond ETF

124 hedge funds and large institutions have $352M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
48
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$37M 1,988,972 -9,456 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$36.3M 1,950,902 +475,965 +32%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M 1,447,957 +560,465 +63%
EB
4
Eastern Bank
Massachusetts
$25.9M 1,393,634 -71,364 -5%
MFWM
5
Motley Fool Wealth Management
Virginia
$22.9M 1,232,782 -48,856 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$15.5M 831,193 -72,621 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.5M 669,493 +39,692 +6%
NCM
8
Novare Capital Management
North Carolina
$8.24M 442,883 -101,868 -19%
UBS Group
9
UBS Group
Switzerland
$8.17M 439,123 +190,951 +77%
CPC
10
Cookson Peirce & Co
Pennsylvania
$8.01M 430,229 +2,736 +0.6%
MWM
11
Marietta Wealth Management
Georgia
$7.86M 422,395 +28,808 +7%
ADL
12
Asset Dedication LLC
California
$7.49M 402,043 +23,135 +6%
Bank of America
13
Bank of America
North Carolina
$7.33M 393,740 -106,157 -21%
Ameriprise
14
Ameriprise
Minnesota
$7.23M 388,337 +210,258 +118%
Wells Fargo
15
Wells Fargo
California
$6.82M 366,186 -250,163 -41%
SBL
16
Sargent Bickham Lagudis
Colorado
$6.69M 359,623 -1,705 -0.5%
TF
17
TLWM Financial
Texas
$6.58M 324,909 +42,566 +15%
LPL Financial
18
LPL Financial
California
$6.28M 337,401 +66,923 +25%
KMC
19
Kirr Marbach & Co
Indiana
$5.9M 317,183 +30,440 +11%
RJA
20
Raymond James & Associates
Florida
$4.87M 261,607 +159,039 +155%
CIC
21
Carnegie Investment Counsel
Ohio
$4.21M 226,193 +131,642 +139%
RSC
22
Red Spruce Capital
Pennsylvania
$3.77M 202,298 -6,048 -3%
NA
23
NewEdge Advisors
Louisiana
$3.63M 195,231 +25,530 +15%
HIP
24
HUB Investment Partners
Texas
$3.62M 194,350 -297 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.49M 187,602 +35,089 +23%