BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.8M +$11.7M +618,360 +32%
BCM
2
Brookstone Capital Management
Illinois
$38.8M +$38.8M +2,014,393 New
ACA
3
Aptus Capital Advisors
Alabama
$31.7M -$6.11M -321,504 -16%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$29.8M +$2.26M +118,767 +8%
Wells Fargo
5
Wells Fargo
California
$27.7M +$20.7M +1,089,910 +298%
EB
6
Eastern Bank
Massachusetts
$25.8M -$694K -36,538 -3%
MFWM
7
Motley Fool Wealth Management
Virginia
$22.1M -$1.3M -68,355 -6%
UBS Group
8
UBS Group
Switzerland
$21.5M +$13.1M +691,027 +157%
HighTower Advisors
9
HighTower Advisors
Illinois
$17M +$13.9M +731,033 +442%
LPL Financial
10
LPL Financial
California
$16M +$9.54M +502,438 +149%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$14.3M -$1.47M -77,348 -9%
Bank of America
12
Bank of America
North Carolina
$11.2M +$3.7M +194,892 +49%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.1M -$1.59M -83,475 -12%
ADL
14
Asset Dedication LLC
California
$9.44M +$1.8M +94,799 +24%
CPC
15
Cookson Peirce & Co
Pennsylvania
$8.62M +$442K +23,287 +5%
RJA
16
Raymond James & Associates
Florida
$7.44M +$2.47M +130,146 +50%
Jane Street
17
Jane Street
New York
$7.11M +$6.67M +351,117 +1,501%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.04M +$3.47M +182,908 +97%
SBL
19
Sargent Bickham Lagudis
Colorado
$6.55M -$278K -14,638 -4%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$6.27M +$5.66M +298,162 +941%
TF
21
TLWM Financial
Texas
$5.82M -$347K -18,291 -6%
CIC
22
Carnegie Investment Counsel
Ohio
$5.15M +$858K +45,166 +20%
MWM
23
Marietta Wealth Management
Georgia
$4.92M -$3.1M -163,207 -39%
Invesco
24
Invesco
Georgia
$4.69M +$3.35M +176,240 +249%
HIP
25
HUB Investment Partners
Texas
$4.65M +$962K +50,633 +26%